How to Maintain Vendor Account:-

We will open Peachtree Accounting and setup a new company and make chart of accounts. Now we will make subsidiary ledgers of Account Payables. We will use Vendor option in Maintain menu. After doing this we click on maintain that window is appear:

After that we click on Maintain menu option Vendor than we will receive many information about vendor account this window will display:

Now we will put information in Header Fields and Tabs: Vendor Id and Name in this which is displayed:

We will enter Vendor id and Name. There is also a Lookup option to see the previous record of the vendor and there is also back and next button and the last Inactive button for financial year.

Than we click on General Tab this window will appear:

In this we will enter main information about vendor Contact, Address, Vendor type, and Telephone etc.

After that we will select Purchase Default in maintain vendor window:

Inventory is the Purchase Account of Vendor. There are many options: purchase rep. and Tan id etc which can we change in default vendor option.

After doing this we will select Custom Fields that window will appear:

We will give formation by clicking on Custom Fields: Office manager, Account Rep. and Special Note. We select and enter customer record in it.

Than select History Tab in than this window will display:

When there is already saved a vendor data can display by pressing history tab. When we will enter we vendor we can enter information on it. About: Vendor Since, Last Invoice Date, Last Invoice Amount, Last Payment Date, and Last Payment Amount. Period History, Purchases, and Payments are also rerecorded in it.

How to maintain customer records.

How to Maintain Customers Records:-

Firstly we will build a new company in Peachtree and that window will appear:

In this we receive different options on 1^st tab we will select Maintain option by clicking on this window is display:

By clicking on maintain there are many options display we will click on option Customer/Prospects than that window will appear:

In this we will fill the requirements of hider: customer id and name this window is display:

After entering data we select tab Sales Defaults from different tabs and that window will appear:

In this window we will enter GL Sales Account id which is very important. We click on GL Sales Account ‘’Look up’’ button and this window display:

We will receive charts of accounts and click on Sales Account than that window will appear:

After that we will select Tab Payments Defaults than this window will display:

In this window we will enter Cardholder’s Name, credit card num, Adress and expiry date this window is received:

By doing this we will select Customer Field Tab and this window will received:

 

In this we fill up these requirements: Second Contract, Reference, Mailing List, Multiple sites. After that we select Tab of History and this window will display:

When we make customers account we will receive the information about Last Invoice Date and Amount, Last Payment Date and Amount and Last Statement Date will received.

Customer Default Information:-

We will open Peachtree Accounting Set up a new company and select Maintain option from the tab and received different options list and we will click on Default Information than this window will display:

BY clicking on default information we will receive these options: Customers, venders, and Employees etc and this page will appear:

 

We will select option of Customers clicking on customers this window will display on screen:

 

In this we will enter Net days, discounting days, discount%, and selects credit limit. Write GL sales account and Discount GL account in payments term option.

After that we will sellcet option account agging this window will appear: 

Than we will sellectdifferent agging columns. After that we will sellect Customers Field option from Tab in this we can change the customers field.

By clicling on this that window will display on screen:

 

  

In this we can change the options of customers’ field if we want to change.

Than we will click on Finances Charges than that window will appear:

In this we will enter overdue charges, interest rate, balance, minimum finance charges and make finance account.

Than that window will display:

By entering these things we will select Pay Method option.

Clicking on it this window will appear:

In this we will selects accounts and enter pay methods and we will click on OK.