Entering Charts of Accounts

Peachtree Software

ENTERING CHARTS OF ACCOUNT

To enter the charts of accounts manually open the existing company first then click on maintain dropdown toolbar and then click on charts of accounts option. The next window will open in which we have to type the “account ID”, “description” and “account type”.

 

Entering Chart of Account

If we want to make an account of cash, then first we have to give the Account ID like 100, 105, 101, etc, then we have to give the Description like cash in hand, cash at bank, etc. And the last one is Account type which we select form the list given by Peachtree like cash.

 

Saving the Charts of Accounts

When we enter the things in “Account ID, Description, Account Type” then we save the information regarding an account. There are two basic ways to save an Account, through mouse click on the save button which is on the top of the toolbar. This will save this particular account you have entered. When an account saves the curser will return to the “Account ID”. Then you are able to enter the other account. The second way is press “Alt + S” from your keyboard

 

Changing Account Type

Changing an account’s “Description” and “Account Type” is a easy task, simply select the account you want to change, from the “Magnifying Glass” or “Search” button. And second way is by typing an Account ID, when description appear change the Account Type and click save your new Description and Account Type is now saved.

 

Changing Account ID

Account “Description” and “Account Type” can be changed easily by just entering a new Description or the Account type and save it, but to change an Account ID, 1^st we select the account by click on “Magnifying Glass” or “Search” button or by typing the Account ID, then select the “Change ID” button on the top at toolbar, a small new window will open named as “Change Account ID”, the Current ID is hidden and we can not change it we can only write by  new ID in the dialog box named “Enter New Account ID” type the new account ID and click on “Ok”, your Account ID is now changed and saved.

 

Deleting an Account

To delete an account first we have to select the account by clicking on “Magnifying Glass” or “Search” button or by typing the Account ID, now click on “Delete” button on the top at toolbar, a small new window will open to conform that you really want to delete the selected record, click “Yes” if you want to delete an account.