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Sage Peachtree Nonprofit Training Class

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Welcome to the Peachtree Software Nonprofit Training Class. This 1/2 day course is geared toward current Peachtree users who wish a more detailed, behind the scenes, understanding of the programs capabilities for nonprofit organizations. The features covered in the class apply to all Peachtree Software programs including Peachtree 2009 and Peachtree Quantum.

Students are required to have a basic working knowledge of Windows and a solid understanding of Peachtree, or have completed the Introduction and intermediate Peachtree courses. During class participants will review some basic company set-up features, transaction entry and how they impact the General Ledger. Additionally, how to close and balance the cash accounts. Students will learn how to customize Financial Statements, set-up User security rights & other advanced features of the system.

This class is taught by an experienced certified trainer. There will be a maximum of 4 students per class and are hands on 1 person per PC. All classes are CPE accredited. Students will receive a certificate of completion.

 
Security
  • Setting up User Passwords
  • Audit Report
Review Backup Utility
  • Setting a Backup Schedule
  • Time and Billing
  • Setup
Donor Grantor Setup
Summary List Reporting

Statement of Revenues and Expenditures
  • Month to Date
  • Year to Date
  • By program, project or fund
Conversions
  • Manual to Peachtree
  • QuickBooks to Peachtree
  • Other systems to Peachtree
Audit Trains
Internal Accounting Review
Customizing Reports
Customizing Financial Reports
Closing the Period
Statement of Financial Position
Questions and Answers

Fee: 1/2 day session $249.00Guaranteed! or the next class is FREE
View calendar for dates and locations
Sign up here or call 800-475-1047


Course cancellation must be received in writing 5 days prior to course date to be eligible for refund and are subject to $50 administrative fee. The class may be rescheduled with no administrative fee.











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