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Chapter 18: Write Letters, Use Templates, and Peachtree Online.

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Presentation on theme: "Chapter 18: Write Letters, Use Templates, and Peachtree Online."— Presentation transcript:

1 Chapter 18: Write Letters, Use Templates, and Peachtree Online

2 ©2008 The McGraw-Hill Companies, Inc. 2 of 19 Software Objectives, p. 641 Use Peachtree’s Write Letters feature. Use Peachtree’s letter templates. Save Word files. Make one backup Explore Peachtree’s website.

3 ©2008 The McGraw-Hill Companies, Inc. 3 of 19 Web Objectives, p. 641 Go to the Internet Activity link at www.mhhe.com/yacht2007. www.mhhe.com/yacht2007 Select WEB EXERCISES PART 4. Complete the fourth exercise in Part 4- Additional Accounting Sources. Use a word processing program to write summaries of the websites that you visited.

4 ©2008 The McGraw-Hill Companies, Inc. 4 of 19 Peachtree Tips Peachtree Tips Chapter 18 uses data from the Exercise 6-2.ptb backup file. If you no longer have your back up from Exercise 6-2, use starting data for Bellwether Garden Supply. If necessary, refer to Appendix A, Installing Starting Data for the Sample Companies, page 700. Peachtree integrates with the Microsoft Word to edit and create custom templates, and generate mailings using selected Peachtree information.

5 ©2008 The McGraw-Hill Companies, Inc. 5 of 19 Backing up Chapter 18 Backup Name KB Page Nos. Customer Letters.doc 3,798 KB 644 Copy of Bellwether Sales Speci.doc 575 KB 648 Chapter 18.ptb 3,182 KB 650 Exercise 18-1.doc 574 KB 655 Exercise 18-2.doc 574 KB 655 The chart below shows the size of the backups made in Chapter 18. Refer to textbook p. 584 for the chart of backups made in Part 4.

6 ©2008 The McGraw-Hill Companies, Inc. 6 of 19 Chapter 18 topics 1. Software objectives, page 641 2. Web objectives, p. 641 3. Getting started, p. 642 4. Create a Mailing to Customers, pp. 642-644 5. Letter Templates, pp. 644-650 6. Peachtree Online, pp. 650-651 7. Internet Activity, p. 651 5. Summary and Review, p. 652 a.Going to the net, p. 653 b. Short-answer questions, pp. 653-654 c. Exercise 18-1, p. 655 e. Exercise 18-2, p. 655 e. Chapter 18 index, p. 656

7 ©2008 The McGraw-Hill Companies, Inc. 7 of 19 Getting started, p. 642 Read steps 1 and 2 on page 642. If necessary, restore the Exercise 6-2.ptb backup file. This backup was made on page 204.

8 ©2008 The McGraw-Hill Companies, Inc. 8 of 19 Create a Mailing to Customers, pp. 642-644 The write letters feature allows you to send information to a large number of people quickly. You can create mailings such as newsletters, announcements and other types of mailings. Peachtree integrates with the Microsoft Word Mail Merge feature.

9 ©2008 The McGraw-Hill Companies, Inc. 9 of 19 Create a Mailing to Customers, page 642 From the Reports menu, select Write Letters. Double-click the Customers folder; double-click on Bellwether Sales special.

10 ©2008 The McGraw-Hill Companies, Inc. 10 of 19 Customer Letter, page 643 After completing steps 1-3 on pages 642-643, a customer letter appears. Complete steps 4-7 on page 644.

11 ©2008 The McGraw-Hill Companies, Inc. 11 of 19 Letter Templates, p. 644 Complete steps 1 and 2 on page 644. The Welcome window is shown below step 2, p. 644. Click Next.

12 ©2008 The McGraw-Hill Companies, Inc. 12 of 19 Letter Templates (continued), p. 645 Complete step 3 on page 645. The Select Group window is shown below step 3, p. 645. Click Next.

13 ©2008 The McGraw-Hill Companies, Inc. 13 of 19 Letter Templates (continued), p. 645 Complete steps 4 and 5 on page 645. The Select Creation Method window is shown below step 5, p. 645. Click Next.

14 ©2008 The McGraw-Hill Companies, Inc. 14 of 19 Letter Templates (continued), pp. 646-647 Complete steps 6-10 on pages 645-646. An employee welcome letter appears. This letter is shown on p. 647. Save. Exit Word.

15 ©2008 The McGraw-Hill Companies, Inc. 15 of 19 Peachtree Online, pp. 650-651 Complete steps 1-5 on pages 650-651. Go online to www.peachtree.com. (Select Services; Peachtree Passport Services, Create a New Passport Account.) www.peachtree.com Peachtree Passport includes a searchable knowledgebase.

16 ©2008 The McGraw-Hill Companies, Inc. 16 of 19 Glossary of Terms Chapter 18

17 ©2008 The McGraw-Hill Companies, Inc. 17 of 19 Template, p. 641 A template is a document pattern or part of a document that you can keep stored so that it can be used again.

18 ©2008 The McGraw-Hill Companies, Inc. 18 of 19 Internet Activity, p. 651 1 Go to the textbook website at www.mhhe.com/yacht2007. www.mhhe.com/yacht2007 2 Link to Student Edition. 3 In the Course-wide Content list, link to Part 4 Internet Activities for Chapters 15-18. Open or Save. Choose Chapter 18 to complete Quizzes, PowerPoints, and Going to the Net Exercises. 4 Since this exercise was started in Chapter 17, continue to explore the WEB DEVELOPMENT links. 5 Using a word processing program, write a brief summary of what you find. Include all appropriate web site addresses.

19 ©2008 The McGraw-Hill Companies, Inc. 19 of 19 Going to the Net, p. 652 Access the MSDN Online Library website at Access the MSDN Online Library website at http://msdn.microsoft.com/library/ 1.What is the MSDN library? 2.Type What are templates? in the Search field. Click Search. 3.Link to an article of interest about templates. Write a brief essay about what you find (minimum length is 75 words; maximum length 150 words). Include website addresses in your answer.


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