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Computerized Accounting with PeachTree Sage

Category:Accounting & Finance
12 Weeks
On-premises
Instructor Led

Course Brief

Computerized accounting is the use of accounting software to manage financial transactions and produce financial reports. PeachTree Sage is a popular accounting software program that is used by many businesses and organizations. Doing a course in computerized accounting with PeachTree Sage can help you learn how to use PeachTree Sage and other accounting software to manage financial transactions and produce financial reports.

  • Overview of computerized accounting and its benefits
  • Setting up a company in PeachTree Sage
  • Navigating the PeachTree Sage interface

  • Entering transactions in the general ledger
  • Using journals to record transactions
  • Understanding the double-entry accounting system

  • Importing bank statements into PeachTree Sage
  • Matching transactions and resolving discrepancies
  • Recording bank reconciliation adjustments

  • Setting up customers and vendors in PeachTree Sage
  • Recording sales and purchases
  • Generating invoices and statements

  • Setting up inventory items in PeachTree Sage
  • Recording inventory purchases and sales
  • Performing physical inventory counts

  • Understanding the elements of financial statements
  • Generating balance sheets, income statements, and statements of cash flows in PeachTree Sage
  • Analyzing financial statements for business performance

  • Setting up budgets in PeachTree Sage
  • Comparing actual results to budgeted amounts
  • Creating forecasted financial statements

  • Setting up jobs and phases in PeachTree Sage
  • Tracking employee time and expenses
  • Generating job cost reports

  • Setting up sales tax rates and accounts in PeachTree Sage
  • Recording sales tax on invoices and purchases
  • Processing payroll and generating payroll reports

  • Customizing the chart of accounts
  • Adding custom fields to transactions and master files
  • Creating custom reports and forms

  • Backing up and restoring data in PeachTree Sage
  • Managing user access and security levels
  • Troubleshooting common issues

  • Integrating PeachTree Sage with other software
  • Exporting and importing data
  • Using PeachTree Sage in a multi-currency environment

"I will be the leader of a company that ends up being worth billions of dollars, because I got the answers. I understand culture. I am the nucleus. I think that’s a responsibility that I have, to push possibilities, to show people, this is the level that things could be at."

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