Pre-Installation Checklist for All Peachtreee Software Products

In the same way as you wouldn't build a house without first clearing the site, packing down a foundation and laying a concrete slab, installing even the most robust business accounting software is useless if you don't have the correct resources. Of course, the system requirements will vary per program, from Peachtree Complete to Peachtree Quantum - but this checklist of qualifications to install Peachtree Accounting packages applies to all the versions. Run through the list to save yourself a lot of time and annoyance in the future!

Check your hard disk space, your RAM and your processor speed

This varies for every program, but it definitely worth taking the time to check that you have at least the minimum requirements (and ideally, the 'recommended' system requirements) for whatever your version of the product is. Your trainer can help you determine this, or you can find it on the Peachtree website.

Are you logged in as the administrator?

In some companies the system administrator might not necessarily be the person responsible for the accounting function. You'll need the system administrator rights to be able to install Peachtree Accounting on any computer.

Disable antivirus and firewalls

Many antivirus programs can cause 'hiccups' in the installation process that make things very difficult for you later on. Disconnect your computer from the internet to ensure that there are no security issues with turning your firewall and antivirus off, then completely disable them before installing your business software.

If upgrading, do you know where your company data is?

If you are upgrading from another version of Peahctree, you might not have a chance to find your company data in the middle of the installation process. Before you start, go to Maintain > Company Information and note the location listed.

If installing on a server, do you have the folder shared and permissions set up properly?

If you're installing Peachtree for multiple users on a server, you'll need to ensure that you have the folders shared on the server, and the permissions set up properly. They can conceivably be added later, but it is far more difficult to do it retrospectively.

Peachtree User Problems Solved - May 2010

Sage software has been one of the foremost accounting programs worldwide for many years now - so thankfully, when you have an odd problem with the software, there are plenty of people that have an answer for you! Today we check out some recent Peachtree Accounting user problems, and the solutions to them. Some are easy, some are a little trickier. Check here first!

Shrunken sales order window

In Peachtree Complete 2010, some people have been finding that upon opening a sales order or purchase order, the entry window takes up quite a small space relative to what it used to. You need to maximize and then minimize the window to take it back to its usual size. Unfortunately this isn’t something that has a quick fix within your setup - it is simply a minor software bug. Expect one of the updates to correct this issue.

Maximum amount of vacation hours

Some new users whose employee vacation setup allows for a maximum number of vacation hours to be accrued have had trouble finding how to make vacation hours stop accruing once they have been earned. If you check the formula for Medicare deduction, you'll see how the MAX parameter is invoked in the business accounting software formula.

Federal deductions coming up incorrectly

An unusual but fairly pressing problem has hit a couple of users - the federal deductions ar not coming out correctly, though the formula entered is correct. The expert advice currently is to do the following:

• Check that your tax tables are correct
• If the company is new, check that there are no hidden tables held over from a previous version
• Check your pay frequencies

If you keep having trouble, try calling a registered Peachtree software support consultant.

Dashboard doesn’t match aged report

A couple of users are finding that the total amount on the main dashboard for accounts receivable doesn't match the data in the accounts receivable aged report. The solution in most cases has been to check the system date, which affects entries on the dashboard, or to run data verification to see if there is a database problem.