Simple Purchases

[LSander]

I need advice on entering my purchases.

We are just getting started with Peachtree, upgrading from a homebrew Excel system. Our main need is for Peachtree's reporting capabilities.

We use the cash basis, and we do NOT have purchase orders. We have about five regular vendors, and many one-time purchases from miscellaneous vendors.

Most of our purchases are made with a debit card. Some are made with PayPal. A few are made with checks. With all these methods, money is taken directly from our checking account.

I need a simple, no-nonsense way of entering purchases.

I also need to import about 100-200 purchases from past periods. (I've successfully imported cash receipts from past periods, so I've walked this path a bit already.)

Any suggestions?

Lou Sander
Pittsburgh, PA

[Sue Seibert]

You use rhe purchase journal primarily when you are recording purchases to be paid later. Why not enter them as write checks, using the paypal reference as the check number and export so that you can look at the format when you export. Then you can build the other transactions in excel and import them.

Sharon, PA

[Hayman Cheung]

You can simply skip the Purchases and enter the payment directly!

[LSander]

Thanks! I have got it figured out.