Chapter 17: Using Peachtree Complete 2005 with Microsoft Excel and Word.

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Presentation transcript:

Chapter 17: Using Peachtree Complete 2005 with Microsoft Excel and Word

©The McGraw-Hill Companies, Inc. 2 of 15 Using Peachtree with Microsoft Office If you have Microsoft Office 2000 or higher, you can use Peachtree Complete Accounting 2005 data in numerous ways. For example, you can add data to an Excel spreadsheet. Or, you can add Peachtree financial statements to a Word document. Chapter 17 describes several procedures for adding Peachtree data to Microsoft Office 2000 (or higher) applications.

©The McGraw-Hill Companies, Inc. 3 of 15 Software Objectives, p. 597 Copy Peachtree report data to an Excel spreadsheet. Copy Peachtree report data to Word. Save Microsoft Excel and Word files.

©The McGraw-Hill Companies, Inc. 4 of 15 Web Objectives, p. 597 Use your Internet browser to go to the book’s website at Go to the Internet Activity link on the book’s website. Then, select WEB EXERCISES PART 4. Complete the third exercise in Part 4−Web Development. Use a word processing program to write a summary of the websites that you visited.

©The McGraw-Hill Companies, Inc. 5 of 15 Peachtree Tips Peachtree Tips You use Bellwether Garden Supply (the sample company) to complete the activities in Chapter 17. You may use Bellwether’s starting data or restore the Exercise 6-2.ptb backup file. If necessary, see the Installing Starting Data section in Appendix A, pages

©The McGraw-Hill Companies, Inc. 6 of 15 Backing up Chapter 17 Backup Name KB Page No. balance sheet.xls 20 KB 601 balance sheet & income statement.xls 27 KB 604 Bellwether Garden Supply.doc 21 KB 605 The chart below shows the size of the backups made in Chapter 17. Refer to textbook p. 554 for the chart of backups made in Part 4.

©The McGraw-Hill Companies, Inc. 7 of 15 Chapter 17 topics 1. Software objectives and web objectives, p Getting started, p Copying Peachtree report data to Microsoft Excel, p. 598 a. Balance sheet, pp b. Income statement, pp Copying Peachtree report data to Microsoft Word, pp Internet Activity, p Summary and Review, pp. 606 a.Going to the net, p. 607 b.Short-answer questions, pp c.Exercise 17-1, p. 609 d. Exercise 17-2, p. 609 e. Chapter 17 index, p. 610

©The McGraw-Hill Companies, Inc. 8 of 15 Getting started, pp Start Peachtree in the usual way. Open Bellwether Garden Supply.

©The McGraw-Hill Companies, Inc. 9 of 15 Balance Sheet, pp Restore Exercise 6-2.ptb data. Click on Reports, Financial Statements. Highlight Balance Sheet. Click on the down arrow in the Send to Icon and select Excel. Then, select. This window is shown on p Click on.

©The McGraw-Hill Companies, Inc. 10 of 15 Excel, p. 600 After completing steps 1 – 4 on pp , Peachtree starts Excel. This spreadsheet is shown on p To see the rest of the balance sheet, scroll down the report. Complete steps 6-9 on p. 601.

©The McGraw-Hill Companies, Inc. 11 of 15 Income Statement, pp To Add a new worksheet to an existing Microsoft Excel workbook, complete steps 1 – 3 on page 601. This window is shown on page 602. Complete steps 4 and 5 on p. 602.

©The McGraw-Hill Companies, Inc. 12 of 15 Excel Income Statement, p After completing steps 4 and 5 on pp. 602, an Excel income statement appears. This spreadsheet is shown is p Complete steps 6, 7, 8 and 9 on pp

©The McGraw-Hill Companies, Inc. 13 of 15 Copying Peachtree report data to Microsoft Word, pp. 604 and 605 Complete steps 1 – 8 on pp. 604 and 605. Click on File, Save As. Select the appropriate drive. Complete steps 9-11 on p. 605.

©The McGraw-Hill Companies, Inc. 14 of 15 Internet Activity, p Go to the book’s website at In the Student Center list, link to Internet Activities. 3 Link to WEB EXERCISES PART 4. 4 Complete the WEB DEVELOPMENT exercise. Read steps 1 and 2. 5 Follow the steps shown on the book’s website to complete this Internet activity. 6 Using a word processing program, write a brief summary of what you find. Include all appropriate website addresses.

©The McGraw-Hill Companies, Inc. 15 of 15 Going to the Net, p. 607 Access the Microsoft Office website at What is the website address for Word? 2. After linking to the Microsoft Word website, briefly describe what kind of information can be obtained. If you link to other websites, include the appropriate address(es) in your answer. 3. What is the website address for Excel? 4. After linking to the Excel website, briefly describe what kind of information can be obtained. If you link to other websites, include the appropriate address(es) in your answer.