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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.