User Guide

• Table of Contents •
i
Chapter 1 Introducing and Installing Peachtree Accounting
Introducing Peachtree Complete Accounting Release 7. . . . . . . . . . . . . . . . . . . 2
About This Guide. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
System Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Contents of the Peachtree Accounting Package . . . . . . . . . . . . . . . . . . . . . . . 4
Contents of the Peachtree Accounting Compact Disc. . . . . . . . . . . . . . . . . . 4
Installing Peachtree Accounting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Installing Online Documentation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Displaying the Peachtree Accounting Online Manuals. . . . . . . . . . . . . . . 7
Installing Peachtree Accounting on a Network . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Network Considerations. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Installing on a Client/Server Network . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Installing on a Peer-to-Peer Network . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Installing on the Network Administrator’s Machine . . . . . . . . . . . . . . . 11
Installing on a Workstation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
About Record and File Locking . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Record Locks. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Exclusive File Locks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
What’s Next? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Registering Peachtree Accounting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Practicing with Sample Data and Tutorials. . . . . . . . . . . . . . . . . . . . . . . . . . 18
Exploring Sample Company Data. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Following Online and Written Tutorials . . . . . . . . . . . . . . . . . . . . . . . . . 19
Creating a New Company. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Converting Existing Company Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
Peachtree Technical Support. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
Before Contacting Technical Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
Uninstalling Peachtree Accounting. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
Troubleshooting Installation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
Frequently Asked Questions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
When I attempt to install Peachtree Accounting,
I received the error, “You must have full administrative rights
to your computer.” What’s wrong?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
What will happen to my existing Peachtree company
after I install the upgrade? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
What will happen to my custom reports, forms,
and financial statements?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
I tried opening Peachtree Accounting, and received
an error that read “Btrieve initialization failed due to invalid
transaction file. Please delete the Btrieve.trn file, exit Windows
and retry.” What happened? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25