Maintaining
charts of accounts at Peachtree
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To establish
the charts of accounts click the Maintains menu and select “Chart of Accounts
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To start the process of maintaining charts of
account first of all you need to login to your company, in which you are going
to create charts of accounts.
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After starting your company you will come across
a main page screen.
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Now in the menu bar you will find “Maintain”
option. Click this option a drop down menu will appear.
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In this drop down menu you will find “charts of
account” at fourth point. Click at this option. A new window will appear in
front of main page.
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In this window you will find some rows and
columns with blank spaces.
Main points in this window are,
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Account ID
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Description
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Account type
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In account ID space give a valid account ID.
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You must select this ID by giving a margin of
future accounts of same type.
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In description type the name or title of that
account.
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And in account type choose the type of that
specific account.
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Peachtree define some types of accounts and you
must choose one of these account types.
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By default it will be cash.
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After defining these three things press [Alt+
S].
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Your account will be saved and curser will
transfer to account ID column now you can add another account here.
List of
charts of accounts
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In the same window in front of Account ID there
is a small magnify glass. Click on this glass and a drop down menu will appear
in which all the accounts are written that you have just save.
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Click at each account to check about its detail.
Deleting an
account
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Double click on a specific account. It will open
again in previous window.
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And there is delete buttons in menu press this
button and confirm the warning.
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Account will be deleted.
Changing ID
of a account
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In magnify glass list double click on that
account you want to change ID.
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This will open in charts of accounts window.
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At top there is button with key, this is change
id button. Click it
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In this window enter new ID for that account and
press ok.
Brief charts
of account statement
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To view brief charts of account statement, go to
the main page and from the top menu find “Reports” option and click it, a drop
down menu will appear.
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Click on General Ledger’s option. A new window
will appear.
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In report list there is an option of charts of
accounts. Click on this option and all
of charts of accounts will be in front of you.
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This is the list of all charts of accounts that
you maintain earlier.
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In this window you will find a column of Active.
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Its mean that this account is available to add
transactions.
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You can inactivate this account by clicking on
inactivate check box that is in charts of accounts maintain window.
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You can also take a print out of this window for
your use.
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