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Peachtree Overview

 

peachtree accounting softwarePeachtree was purchased by Sage and discontinued in favor of Sage 50. However, it is still an excellent accounting software system and available used a considerable savings. It is ideal for your Retirement Business. (Note: I recommend QuickBooks Online as the best accounting software for a Retirement Business.)

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It provides the ability to create invoices, record customer payments, and print customer statements

It is quick and easy to setup and even integrates with Microsoft Excel.

If you are looking for an easy-to-use basic accounting solution and a lower price than Sage 50 or QuickBooks Online that look into Peachtree.

Peachtree 2010 is an intermediate-level accounting solution that helps improve productivity with standard accounting features that can automate invoices, checks, and track employee payroll. Users can record customer payments, create budgets, and track sales, inventory, and expenses. Plus, it provides 100+ reports and financial statements.

Easily and quickly view all history related to a particular customer or vendor transaction.

Use Business Analytics to help improve your business’ financial health and make critical decisions.

Product Features

  • Basic Inventory
  • Integrates with Microsoft Word
  • Easy Conversion from QuickBooks
  • Automate Billing and Payments
  • Comparative Budgeting
  • Transaction History

Easily and quickly view all history related to a particular customer or vendor transaction throughout the entire chain of events at any point in the sales or purchase process. View forward from a purchase order to a payment or backwards from a receipt to a quote. Save time getting to the information you need to take action!

Business Analytics

See how your company is performing compared to other companies in your industry or geographic region with the new customizable company dashboard! Get instant access to view up-to date key financial trends in order to compare items such as Total Revenue, Gross Margin %, Days Sales Outstanding, and much more.

Multiple Contacts

Store a virtually unlimited number of contacts for every customer in Peachtree! TrackĀ  details like contacts’ titles, phone numbers, e-mail address, and specify the ship-to addresses. A Notes field allows you to track unique information about each contact, like shipping instructions.

Automatic Backup

No more hassles or worries about safeguarding data in Peachtree. Automate your backup process for any time that is convenient for you and your company! With Peachtree Automatic Backup, set up your schedule once, and the rest is taken care of for you. Peachtree doesn’t even have to be running to make the scheduled backup. Notify users to log out, or automatically log them off in order to run your backup (Peachtree Quantum only).

Password Security

Secure your company’s data from unauthorized access with increased password security options. Strengthen your password security with new customizable options such as automatic password expiration, multiple incorrect password attempts lockout, no repeat passwords, and masking passwords from other users in Peachtree. Maintenance is easier giving users the ability to change their own passwords without relying on the admin, and requiring strong password compliance.

In-Product Advisor

Learn the best way to work within Peachtree by leveraging our in-product user tips. These tips will help you discover functions or features that will assist you in learning other areas of the product quicker. The Advisor will assist you in pointing out better ways to accomplish common tasks in the program, in areas such as Sales/Invoicing, Inventory, Vendors, Receipts and

General Journal Entries

Set your experience with Peachtree to maximize the effectiveness of assistance you might require, and set the length of time that each message will be displayed.


Click here for more information on Peachtree Accounting Software for your Retirement Business


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