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Peachtree Services

Peachtree / Sage 50 Services

Another accounting software some small business owners use is Peachtree. Peachtree is a user friendly accounting software and may work well for some industries and not as well for others.

 

 

We offer the following services with Peachtree

Peachtree initial setup  

We help install Peachtree in your computer at your office or remotely and will customize according to your business. We will also help you do the following:

  •  Set up the chart of accounts, vendors center, customers center, payroll center, and beginning balances so you can be all set up to start entering your business accounting transactions.
  • Determination of start date.
  • Setting up items you sell to your customers, including: services, inventory parts, non-inventory parts, other charges and sales tax.

Peachtree maintenance

We will enter all business transactions into your Peachtree Accounting software including: checks, deposits, invoices, bills, and credit memos on a weekly, monthly, or quarterly basis. We will also maintain a clean general ledger and make necessary adjustments to keep it accurate.

Peachtree Training

We will provide customized training according to your needs. Like any other program, there is a learning curve with this software but we will provide basic training that will allow you to enter daily transactions for your business. Once our training is complete, you should be able to:

  • Set up and new Peachtree company file.
  • Use the general ledger and maintain the chart of accounts.
  • Work with customers and accounts receivables.
  • Create invoices and credit memos.
  • Process customer payments.
  • Work with vendors and accounts payable.
  • Enter bills and process checks for vendors.
  • Set up sales tax and pay sales tax.
  • Set up sales tax and pay sales tax.
  • Use the payroll module.
  • Use bank accounts.
  • Generate reports.
  • Backing up Peachtree.
  • Year end procedures.