Peachtree for DUMmIES 3rd.pdf

PEACHTREE ®

FOR

DUMMIES ‰

3 RD EDITION

by Elaine Marmel and Diane Koers

Peachtree ® For Dummies, 3rd Edition

Published by

Wiley Publishing, Inc.

111 River Street

Hoboken, NJ 07030-5774

www.wiley.com

Published by Wiley Publishing, Inc., Indianapolis, Indiana

Published simultaneously in Canada

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States and other countries, and may not be used without written permission. Peachtree is a registered

trademark of Sage Software SB, Inc. All other trademarks are the property of their respective owners.

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Library of Congress Control Number: 2007935015

ISBN: 978-0-470-17988-8

Manufactured in the United States of America

10 9 8 7 6 5 4 3 2 1

About the Authors

Elaine Marmel is president of Marmel Enterprises, LLC, an organization that

specializes in technical writing and software training. Elaine has an MBA from

Cornell University and has worked on projects to build financial management

systems for New York City and Washington, D.C. This prior experience pro-

vided the foundation for Marmel Enterprises, LLC, to help small businesses

implement computerized accounting systems.

Elaine spends most of her time writing; she has authored and coauthored

more than 50 books about software products, including Quicken for

Windows, Quicken for DOS, Peachtree, QuickBooks, Microsoft Excel,

Microsoft Project, Microsoft Word for Windows, Microsoft Word for the Mac,

1-2-3 for Windows, and Lotus Notes. For 12 years, she was a contributing

editor to monthly magazines that described ways to use Peachtree and

QuickBooks.

Elaine left her native Chicago for the warmer climes of Arizona (by way of

Cincinnati, Ohio; Jerusalem, Israel; Ithaca, New York; Washington, D.C.; and

Tampa, Florida), where she cherishes her small piece of the desert with her

human family (brother Jim and sister-in-law Mariann) and her animal family

(Josh the dog and Cato, Watson, and Buddy, the cats) and sings barbershop

harmony with the International Champion Scottsdale Chorus.

Diane Koers owns and operates All Business Service, a software training and

consulting business formed in 1988 that services the central Indiana area. Her

area of expertise has long been in the word processing, spreadsheet, and

graphics area of computing as well as in providing training and support for

Peachtree Accounting Software. Diane’s authoring experience includes more

than 30 books on topics such as PC security, Microsoft Windows, Microsoft

Office, Microsoft Works, WordPerfect, Paint Shop Pro, Lotus SmartSuite,

Quicken, Microsoft Money, and Peachtree Accounting. Many of her books

have been translated into other languages such as Dutch, Bulgarian, Spanish,

and Greek. She has also developed and written numerous training manuals

for her clients.

Diane and her husband enjoy spending their free time traveling and playing

with her grandsons and her Yorkshire terriers.

Dedication

Elaine’s dedication: To my brother and sister-in-law: It’s good to be sharing a

city with you again.

Diane’s dedication: To Tresee and Trina: my daughters.

Authors’ Acknowledgments

We are deeply indebted to the many people who worked on this book. Thank

you for all the time, effort, and support you gave and for your assistance.

Oh, where to start? First, thank you to Bob Woerner for your confidence in us

and your support in pushing to get this book published, and for listening to

us whine throughout the process.

Thank you to all our many editors and production staff, especially Blair

Pottenger for your patience, guidance, and assistance, Teresa Artman and

Jessica Parker for your assistance in making this book grammatically correct,

and David Ringstrom for your assistance in making sure that we weren’t fib-

bing about the product.

Lastly, thanks to our families for continuing their support of our stress tantrums

and our late-night hours and for keeping us supplied with chocolate.

Publisher’s Acknowledgments

We’re proud of this book; please send us your comments through our online registration form

located at www.dummies.com/r egister / .

Some of the people who helped bring this book to market include the following:

Acquisitions, Editorial, and

Media Development

Project Editor: Blair J. Pottenger

Senior Acquisitions Editor: Bob Woerner

Senior Copy Editor: Teresa Artman

Copy Editor: Jessica Parker

Technical Editor: David Ringstrom

Editorial Manager: Kevin Kirschner

Media Project Supervisor:

Laura Moss-Hollister

Media Development Specialist: Angela Denny

Editorial Assistant: Amanda Foxworth

Sr. Editorial Assistant: Cherie Case

Cartoons: Rich Tennant

( www.the5thwave.com )

Composition Services

Project Coordinator: Erin Smith

Layout and Graphics: Carl Byers,

Stephanie D. Jumper, Alicia B. South,

Ronald Terry, Christine Williams

Proofreaders: Debbye Butler, Susan Moritz

Indexer: Potomac Indexing, LLC

Anniversary Logo Design: Richard Pacifico

Publishing and Editorial for Technology Dummies

Richard Swadley, Vice President and Executive Group Publisher

Andy Cummings, Vice President and Publisher

Mary Bednarek, Executive Acquisitions Director

Mary C. Corder, Editorial Director

Publishing for Consumer Dummies

Diane Graves Steele, Vice President and Publisher

Joyce Pepple, Acquisitions Director

Composition Services

Gerry Fahey, Vice President of Production Services

Debbie Stailey, Director of Composition Services

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