512.892.8990 info@121-business.com
How to Delete a Peachtree Company

How to Delete a Peachtree Company

Peachtree Tips button  How can I delete a Peachtree company?

 

 
Follow these steps to delete a Sage Peachtree company.

Find Location of Peachtree Company Folder
Use Windows to Find and Select Company Folder
Delete Company Folder
Verify Company was Deleted

Find Location of Company.  One easy way to find the location of the Peachtree company folder is to start Peachtree and open the company you wish to delete.

Once Peachtree is loaded and you are in the desired company, select Maintain / Company Information from the main menu at the top of the screen.

 
See Directory.

Be careful to note exact directory location. The last group of characters (in this example, “BCS”) represent the company folder name. There may be company folders with very similar names.

Exit Peachtree.

 

 

 
Use Windows to Locate and Select Company Folder.  You can start with “My Computer” and use Windows to find and select the company folder. 

Delete the Company Folder.  After you find and select the noted company folder, right click your mouse for menu of options.

 

Select Delete.

Are you sure…. 

Be very sure you have selected the correct company folder. If so,

Select Yes.

 

 

 

 

 

 
Verify Company was Deleted.  Start Peachtree again.  Once Peachtree is up, select File / Open Company. This action takes you to a list of Peachtree companies in Peachtree’s datapath.

Company name should no longer be listed.

Contact me if you need help deleting, archiving companies or with a general cleanup of your Sage Peachtree company directories.

Suzy Payne Rabb
Sage Peachtree Certified Consultant
Sage Solution Provider
Passionate about Small Business
 
Send email to suzy@121-business.com
Website: www.121-business.com
Join my professional network at Linkedin and follow me on Twitter.

 

 

 

 

What is the Sage Peachtree Internal Accounting Review?

What is the Sage Peachtree Internal Accounting Review?


From: “What is the Internal Accounting Review?” at Peachtree.com

The Internal Accounting Review is a tool that allows you to run an internal audit on your Sage Peachtree company data. It looks for common transaction mistakes and potentially fraudulent activity by running a series of up to 15 checks against your company data. If transactions are found, they are listed under the appropriate Internal Accounting Review check name for your review. You then have the opportunity to take the appropriate action on each transaction.

These checks represent common transaction mistakes and/or conditions that might be revealed in an external audit. While this review is not exhaustive, it is intended to help you identify, investigate, and if necessary, correct issues that may be problems. Here’s what we look for:

 1. Purchases or bills that don’t credit an accounts payable account
 2. Sales or invoices that don’t debit an accounts receivable account
 3. Payments or checks that don’t credit a cash account
 4. Receipts or money received that doesn’t debit a cash account
 5. Transactions that debit and credit the same general ledger account
 6. Possible duplicate transactions of the same type
 7. Vendor invoices or bills from prior periods that have not been received
 8. Transactions entered in the future
 9. Transactions posted to inactive records
10. Un-reconciled cash accounts
11. Inventory items that default to duplicate general ledger accounts
12. Out of sequence checks
13. Accounts receivable accounts that are out of balance with the aged receivables report
14. Accounts payable accounts that are out of balance with the aged payables report
15. Possible duplicate paychecks for an employee within a pay period

From: “What is the Internal Accounting Review?” at Peachtree.com

Suzy Payne Rabb
Sage Peachtree Certified Consultant
Sage Solution Provider
Passionate about Small Business
 
Send email to suzy@121-business.com
Website: www.121-business.com
Join my professional network at Linkedin and follow me on Twitter.
New Sage 50 Scorecard for Restaurant Managers

New Sage 50 Scorecard for Restaurant Managers

By Suzy Payne Rabb

Stay on track with the key performance indicators that can mean success or failure for your restaurant. Use this tool to inform, motivate, challenge and incentivize restaurant managers to build more profit into your bottom line.

Most accounting software solutions can’t provide this level of performance scorecard reporting. Other solutions provide a part, but require a lot of manual Excel work to provide a complete report. Sage 50 (Peachtree), with the new Sage Intelligence reporting tool, can be setup to output this report directly from Sage 50 into Excel with ZERO extra Excel work.

Use this report to monitor where you are today, pinpoint problem areas and take action to increase profit.

Important Restaurant Key Performance Indicators
Works with Your Existing Chart of Accounts
Works with Versions 2012 and Beyond
No More Excel Editing, Copying, Pasting to Get What You Need
Modifications to Standard Layout are Available

Click here to see the full report.

Contact me today for details on how to add this reporting to your Sage 50 system.

Suzy Payne Rabb
Sage 50 Solution Provider
Your Live, Online Guide to Sage 50 Success
512.892.8990
 
Send email to suzy@121-business.com
Website: www.121-business.com
Join my professional network at Linkedin and follow me on Twitter.
Why Pick Sage Peachtree?

Why Pick Sage Peachtree?

By Suzy Payne Rabb

I can’t tell you how many times I’ve been asked to discuss the differences between Sage Peachtree and Quickbooks or other small business entry-level accounting solution. It’s also a topic I see discussed over and over in various forums. Needs vary business to business, industry to industry. What you pick should be determined by your needs. Here are a few reasons why I picked Sage Peachtree:

Inventory

Sage Peachtree has a more sophisticated inventory system than most other entry level solutions. It provides true and accurate FIFO costing and also provides serialized inventory features at the Premium and Quantum levels. Set-up of assemblies is easy and revisions are allowed. When set-up correctly, the automatic costing is flawless.

Built-in Financial Statement Designer

A lot of users don’t use or even know about one of my favorite features–the Financial Statement Designer. This designer is built right into the core product and can deliver practically any format desired. We’ve been able to emulate some very high-end financial reporting systems, even adding some key performance indicator stats to customized formats.

Flexible Controls

You can setup Sage Peachtree to allow changes in prior periods or you can set it up to block any change to a prior period transaction by user. I work with all kinds of users. There are some users who definitely need and want this level of control. But, there are others who don’t. If you are the owner, the accountant and the only user, sometimes too much control can cause more problems than it solves. With Sage Peachtree, I can deliver either.

Incredible Cash Flow Analysis Tool

This feature was significantly enhanced several versions ago and now it is awesome. You can forecast cash flow from actual due dates or historical average days to pay on outstanding AR, AP. But, what you may not know is that you can optionally add or remove anticipated cash flows from recorded sales orders and purchase orders. At last look at the competition, Sage Peachtree’s Cash Flow Analysis was head and shoulders ahead of competing solutions.

Voiding Checks

All companies have to void checks from time to time. Voiding a check should not change a prior period’s financials and with Sage Peachtree, it doesn’t. Sage Peachtree does not touch the original check transaction, but instead prompts for a “void date” and creates a new reversing transaction on the date specified. Why would you want it to work any other way? At last check, voiding a check in Quickbooks changed the prior period financials. While you may think check voiding is a minor feature, you should avoid use of any feature that changes prior period financials.

These are some of the reasons I picked Sage Peachtree several years ago and stay with it today.  In the coming months I will share more.

Suzy Payne Rabb
Sage Peachtree Certified Consultant
Sage Solution Provider
Your Live, Online Guide to Sage Peachtree Success
Send email to suzy@121-business.com
Website: www.121-business.com
Join my professional network at Linkedin and follow me on Twitter.
Learning Resources for Sage Peachtree Users

Learning Resources for Sage Peachtree Users

Whether you are new to Sage Peachtree or have been using it a while, you may have an interest in one or more of the Learning Resources below.  Click on the heading to get more information.
 

Take advantage of our Free Online Peachtree Help Session to help you take the next step with your Peachtree system.  It’s free, easy and the best way to see how much you can accomplish with your own personal online guide to success.

Top 10 Things to Know about Peachtree

If you are a full charge bookkeeper or accountant with advanced skills in another accounting package, but not yet acquainted with Sage Peachtree—this live, online, interactive session is the best first step to mastering Peachtree.  Email me for more information on this online, interactive session.

Sage Peachtree 3-Day Intensive in Austin, Texas

Need more intensive training or help with Peachtree?  Please consider getting out of the office and coming to one of the most interesting cities in the country for a private 3-Day Intensive with a Peachtree Certified Consultant.  Your time in Austin will be spent working on whatever goal you’d like to accomplish with Peachtree.  Email me for more information on this fast track path to meeting your goals with Peachtree.

Anytime and Realtime Online Peachtree Classes at Sage University

Browse through Sage online classes that include Anytime Online and Instructor Led classes.  Business Care customers get free access to Anytime Online Classes.

Sage Peachtree Study Guides

Hundreds of activities, exercises, tips and pointers take you through basic to advanced and specialized features in Sage Peachtree.  Each guide contains exercises to help you practice newly acquired skills on sample companies rather than your live company data.

Sage Peachtree Community

The Sage Peachtree Accounting User Community is a place where you can meet and learn from new and experienced Sage Peachtree users and Certified Consultants.

Sage Peachtree Knowledgebase

Check out this database of FAQs regarding Sage Peachtree and other small business division software.

 

Hope you find these resources useful.

Please Click Here to Request More Information Regarding Sage Peachtree Services

Suzy Rabb
Sage Peachtree Certified Consultant
Sage Solution Provider
Passionate about Small Business
 
Send email to suzy@121-business.com
Website: www.121-business.com
Join my professional network at Linkedin and follow me on Twitter.