Chapter 1 Introduction to Bellwether Garden Supply - PowerPoint PPT Presentation

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Chapter 1 Introduction to Bellwether Garden Supply

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  1. Chapter 1Introduction to Bellwether Garden Supply

  2. The Sample Company –Bellwether Garden Supply • The sample company, Bellwether Garden Supply, is shown in Chapters 1-7. You learn about the basic features of Peachtree Complete Accounting 2006 (PCA), Release 13. Completing these chapters will help you become familiar with the software. • The Peachtree CD packaged with the book includes the sample company data. • Computer accounting skills are reviewed in more depth beginning in Chapter 9. ©The McGraw-Hill Companies, Inc.

  3. Software Objectives, p. 3 • Start Peachtree Complete Accounting 2006 (PCA). • Explore the sample company, Bellwether Garden Supply. • Back up Bellwether Garden Supply data. • Restore data with Peachtree’s restore Wizard. • Operate Peachtree’s menus, drop-down lists, lookup fields, toolbar, and navigation aid. • Navigate Windows Explorer. • Explore Peachtree Today to link to the Internet and learn about software features. • Make three backups: 1) Back up starting data for Bellwether Garden Supply; 2) back up Chapter 1 data; and 3) back up Exercise 1-2. ©The McGraw-Hill Companies, Inc.

  4. Web Objectives, p. 3 • Use PCA to link to Peachtree’s website at www.peachtree.com. • Go to the PRESS list and select Recent Press Releases. • Link to two Peachtree press releases and write an essay about each one. • Use your Internet browser to go to the book’s website at www.mhhe.com/yacht2006. • Complete the first web exercise in Part 1. ©The McGraw-Hill Companies, Inc.

  5. Peachtree Tips • If you have more than one section of students using the sample company, you should restore the starting data for Bellwether Garden Supply before beginning your next class. Instructions for making the first backup are on textbook pages 17-20. This backup is for Bellwether’s starting data. At this point in Chapter 1, students have not added any information to the sample company. The backup name is bgs.ptb. • The textbook shows detailed steps for backing up to a hard drive location. Peachtree’s backups default to the hard drive. Students can also specify a location for backing up, such as a network location or external media. External media includes USB drive; CD-RW drive; DVD-RW drive; USB drive; or Zip drive or floppy disk drive. One CD-R, DVD-R, USB media, or Zip disk can be used for backing up. • The textbook steps assume Peachtree’s default hard-drive location is used for backups. If the computer has a USB drive, a USB flash or thumb drive is recommended instead of a floppy disk. (If backups are made to a floppy disk, each Bellwether Garden Supply backup requires two or more blank formatted disks.) ©The McGraw-Hill Companies, Inc.

  6. Peachtree Tips • See textbook pages 24 through 28 for using Peachtree’s Restore Wizard. Peachtree’s Restore Wizard allows you to restore An Existing Company (the default); or, restore A New Company.For more information, refer to the Read Me box on textbook page 27. • Students can restore from a back up file even if no Peachtree company exists. Close Peachtree’s start up window. Select File; Restore. Select the location of the backup file. On the Restore Wizard’s Select Company window, select A New Company. The A New Company selection allows you to restore backup data, bypassing the process of new company set up. ©The McGraw-Hill Companies, Inc.

  7. Backing Up, page 2 The chart below shows the size of the backups made in Chapter 1. You can specify a hard drive location or back up to external media, such as, a CD-RW drive, DVD-RW drive, USB drive, or Zip drive. ©The McGraw-Hill Companies, Inc.

  8. Chapter 1 Topics • Software objectives, p. 3 • Web objectives, p. 3 • Mouse and keyboard basics, p. 4 • PCA’s startup window, pp. 5-6 • The Windows Environment, pp. 6-9 • Typical Windows used in PCA, pp 9-12 • The Sample Company, Bellwether Garden Supply, p. 12 • Getting started, pp. 12-14 • Displaying product information, pp. 14-15 • Backing up Bellwether Garden Supply, pp. 15-17 ©The McGraw-Hill Companies, Inc.

  9. Chapter 1 Topics continued • Using Windows Explorer, pages 21-23 • Using Peachtree’s Restore Wizard, pp. 24-26 • Using Peachtree Today, pp. 26-31 • Menu bar, pp. 31 • Becoming an Employee of Bellwether Garden Supply, pp. 38-40 • Backing up Chapter 1 Data, pp. 41-42 • Manual vs. computerized accounting, pp. 42-43 ©The McGraw-Hill Companies, Inc.

  10. Chapter 1 Topics concluded • Internet Activity, p. 44 • Summary & Review, p. 44-45 a. Going to the Net, p. 45 b. True/make true questions, pp. 46-48 c. Exercise 1-1, pp. 48-49 d. Exercise 1-2, pp. 49 e. Chapter 1 Index, pp. 50-51 ©The McGraw-Hill Companies, Inc.

  11. Startup window, p. 13 • From the Windows desktop, double-click on the Peachtree icon. The startup window appears. ©The McGraw-Hill Companies, Inc.

  12. Explore a Sample Company, p. 13 • When you select Explore a Sample Company from the startup menu, this window appears. Accept the default for Bellwether Garden Supply. Then, click on OK. ©The McGraw-Hill Companies, Inc.

  13. Product Information, pp. 14-15 • From the menu bar, click on Help, then About Peachtree Accounting. This window is shown on p. 15. ©The McGraw-Hill Companies, Inc.

  14. Back Up Company, p. 18 • From the menu bar, click on File, then Back up. • Click . ©The McGraw-Hill Companies, Inc.

  15. Back up continued, pp. 19-20 • Observe that the Save in field shows BCS (or the appropriate drive letter) and that the File name field shows the default name. In the File name field, highlight the default file name and then type bgs as the file name. is shown on p. 19. • Click . Complete steps 4 and 5 on p. 19. Read the information on page 20 (steps 6 and 7; step 1). ©The McGraw-Hill Companies, Inc.

  16. Using Windows Explorer, pp. 21-22 • Go to Windows Explorer and open the folder for Bellwether Garden Supply: C:\Program Files\Sage Software\Peachtree\Company\BCS, p. 22. ©The McGraw-Hill Companies, Inc.

  17. Using Windows Explorer cont., p. 22 • Right-click on the Bcs folder. A drop-down menu appears. Left-click on Properties. ©The McGraw-Hill Companies, Inc.

  18. Copying the Bcs Folder to a Zip Drive or CD-RW Drive, pages 23-24 • On pages 23-24, complete steps 1-6 to copy files using a Zip disk or CD. ©The McGraw-Hill Companies, Inc.

  19. Restore Wizard, pp. 24-25 • Complete steps 1-3 on pp. 24-25. From the menu bar, click on File; Restore. The Select Backup File window appears, p. 24. ©The McGraw-Hill Companies, Inc.

  20. Steps for Restoring from External Media, p. 26 • In the Location field, select • In the Look in field select drive E and highlight the bgs.ptb file. (Your drive letter may differ.) • Click ©The McGraw-Hill Companies, Inc.

  21. Select Company, p. 26 • The Select Company window appears. • Read the information in the Read Me box on page 27. ©The McGraw-Hill Companies, Inc.

  22. Restore Options, p. 27 • After accepting the default for An Existing Company by clicking , the Restore Options window appears. • Make sure that a check mark is next to Company Data. Click . The Confirmation window appears. ©The McGraw-Hill Companies, Inc.

  23. Confirmation window, p. 27 • Read the information on the Confirmation window; click ©The McGraw-Hill Companies, Inc.

  24. Peachtree Today, pp. 28-29 • At the bottom of your screen on the toolbar, there is a TODAY icon. Click on it. The Peachtree Today window appears. This window is shown on p. 29. ©The McGraw-Hill Companies, Inc.

  25. Peachtree Today (continued), p. 29-30 • Click once on My Business. This window is shown on p. 29. • Follow the steps on pages 29 and 30. ©The McGraw-Hill Companies, Inc.

  26. Hide Peachtree Today, p. 30-31 • From the Peachtree Today window, select the Preferences tab. Click on the box next to Display Peachtree Today each time this company is opened, to uncheck it. • Click on Peachtree Today’s title bar to close it. • Follow steps 1-4 on pp. 30-31 to make sure that Peachtree Today does not appear when you start Bellwether Garden Supply. ©The McGraw-Hill Companies, Inc.

  27. Menu bar: File pull-down menu, p. 31 • From the menu bar, click on File. ©The McGraw-Hill Companies, Inc.

  28. Menu bar: Edit pull-down menu, p. 32 • From the menu bar, click on Edit. ©The McGraw-Hill Companies, Inc.

  29. Maintain pull-down menu, p. 33 • From the menu bar, click on Maintain. ©The McGraw-Hill Companies, Inc.

  30. Tasks pull-down menu, p. 34 • From the menu bar, click on Tasks. ©The McGraw-Hill Companies, Inc.

  31. Analysis pull-down menu, p. 35 • From the menu bar, click on Analysis. ©The McGraw-Hill Companies, Inc.

  32. Options pull-down menu, p. 35 • From the menu bar, click on Options. ©The McGraw-Hill Companies, Inc.

  33. Reports pull-down menu, p. 36 • From the menu bar, click on Reports. ©The McGraw-Hill Companies, Inc.

  34. Window pull-down menu, p. 37 • From the menu bar, click on Window. ©The McGraw-Hill Companies, Inc.

  35. Help pull-down menu, p. 37 • From the menu bar, click on Help. ©The McGraw-Hill Companies, Inc.

  36. Becoming an Employee of Bellwether Garden Supply: Payroll Navigation Aid, p. 38 • Read page 38. To complete step 1, click on the Payroll Navigation Aid and a flow chart pops up. • Read p. 39. ©The McGraw-Hill Companies, Inc.

  37. Maintain Employees/Sales Reps, p. 39 • On the Payroll Navigation window, click on the Employees link. The Maintain Employees/Sales Rep window appears. ©The McGraw-Hill Companies, Inc.

  38. Adding Yourself as an Employee, pp. 40-41 • Read pages 40 and 41. • Complete steps 1-6. ©The McGraw-Hill Companies, Inc.

  39. Backing Up Chapter 1 Data, pages 41-42 • Complete steps 1-6 on pages 41-42 to back up your data. • The suggested file name is Chapter 1.ptb. ©The McGraw-Hill Companies, Inc.

  40. Chapter 1 Glossary of Terms ©The McGraw-Hill Companies, Inc.

  41. Windows, page 1 (Part 1 opener) • Windows, p. 1 The Windows operating system uses pictures or icons to identify tasks. For example, the illustration on page 7 shows how Peachtree uses the Windows interface. ©The McGraw-Hill Companies, Inc.

  42. Graphical user interface (GUI), p. 1 • Consists of procedures which enables you to interact with Peachtree and the Windows operating system. The GUI includes windows, icons, menus, and pull-downs. ©The McGraw-Hill Companies, Inc.

  43. Shortcut keys, p. 4 • Shortcut keys enable you to perform some operations by pressing two or more keys at the same time. For example, <Alt> + <F4> closes an application window. ©The McGraw-Hill Companies, Inc.

  44. Title bar, p. 8 • The top line of every window is a bar which contains the name of the application or menu in that window. ©The McGraw-Hill Companies, Inc.

  45. Desktop, p. 8 • Depending on how your computer is set up, various icons appear on your Windows desktop. ©The McGraw-Hill Companies, Inc.

  46. Taskbar, p. 8 • In Windows, the Start button and taskbar are located at the bottom of your screen. ©The McGraw-Hill Companies, Inc.

  47. Icon bar, p. 10 • Peachtree uses common symbols to represent tasks: a file folder for closing files; a trash can for delete; a printer for printing; question mark for Help; an hourglass to show that the program is waiting for a task to be performed; etc. ©The McGraw-Hill Companies, Inc.

  48. Lookup field, p. 11 • Lookup fields have a magnifying-glass icon next to them. For example, when you click on the magnifying-glass icon in the GL Account column, a chart of accounts list appears. ©The McGraw-Hill Companies, Inc.

  49. Tabs, p. 12 • There are various tabs shown on Peachtree’s windows. The Maintain; Customer/Prospects window shows General, Sales Defaults, Terms and Credit, Payment Defaults, Custom Fields, and History tabs. ©The McGraw-Hill Companies, Inc.

  50. Drop-down list, p. 12 • The down arrow means that this field contains a list of information from which you can make a selection ©The McGraw-Hill Companies, Inc.