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Peachtree Pro Tips & Tricks |
Inserting Transfers
To insert transfers follow these steps below:
- Go to Tasks, then click General Journal Entry.
- Enter the date the transfer took place.
- Reference can be an abbreviation. For transfers you can use trans.
- Leave reversing transaction unchecked.
- In the account number column, enter the account that you are transferring the amount into. In the debit column, enter the amount of the transfers.
- On the second line, enter the account number of the account that you are taking the money from. Enter the amount of the transfer in the credit column.
- Click Post.
- Then when you are finished click close.
Changing the Accounting Period
To change the Accounting Period follow these steps below:
- Go to Tasks, click on system at the bottom.
- Then go to change accounting period.
- Select the period from the drop down menu.
Note: By changing the accounting period, you will change the default entries where all the reports run, and the default date that the system will use when entering your information. By changing the date, you are changing any of the information that has already been entered. It allows you to change the date back and forwards at any time. Try to keep the accounting date in the month that you are working on.
Editing Records
If you need to edit or delete any transactions, the first thing that you need to do is get back to the original transactions. There are many ways that you can do this. You can call up a report that the transaction is on. For example, if you are looking for a check, you would use a check register report. Then click on the transaction and it should take you to the original entry. Another way is to go to the original transaction through the edit window.
Payments (Checks):
- Go to Tasks.
- Click on Payments.
- Click on The Records Edit Button.
- Make sure that the period in the right hand corner is in the period of the transaction that you are going to change. If you need to change the period just click on the drop down menu and enter the date that you want.
- Then double click on the transaction that you want to change.
- Make the necessary adjustments, then click the post button, and click yes to confirm the change.
- If you are deleting the transaction, click on the Erase button and click yes to confirm the delete.
Deposits:
- Go to Tasks.
- Click on the Receipt.
- Click on the Records Edit button.
- Make sure that the period in the right hand corner is in the period of the transaction that you are going to change. If you need to change the period just click on the drop down menu and enter the date that you want.
- Then double click on the transaction that you want to change.
- Make the adjustments necessary and click the post button. It is going to tell you that you changed the transaction, are you sure you want to make the change, and you are going to answer yes.
- If you are deleting the transaction, click on the Erase button and when it asks to confirm the delete, you are going to say yes.
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