Archive for category Sage 50 / Peachtree Tips

Pricing Formulas

Pricing formulas can make it easy to changes prices for your whole inventory.

Using Price Levels in Sage 50 US Edition (formerly Peachtree)

Easily assign different prices to different groups of customers using price levels.

Creating an Annual Financial Forecast

Learn how to combine budget and actual data using a custom income statement to make a year-end projection.

Why Does The Word “Duplicate” Print On My Checks And Invoices?

Do you ever see the word “Duplicate” printed in the signature area of your checks or below the invoice number and date on your invoices even when you are printing them for the first time? Read this tip for two ways to solve this problem.

Apply Vendor Invoice To Customer Balance

If you have customer that are also vendors, you may want to offset the A/R and A/P balances against each other. This tip shows you how to do it easily.

1099s – HOW TO GET THE RIGHT AMOUNT ON THE RIGHT FORM

Peachtree can print both 1099-MISC and 1099-INT forms. And on the 1099-MISC, amounts can go in up to 11 different boxes. This tip will show you the 2 settings in Peachtree that make it easy to get your 1099s to print correctly.

WRITING OFF BAD DEBT

As we approach year end, many people want to clean up uncollectable balances in their accounts receivable. Follow these easy steps for writing off bad debt.

CUSTOMER INVOICES THAT SHOW ON AGING REPORT BUT NOT IN RECEIPTS

Do you have invoices that show on your aged receivables that but you can’t find them in Receipts to apply a payment or credit? Correcting this problem is simple and quick.

STARTING A NEW LINE WITHIN AN INVOICE DESCRIPTION

When typing in the description field of a Peachtree invoice, the enter key moves you to the next field. Read this tip to find out how to start a new line of text within the same description field.

Using Credit Cards in Accounts Payable

Peachtree’s procedure for recording your credit card purchases is easy, but not entirely obvious. This tip explains the options so you can choose the method that fits your needs.