Here are some suggestions that have helped me over the 10 years I have used Peachtree:
 
  1. Do a backup from within Peachtree every day!  Even if your technical people say it is not necessary. I generally keep 3 months of backup & get rid of the ones over 90 days old.

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  2. Watch the "account type" when you set up a new account in the chart of accounts. You could use the "Change ID" function in Chart of accounts to re-number accounts so the same type is in the same number series.  I.e. all costs of goods sold accounts are usually in the 500s.

  3. Add account names to accounts that only have a number.  Peachtree recommends that all accounts have the same number of characters.  Yours may have 3 and some have 4 or 5.  Again, you can use the "Change ID" function to clean this up.

  4. Try to avoid "Deleting transactions".  Sometimes it's OK, but other "deletes" can cause unexpected problems.

  5. Always set up users - have each user sign in under their own user name and keep passwords confidential.

  6. Be selective on which users have rights to: backup, restore, purge, year-end wizard, export and import.  General rule is to give users the minimum rights they need to do their job.
 

jobrien@jcscomputer.com
www.jcscomputer.com
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Jennifer O'Brien is a Peachtree by Sage Certified Consultant