4 More Ways to Customize the Way You Work in Peachtree

Every different computer that Peachtree is installed on is like a different 5-year-old car. They all came out of the factory not very long ago, but since then they've been driven differently, have wear and tear in different places, the seats and mirrors have been set to different positions, some parts have broken and been fixed, and some extras have been added. Most people like their Peachtree Accounting set up a particular way, just like they like their car to be set up for them - today we look at more ways you can do just that!

Bigger might be better

You can adjust window sizes in Peachtree to suit the needs of your monitor size, placement and resolution. All you need to do is resize the window manually and position it in the spot on the screen that you need, and Peachtree will remember that each time. However, you may want to ensure that you make most windows roughly the same size or it can slow down many of the rote tasks to be searching the screen with your eyes for a popup window.

Know your lookup

Peachtree offers you no fewer than four different ways to bring up a Lookup list so you can select Customers, Vendors, etc. You can either:

• Click the right mouse button in the Lookup field
• Press Shift + ? while in the Field
• Click the Lookup List Indicator (a magnifying glass)
• Set the Global Options to bring up a lookup list starting at a particular character when you type anything in the box (usually the easiest method).

Learn the way you want

On a more general note, if there is a question that you can’t find the answer to in Peachtree, there are also several different ways to get your info.

• Grab some personalized, real world Peachtree support or Peachtree classes
• Use the Help file
• Post a question for the experts on the Peachtree user forums. This is free but gives you variable information quality
• Go through the Demos within Peachtree itself before you start working (if it isn't too late!)

Organize your account types

Every company has assets, liabilities, equity, income and expenses. However, it is very handy to break up these account types even further before you begin working in Peachtree so that you aren't sifting through long lists of seemingly meaningless info, and have greater analytical ability with your accounts.

5 More Things You Didn't Know Your Accounting Software Could Do

There's a reason that small business accounting software programs like Peachtree Accounting and QuickBooks cost a heck of a lot more to license than the freeware that populates most computers ... there is so much more than goes into these programs! If you're looking into starting up a business or switching programs, today we check out 5 more things that you probably didn't know your accounting software could do!

Industry-specific tasks

There are different versions of Peachtree for the accounting and tracking needs of different industries. If you are in manufacturing, distribution, construction or nonprofit work, you can have your accounting software do all sorts of funky things that are specific to your work needs; buying and selling in different units, creation and tracking of work tickets, progressive billing, labor burden assessment and tracking donation receipts are just a few of these.

Archive company data

You can save secure archives of your company data within many good small business accounting programs, and reclaim that office space that used to be filled with archive boxes.

Grow along with your business

With programs like Peachtree, you can start with a very basic (even free!) package, and work your way up the version ladder Small businesses don't need to purchase massive programs that they may or may not ever use ... in fact, mot can get away without purchasing anything except a little training in their small business accounting and payroll software.

Create personalized dashboards

Actually, if you have this feature in your accounting software you probably already know about it ... the vendors do tend to push it as one of the main benefits! It is a definite advantage when there is someone spending a lot of time in the accounting program, however - it can make routine tasks and work so much faster and easier.

Create workflow notifications

You can track workflow within many of the higher-end versions of your accounting software - Peachtree Quantum is a good example. When you track your project status and workflow through Peachtree Quantum, you can also send notifications via email to anyone within the company that needs to know, automatically as jobs are completed.