entering old data

[anrura]

Hi,

I just bought peachtree complete 2009 not too long ago...1st time user of an accounting software. Now I want to enter my previous expenses since Sept 08 into peachtree so I keep track of things. Is it possible to do so and how?

Also any suggestion on where to go to for more detailed instructions of how to use peachtree beside their manual?

Thanks in advance!! :D
Ann

[Lisa_p]

If you haven't already created your company, when it asks about when you're going to start entering data, say Jan 1 2008 so you'll have 2008 and 2009 available.

I'd work off the bank statements or check register if you have one and enter all payments in Payments and all money in, in receipts. Reconcile each month as you go.

Open one of the sample companies and play around with it to see how things are entered.

The Peachtree for Dummies book is pretty user friendly. You may also want to consider investing in a certified consultant who can get you going down the right path. It's a lot easier to train in the beginning than to clean up later.

[anrura]

Thanks for the reply. But what if I've already created a company, is there a way to change that? Thanks!

[SMC]

There is no way to change that. You will need to start a new company if you want to enter 2008 transactions. You can also export customer, vendors, etc that you have set up and import them in to the new company. The help will give you detailed instructions on how to do that.

For another source for learning Peachtree, I thing 2009 has some how-to videos available from the help menu.