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Sage Peachtree Nonprofit Training Class

Sage Premier Training Center Course Outline

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.

Cancellation policy: 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.

Sage Authorized Premier Training Center and Peachtree
Software Support

Call Toll Free 800-475-1047

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

Copyright 2010 Accounting Business Solutions by JCS, Inc.
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Accounting Business Solutions by JCS software training and support for Sage Peachtree, ACT! by Sage, Timeslips by Sage Fixed Asset, Sage MAS 90 ERP, Sage MAS 200 ERP and Crystal Reports are available in 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 and Wyoming.

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