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PeachTree/ Tally/ Sage/ Quick Books (Optional)
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About PeachTree/ Tally/ Sage/ Quick Books (Optional)
Installing and Introduction
Create a New Company, General ledger
Charts of Accounts, Accounts types
Company Assets, Liabilities, Equity, Income, Expense
Maintain Inventory Items, Customers, Vendors, Employees
Setting Default Information of Customers, vendors, Employees
Create Quotes, Sales Orders, Purchase Orders
Maintain and Manage Account Receivable, Account Payable
Payroll Setup, Tax Setups, Creating Custom Report
Import and Exports of Data, Backup and Recoveries
• New Company Setup
• Setup Review - includes advanced Setup Options and Procedures
• General Ledger - default information, account id's & department masking, review account types, modify chart of accounts, account beginning balances, budgets
• Accounts Receivable - Customer defaults, statement & invoice defaults, review sales tax setup, review adding customers, customer beginning balances
• Accounts Payable - vendor defaults, review adding vendors, vendor beginning balances
• Payroll - payroll setup wizard, employee defaults setup wizard, adding employees, employee beginning balances, payroll tax table overview, employee listing
• Inventory - inventory item defaults, review inventory accounting, review adding items, calculated price levels, setting up assemblies, inventory beginning balances
• Questions & Answers -
- Evaluations of PeachTree/ Tally/ Sage/ Quick Books (Optional):
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