Peachtree (SAGE Peachtree) 

ERP & CRM Applications​

Peachtree (SAGE Peachtree) 

Welcome to the Peachtree course, focusing on SAGE Peachtree software. Peachtree is a comprehensive accounting software solution that helps businesses manage their financial activities, including bookkeeping, invoicing, payroll, and financial reporting. This course will provide you with a thorough understanding of Peachtree and equip you with the skills to effectively utilize the software to maintain accurate financial records and streamline accounting processes.

Course Outline

Module 1: Introduction to Peachtree

  • Overview of Peachtree and its features
  • Understanding the purpose and benefits of using Peachtree
  • Navigating the Peachtree user interface
  • Setting up a new company file in Peachtree

Module 2: Chart of Accounts and General Ledger

  • Creating and managing the chart of accounts
  • Recording general journal entries
  • Managing the general ledger and account balances
  • Generating financial reports from the general ledger

Module 3: Accounts Receivable and Invoicing

  • Setting up customer records in Peachtree
  • Creating and managing customer invoices
  • Tracking customer payments and managing accounts receivable
  • Generating reports for accounts receivable and customer analysis

Module 4: Accounts Payable and Purchases

  • Setting up vendor records in Peachtree
  • Managing purchase orders and receiving goods
  • Recording vendor invoices and managing accounts payable
  • Generating reports for accounts payable and vendor analysis

Module 5: Bank Reconciliation and Cash Management

  • Reconciling bank statements with Peachtree records
  • Managing cash receipts and cash disbursements
  • Handling petty cash transactions
  • Generating reports for cash management and bank reconciliation

Module 6: Payroll Processing

  • Setting up employee records in Peachtree
  • Processing payroll and generating paychecks
  • Calculating and remitting payroll taxes
  • Generating payroll reports and employee earnings statements

Module 7: Financial Reporting and Analysis

  • Generating financial statements (balance sheet, income statement, cash flow statement)
  • Analyzing financial data and performance
  • Creating custom reports and financial analysis tools
  • Utilizing Peachtree’s reporting capabilities for decision making

Module 8: Year-End Closing and Tax Preparation

  • Conducting year-end closing procedures in Peachtree
  • Generating year-end financial reports
  • Preparing data for tax filing purposes
  • Managing fiscal year changes in Peachtree

Module 9: Peachtree Administration and Maintenance

  • Managing user access and security in Peachtree
  • Configuring Peachtree system settings and preferences
  • Performing data backup and restoration
  • Resolving common issues and errors in Peachtree


  • Basic understanding of accounting principles and financial concepts
  • Familiarity with computer systems and basic software usage
  • No prior experience with Peachtree required

By the end of this course, you will have a comprehensive understanding of Peachtree (SAGE Peachtree) and its various modules. You will be able to effectively utilize Peachtree to manage financial activities, maintain accurate records, and generate useful financial reports. Master Peachtree and streamline your organization’s accounting processes through the Peachtree course.

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