1 / 68

Chapter 1: Introduction to Bellwether Garden Supply

andrew
Download Presentation

Chapter 1: Introduction to Bellwether Garden Supply

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

    1. Chapter 1: Introduction 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 2009 (PCA). Completing these chapters will help you become familiar with the software. The Peachtree CD packaged with the book includes the company data for Bellwether Garden Supply (Chapters 1-7) and Stone Arbor Landscaping (Chapter 8). On the startup window these two companies are identified as the sample companies. In Chapters 9-18 and Projects 1-4A, you build company data from scratch. Computer accounting skills are reviewed in more depth beginning in Chapter 9.

    3. Software Objectives, p. 3 Start Peachtree Complete Accounting 2009 (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, toolbar, and navigation bar. Work with Windows Explorer. 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.

    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/yacht2009. Complete the first web exercise in Part 1.

    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 19-23. 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; or Zip 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. For backing up to external media, a USB flash or thumb drive is recommended. (If backups are made to a floppy disk, each Bellwether Garden Supply backup requires three or more blank formatted disks.)

    6. Peachtree Tips See textbook pages 28-31 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 28. Students can restore from a back up file even if no Peachtree company exists. From 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. When A New Company is selected, data can be restored and a company created at the same time. This means that if you start Peachtree and the company is not shown on the Company Name list, you can set up the company while restoring data. Peachtree backup files have a .ptb extension.

    7. Backing Up, page 2

    8. Chapter 1 Topics Software objectives, p. 3 Web objectives, p. 3 Mouse and keyboard basics, p. 4 a. Using the Mouse, p. 4 b. Using the Keyboard, p. 4 c. Using Shortcut, pp. 4-5 PCA’s startup window, p. 6 The Windows Environment, pp. 7-9 Typical Windows used in PCA, pp 9-12 The Sample Company: Bellwether Garden Supply, p. 12 Getting started, pp. 12-15 Displaying product information, pp. 15-16 Setting Global Options, pp. 16-19. The Navigation Bar and Navigation Center Pages, p. 19 12. Backing up Bellwether Garden Supply, pp. 19-24

    9. Chapter 1 Topics (continued) Using Windows Explorer, pages 24-25 a. Copying the BCS Folder to a CD-RW or DVD-RW Drive, pp. 26-27 Using Peachtree’s Restore Wizard, pp. 28-31 Menu bar, pp. 32-39 Becoming an Employee of Bellwether Garden Supply, pp. 43-44 a. Adding yourself as an employee, pp. 43-44 Backing up Chapter 1 Data, pp. 44-45 Manual vs. computerized accounting, pp. 46-47

    10. Chapter 1 Topics (concluded) 20. Internet Activity, p. 48 21. Summary & Review, pages 48-49 a. Going to the Net, p. 49 b. True/make true questions, pp. 50-52 c. Exercise 1-1, pp. 52-53 d. Exercise 1-2, pp. 53-54 e. Analysis question, p. 54 f. Chapter 1 Index, pp. 55-56

    11. Startup window, p. 13 From the Windows desktop, double-click on the Peachtree icon. The startup window appears. Select Explore a sample company.

    12. Explore a Sample Company, p. 14 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.

    13. Displaying Product Information, pp. 15-16 From the menu bar, click on Help, then About Peachtree Accounting. This window is shown on p. 16.

    14. Setting Global Options pp. 16-19 On p. 16, from the menu bar, select Options, Define Internet Connection. The Internet Connection Setup window appears. Select This computer is not connected to the Internet. Click <OK>.

    15. Setting Global Options pp. 17-19 On p. 17, complete instructions 3a-d. On pp. 18-19, complete steps 4 and 5.

    16. The Navigation Bar and The Navigation Center Pages, p. 19

    17. Back Up Company, pp. 19-20 From the Navigation Bar, click . In the Data Maintenance list, link to Back Up. The Back Up Company window appears. The Back Up window is shown on p. 20. Click .

    18. Back up (continued), pp. 21-23 The Save in field shows the default location for your backup (BCS). If you do not change the Save in location, you are saving to the hard drive. Click on the down-arrow in the Save in field. The list that displays shows the location on your hard drive for the sample company files. Complete steps 4 and 5 on pp. 21 and 22. Click . Complete steps 6-7 on page 23.. Read the information on pages 23-24 (steps 1-2).

    19. Using Windows Explorer, pp. 24-25 Go to Windows Explorer and open the folder for Bellwether Garden Supply: C:\Program Files\Sage Software\Peachtree\Company\BCS, pp. 24-25.

    20. Using Windows Explorer p. 25 Right-click on the BCS folder. A drop-down menu appears. Left-click on Properties.

    21. Copying the BCS Folder to a CD-RW Drive or DVD-RW Drive, pp. 26-27 On pages 26-27, complete steps 1-9 to copy files to a CD or DVD. (Depending on the software used to copy to external media, the steps may differ from what is shown in the text.)

    22. Using Peachtree’s Restore Wizard, pp. 28-31 Complete steps 1-4 on pp. 28-29. From the Navigation Bar, select ; link to Restore.

    23. Steps for Restoring from External Media, p. 29 In the Location field, select In the Look in field select the appropriate drive and highlight the bgs.ptb file. (Your drive letter may differ.) Click

    24. Select Company window, p. 30 The Select Company window appears. Click

    25. Restore Options, p. 30 The Restore Options window appears.

    26. Confirmation window, p. 31 Read the information on the Confirmation window; click .

    27. Menu bar: File menu, pp. 32-33 From the menu bar, click on File.

    28. Menu bar: Edit menu, p. 33 From the menu bar, select Edit.

    29. Menu bar: Lists menu, p. 33 From the menu bar, click on Lists.

    30. Maintain menu, p. 34 From the menu bar, click on Maintain.

    31. Tasks menu, p. 35 From the menu bar, click on Tasks.

    32. Analysis menu, p. 36 From the menu bar, click on Analysis.

    33. Options menu, pp. 36-37 From the menu bar, click on Options.

    34. Reports & Forms menu, p. 37 From the menu bar, click on Reports & Forms.

    35. Services Menu, p 38

    36. Window menu, p. 38 From the menu bar, click on Window.

    37. Help menu, p. 39 From the menu bar, click on Help.

    38. Becoming an Employee of Bellwether Garden Supply, pp. 39-43 Read pages 39-41. From the Navigation Bar select . Read pp. 41 and 42.

    39. Maintain Employees/Sales Reps, pp. 42-43 From the Employees & Payroll Page, click then select New Employee. Read pages 42-43

    40. Adding Yourself as an Employee, pp. 43-44

    41. Backing Up Chapter 1 Data, pages 44-45

    42. Chapter 1 Glossary of Terms

    43. Windows, page 1 (Part 1 opener) Windows, p. 1

    44. 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, and menus.

    45. Shortcut keys, pp. 4-5 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.

    46. Title bar, p. 8 The top line of every window shows Peachtree Accounting and the company name.

    47. Desktop, p. 8 Depending on how your computer is set up, various icons appear on your Windows desktop.

    48. Taskbar, p. 9 In Windows Vista, the Start button and taskbar are located at the bottom of your screen. In Windows XP, the Start button and taskbar look slightly different.

    49. Icon bar, p. 10 Peachtree uses common symbols to represent tasks: a disk for saving files; a rolodex card for a list; a calendar for an event; question mark for Help; an hourglass to show that the program is waiting for a task to be performed, etc.

    50. Previous or Next Record, p. 12 For the Previous or Next Record, click on either the left arrow for the previous record; or the right arrow for the next record.

    51. Tabs, p. 12 There are various tabs shown on Peachtree’s windows. The Maintain Customer/Prospects window shows tabs for General, Addresses, History, Sales Info and Payment & Credit.

    52. Drop-down list, p. 12 The down arrow means that this field contains a list of information from which you can make a selection.

    53. Global Options, pp. 16-19 Global options are in effect for all Peachtree companies. See pages 17-18, steps 1-4 for setting PCA’s global options.

    54. Navigation Bar, p. 19 The Navigation Bar appears at the left side of Peachtree’s main window.

    55. Navigation Centers, p. 19 Navigation Bar selections take you to Peachtree’s Navigation Centers. Bellwether Garden Supply’s Employees & Payroll navigation center is shown.

    56. Backing Up, pp. 19-24 Backing up your data means saving it to a hard drive, network drive or external media. Refer to pages 19-24 for Backing up Bellwether Garden Supply.

    57. Windows Explorer, pp. 24-25 Right-click Start button; left-click Explore. Use Windows Explorer to determine how much disk space is used, and to locate Peachtree’s program and data folders.

    58. Restore (Peachtree’s Restore Wizard), pp. 28-31 Previously backed up data can be restored or retrieved. To start where you left off the last time you backed up, you use the Restore Wizard. You can restore A New Company or An Existing Company. See pages 28-31, Using Peachtree’s Restore Wizard.

    59. Menu Bar, p. 32 Peachtree’s menu bar has eleven selections: File, Edit, Lists, Maintain, Tasks, Analysis, Options, Reports & Forms, Services, Window, Help.

    60. Ellipsis (…), p. 33 A punctuation mark consisting of three successive periods (…). Choosing a menu item with an ellipsis opens a dialog box.

    61. Dialog box, p. 33 A window that appears when the system requires further information. Some dialog boxes display warnings.

    62. Default, p. 34 Defaults are commands that PCA automatically selects. You can change the default by choosing another command.

    63. Manual vs. Computerized Accounting, p. 47

    64. Manual vs. Computerized Accounting, p. 47

    65. Chapter 1 Internet Activity, p. 48

    68. Going to the Net, p. 49 Access the Career Development website at www.net-temps.com/careerdev/index.htm?type=careertalk&channel=fin&topic=careers Read the article Careers in Accounting & Finance. What three skills are essential for those seeking careers in accounting and finance? What is the preferred educational background for an accountant? List five career opportunities in accounting and finance.

More Related