User Guide

Table of Contents
Getting Started Guide
ii
I’m not using a network now, but I plan to in the future.
How should I install Peachtree Accounting?. . . . . . . . . . . . . . . . . . . . . . .25
I get an error message during installation that says
it can’t read or copy a file. What should I do?. . . . . . . . . . . . . . . . . . . . . .25
I’m getting a message that says “Setup initialization error due to
insufficient memory” or the message “Cannot find Status.dat”
and/or “Options.dat.” How can I correct it? . . . . . . . . . . . . . . . . . . . . . . .26
Why am I getting a “Btrieve version 5.10 is too old” message
when I attempt to start Peachtree Accounting?. . . . . . . . . . . . . . . . . . . . .26
I’m having problems using Peachtree Accounting
and my large system fonts. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .26
I’m starting Peachtree on a workstation across the network,
and I’m receiving the message “Cannot open
F:\PEACHW\STATUS.DAT or OPTIONS.DAT.”
What do I need to do to correct it?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .27
I’m installing on a Novell Network version 3.12 or higher
workstation, and am getting a “could not remove file” message.
Why is Peachtree Accounting not installing on my network? . . . . . . . . .27
I’m running Peachtree Accounting on a network, and I frequently
receive the message “The record in file ‘Customer.DAT’ is
currently in use. Please try again when it is available.”
What can I do about this? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .27
Chapter 2 Upgrading from Previous Versions
Installing the Upgrade . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .30
Using Existing Data. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .30
Converting Existing Company Data. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .31
Before You Begin. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .31
Starting the Data Conversion. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .31
Troubleshooting the Conversion. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .33
Troubleshooting Data Conversion on a Network. . . . . . . . . . . . . . . . . . .34
Conversion Issues. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .35
Features in Release 7 that May Impact Conversion. . . . . . . . . . . . . . . . . . . .35
Year 2000 Compliant. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .35
User/Password Security . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .35
Use Audit Trail. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .36
Hide G/L Accounts. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .37
Accounting Behind the Screens . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .37
Peachtree Accounting Color Schemes . . . . . . . . . . . . . . . . . . . . . . . . . . . .38
Time and Expense Ticket Descriptions . . . . . . . . . . . . . . . . . . . . . . . . . . .39
From Peachtree Complete Accounting Release 4. . . . . . . . . . . . . . . . . . . . . .39
From Peachtree Accounting Release 3.5 (or lower). . . . . . . . . . . . . . . . . . . .40
After the Conversion . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .41
Upgrading Inventory from Peachtree Accounting Release 3.0 . . . . . . . .44
From Peachtree First Accounting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .45
Upgrading Inventory from First Accounting Release 1.0. . . . . . . . . . . . .45
Upgrading Payroll from First Accounting Release 1.0 . . . . . . . . . . . . . . .46