Peachtree (SAGE Peachtree) 

Streamline your business finances by gaining comprehensive proficiency in SAGE Peachtree for precise bookkeeping and reporting.

Duration

2 Days

Language

English

Delivery Mode

Online/Hybrid/Face-to-Face

Course Overview

Learning Objectives

  • Identify and navigate the core features of the Peachtree interface to manage company data effectively.
  • Set up and maintain a comprehensive Chart of Accounts tailored to specific business needs.
  • Execute the full sales and purchase cycle, from invoicing customers to managing vendor payments.
  • Perform accurate bank reconciliations and cash management tasks to ensure financial integrity.
  • Process company payroll, including tax calculations and the generation of employee earnings statements.
  • Generate and analyze vital financial reports, such as Balance Sheets and Income Statements, for year-end closing.

Course Outline

Modules

Module 1: Introduction to Peachtree

  • Overview of Peachtree and its features
  • Understanding the purpose and benefits of using Peachtree
  • Navigating the Peachtree user interface
  • Setting up a new company file in Peachtree

Module 2: Chart of Accounts and General Ledger

  • Creating and managing the chart of accounts
  • Recording general journal entries
  • Managing the general ledger and account balances
  • Generating financial reports from the general ledger

Module 3: Accounts Receivable and Invoicing

  • Setting up customer records in Peachtree
  • Creating and managing customer invoices
  • Tracking customer payments and managing accounts receivable
  • Generating reports for accounts receivable and customer analysis

Module 4: Accounts Payable and Purchases

  • Setting up vendor records in Peachtree
  • Managing purchase orders and receiving goods
  • Recording vendor invoices and managing accounts payable
  • Generating reports for accounts payable and vendor analysis

Module 5: Bank Reconciliation and Cash Management

  • Reconciling bank statements with Peachtree records
  • Managing cash receipts and cash disbursements
  • Handling petty cash transactions
  • Generating reports for cash management and bank reconciliation

Module 6: Payroll Processing

  • Setting up employee records in Peachtree
  • Processing payroll and generating paychecks
  • Calculating and remitting payroll taxes
  • Generating payroll reports and employee earnings statements

Module 7: Financial Reporting and Analysis

  • Generating financial statements (balance sheet, income statement, cash flow statement)
  • Analyzing financial data and performance
  • Creating custom reports and financial analysis tools
  • Utilizing Peachtree’s reporting capabilities for decision making

Module 8: Year-End Closing and Tax Preparation

  • Conducting year-end closing procedures in Peachtree
  • Generating year-end financial reports
  • Preparing data for tax filing purposes
  • Managing fiscal year changes in Peachtree

Module 9: Peachtree Administration and Maintenance

  • Managing user access and security in Peachtree
  • Configuring Peachtree system settings and preferences
  • Performing data backup and restoration
  • Resolving common issues and errors in Peachtree

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