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Chapter 17: Using Peachtree Complete 2004 with Microsoft Excel and Word.

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Presentation on theme: "Chapter 17: Using Peachtree Complete 2004 with Microsoft Excel and Word."— Presentation transcript:

1 Chapter 17: Using Peachtree Complete 2004 with Microsoft Excel and Word

2 ©The McGraw-Hill Companies, Inc. 2 of 17 Using Peachtree with Microsoft Office If you have Microsoft Office 97 or higher, you can use Peachtree Complete Accounting 2004 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 applications.

3 ©The McGraw-Hill Companies, Inc. 3 of 17 Software Objectives, p. 611 Copy Peachtree report data to an Excel spreadsheet. Copy Peachtree report data to Word. Save Microsoft Excel and Word files.

4 ©The McGraw-Hill Companies, Inc. 4 of 17 Web Objectives, p. 611 Use your Internet browser to go to the book’s website at www.mhhe.com/business/yacht2004 www.mhhe.com/business/yacht2004 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 summaries of the websites that you visited.

5 ©The McGraw-Hill Companies, Inc. 5 of 17 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 678-679.

6 ©The McGraw-Hill Companies, Inc. 6 of 17 Backing up Chapter 17 Disk Backup Name KB Page No. 1 of 2 A:\balance sheet.xls 20 KB 614 A:\balance sheet & income statement.xls 27 KB 617 A:\Bellwether Garden Supply.doc 20 KB 618-619 To complete the backups in Chapters 16, 17, 18 and Project 4, you need two blank, formatted disks.

7 ©The McGraw-Hill Companies, Inc. 7 of 17 Chapter 17 topics 1. Software objectives and web objectives, p. 611 2. Getting started, p. 611-612 3. Copying Peachtree report data to Microsoft Excel, p. 612 a. Balance sheet, pp. 612-615 b. Income statement, pp. 615-617 4. Copying Peachtree report data to Microsoft Word, pp. 617-619 5. Internet Activity, p. 619 6. Summary and Review, pp. 619 a.Going to the net, p. 620 b.Short-answer questions, pp. 620-622 c.Exercise 17-1, p. 622 d. Exercise 17-2, p. 622 e. Chapter 17 index, p. 623

8 ©The McGraw-Hill Companies, Inc. 8 of 17 Getting started, pp. 611-612 Start Windows and Peachtree in the usual way. Open Bellwether Garden Supply.

9 ©The McGraw-Hill Companies, Inc. 9 of 17 Balance Sheet, pp. 612-613 Restore Exercise 6-2.ptb data. Click on Reports, Financial Statements. Click on the Excel icon. Then, select. This screen is shown at the top of p. 613. Click on.

10 ©The McGraw-Hill Companies, Inc. 10 of 17 Excel, p. 613 After completing steps 1 – 4 on pp. 612-613, Peachtree starts Excel. To see the rest of the balance sheet, scroll down the report.

11 ©The McGraw-Hill Companies, Inc. 11 of 17 Save as, p. 614 Complete steps 6 – 9 on p. 614. Put a floppy disk in drive A. Type balance sheet as the file name. Click on. Complete steps 10 and 11 on p. 615.

12 ©The McGraw-Hill Companies, Inc. 12 of 17 Income Statement, p. 615 To Add a new worksheet to an existing Microsoft Excel workbook, complete steps 1 – 3 on page 615. Complete steps 4 and 5 on p. 616.

13 ©The McGraw-Hill Companies, Inc. 13 of 17 Excel Income Statement, p. 616 After completing steps 4 and 5 on pp. 615-616, an Excel income statement appears. Complete steps 6, 7, 8 and 9 on pp. 616-617.

14 ©The McGraw-Hill Companies, Inc. 14 of 17 Copying Peachtree report data to Microsoft Word, pp. 617 and 618 Complete steps 1 – 8 on pp. 617-618. Click on File, Save As. Select drive A.

15 ©The McGraw-Hill Companies, Inc. 15 of 17 Save as, p. 618-619 Make sure drive A is shown in the Save in field. Accept the file name. Click on Save. Complete steps 11 and 12 on p. 619.

16 ©The McGraw-Hill Companies, Inc. 16 of 17 Internet Activity, p. 619 1 Go to the book’s website at www.mhhe.com/yacht2004 www.mhhe.com/yacht2004 2 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.

17 ©The McGraw-Hill Companies, Inc. 17 of 17 Going to the Net, p. 620 Access the Microsoft Office website at www.office.microsoft.com www.office.microsoft.com 1. 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.


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