Peachtree Year End Check List – Make a Historical Company – 800-475-1047 – Consultant – Support – Training – Reseller
How to make a historical company in Sage Peachtree
Are you on an older version and need to upgrade
Year End Check List
Consultant – Support – Training – Reseller
- Login to the live company and backup company data
- Create a New Company “2017 History” (Current year to archive)
- Restore the backup into the 2017 History Company
- Go to Maintain -> Company Data -> chance the company name to “2017 History” company
- Log in to the Live Company
- Confirm all old Sales Orders have been closed
- Confirm all old Purchase Orders have been closed
- Print the following reports using 12/31/2017
– General Ledger Trial Balance
– Accounts Payable Aging
– Accounts Receivable Aging
– Inventory Valuation
– Payroll YTD Earnings
- Go to Tasks -> System -> Year End Wizard
For more information on Sage Peachtree give one of our professional consultants a call 800-475-1047 www.jcscomputer.com
With over 25 years of accounting and business knowledge as well as proficient technical background you get the training and support your business needs and deserves working with a proficient expert consultant. You can work with the same consultant to help you master your Sage Software and for those occasional questions you need help with so you can understand best practices and how to manage your company information and books.
Put our 25 years of experience to work for you!
“Your Success is Our Goal”
www.jcscomputer.com 800-475-1047 solutions@jcscomputer.com
Like us on Facebook and follow us on Twitter
Alabama Alaska Arizona Arkansas California Colorado Connecticut Delaware Florida Georgia Hawaii Idaho Illinois Indiana Iowa Kansas Kentucky Louisiana Maine Maryland Massachusetts Michigan Minnesota Mississippi Missouri Montana Nebraska Nevada New Hampshire New Jersey New Mexico New York North Carolina North Dakota Ohio Oklahoma Oregon Pennsylvania Rhode Island South Carolina South Dakota Tennessee Texas Utah Vermont Virginia Washington West Virginia Wisconsin Wyoming
