Peachtree® Hints

Moving Around

Control & tab keys held down at the same time will move you from screen to screen within Peachtree® software. This is valuable when working on several modules frequently. It is also very helpful when researching problems needing several Peachtree® reports.
Shift & tab keys held down at the same time will move you back a field. This is especially helpful while entering long journal entries or multiple line entries in accounts payable or receivable.
Alt & tab keys held down at the same time will move you from program to program. If you are working on a Excel spreadsheet and/or Word Perfect and need information out of Peachtree®, this is a handy tool.

Searching

When searching for an amount larger than $999.99 in Peachtree®, be sure to include the comma in your search. This problem was resolved starting in the 2008 version.

Unable to see either the account number or name

Look under “Options” and then “Global”. Uncheck the boxes under “Hide General Ledger Accounts”. These are automatically checked when Peachtree® is installed.

On the second tab, “General”, select “2 line” under “Line Item Entry Display”. This will allow you to see the name of the account that you have selected when entering accounts payable, accounts receivable and journal entries.

Other

When entering receipts or payments, the date of the receipt or payment needs to be in the same month or later month than the invoices selected for deposits or checks.