Chapter 17: Chapter 17: Using Peachtree Complete Using Peachtree Complete

Accounting 2009 with Accounting 2009 with Microsoft Excel and WordMicrosoft Excel and Word

Copyright © 2010 by The McGraw-Hill Companies, Inc. All rights Copyright © 2010 by The McGraw-Hill Companies, Inc. All rights reserved.reserved.

McGraw-Hill/McGraw-Hill/IrwinIrwin

Using Peachtree with Microsoft OfficeUsing Peachtree with Microsoft Office

If you have Microsoft Office 2000 or If you have Microsoft Office 2000 or higher, you can use Peachtree Complete higher, you can use Peachtree Complete Accounting 2009 data in numerous ways. Accounting 2009 data in numerous ways. For example, you can add data to an Excel For example, you can add data to an Excel spreadsheet. Or, you can add Peachtree spreadsheet. Or, you can add Peachtree financial statements to a Word document.financial statements to a Word document.

Chapter 17 describes several procedures Chapter 17 describes several procedures for adding Peachtree data to Microsoft for adding Peachtree data to Microsoft Office 2000 (or higher) applications.Office 2000 (or higher) applications.

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Software Objectives, p. 681Software Objectives, p. 681

Copy Peachtree report data to an Excel Copy Peachtree report data to an Excel spreadsheet.spreadsheet.

Copy Peachtree report data to Word.Copy Peachtree report data to Word.

Save Microsoft Excel and Word files.Save Microsoft Excel and Word files.

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Web Objectives, p. 681Web Objectives, p. 681

Use your Internet browser to go to the Use your Internet browser to go to the book’s website at book’s website at www.mhhe.com/yacht2009. Go to the Internet Activity link on the Go to the Internet Activity link on the book’s website. Then, select WEB book’s website. Then, select WEB EXERCISES PART 4. Complete the third EXERCISES PART 4. Complete the third exercise in Part 4exercise in Part 4−−Web Development.Web Development.Use a word processing program to write a Use a word processing program to write a summary of the websites that you visited.summary of the websites that you visited.

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Peachtree TipsPeachtree Tips

Use Bellwether Garden Supply (the sample company) to Use Bellwether Garden Supply (the sample company) to complete the activities in Chapter 17.complete the activities in Chapter 17.

You may use Bellwether’s starting data or restore the You may use Bellwether’s starting data or restore the Exercise 6-2.ptb backup file. If necessary, see the Exercise 6-2.ptb backup file. If necessary, see the Restoring Starting Data section in Appendix A, page 750.Restoring Starting Data section in Appendix A, page 750.

Files can be saved in Microsoft Office 97-2003 or MS Files can be saved in Microsoft Office 97-2003 or MS Office 2007; for example, Word 97-2003 (.doc files) and Office 2007; for example, Word 97-2003 (.doc files) and Word 2007 (.docx); Excel 97-2003 (.xls) or Excel 2007 Word 2007 (.docx); Excel 97-2003 (.xls) or Excel 2007 (.xlsx). (.xlsx).

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Backing up Chapter 17Backing up Chapter 17

Backup Name Backup Name

KBKB Page No.Page No.

balance sheet.xlsxbalance sheet.xlsx 14 KB14 KB 685685

balance sheet & income balance sheet & income statement.xlsxstatement.xlsx

23 KB23 KB 688688

Bellwether Garden Supply.docBellwether Garden Supply.doc 26 KB26 KB 689689

The chart below shows the size of the backups made in Chapter 17. Refer to textbook p. 638 for the chart of backups made in Part 4.

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Chapter 17 topicsChapter 17 topics1.1. Software objectives and web objectives, p. 681Software objectives and web objectives, p. 6812.2. Getting started, p. 681Getting started, p. 6813.3. Copying Peachtree report data to Microsoft Excel,Copying Peachtree report data to Microsoft Excel,

p. 682p. 682a. Balance sheet, pp. 682-685a. Balance sheet, pp. 682-685b. Income statement, pp. 685-688b. Income statement, pp. 685-688

4.4. Copying Peachtree report data to Microsoft Word,Copying Peachtree report data to Microsoft Word,pp. 688-689pp. 688-689

5.5. Internet Activity, p. 690Internet Activity, p. 6906.6. Summary and Review, p. 690Summary and Review, p. 690

a.a. Going to the net, p. 691Going to the net, p. 691b.b. Short-answer questions, pp. 691-693Short-answer questions, pp. 691-693c.c. Exercise 17-1, p. 693Exercise 17-1, p. 693d. Exercise 17-2, p. 693d. Exercise 17-2, p. 693e. Analysis question, p. 693e. Analysis question, p. 693 f. Chapter 17 index, p. 694f. Chapter 17 index, p. 694

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Getting started, p. 681Getting started, p. 681

Start Peachtree in the usual way.Start Peachtree in the usual way.

Open Bellwether Garden Supply.Open Bellwether Garden Supply.

CommentIf you no longer have the Exercise 6-2 back up file, use starting data for Bellwether Garden Supply. Refer to Chapter 1, pages 28-31, Using Peachtree’s Restore Wizard, to restore Bellwether’s starting data.

Microsoft Office 2007 and Windows Vista are used for the illustrations in this chapter. If you are using another version of MS Office, you may notice some differences with the illustrations shown in Chapter 17.

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Balance Sheet, pp. 682-683Balance Sheet, pp. 682-683Restore Exercise 6-2.ptb data. From the menu bar, select Reports & Forms; Restore Exercise 6-2.ptb data. From the menu bar, select Reports & Forms; Financial Statements, <Standard> Balance Sheet.Financial Statements, <Standard> Balance Sheet.

Click then select . The <Standard> Balance Sheet Options window Click then select . The <Standard> Balance Sheet Options window appears. Click <OK>. The Copy Report to Excel window appears, p. 683. appears. Click <OK>. The Copy Report to Excel window appears, p. 683.

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Excel, pp. 683-684Excel, pp. 683-684Accept the default for Create a Accept the default for Create a New Microsoft Excel workbook New Microsoft Excel workbook by clicking <OK>. Peachtree by clicking <OK>. Peachtree starts Excel. This spreadsheet is starts Excel. This spreadsheet is shown on page 684shown on page 684

Complete steps 5-9 on pp. 685Complete steps 5-9 on pp. 685..

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Income Statement, pp. 685-686Income Statement, pp. 685-686To Add a new worksheet to an existing To Add a new worksheet to an existing Microsoft Excel workbook, complete steps 1–3 Microsoft Excel workbook, complete steps 1–3 on pages 685-686. This window is shown after on pages 685-686. This window is shown after step 3, p. 686.step 3, p. 686.

Complete steps 4 and 5 on p. 686. Complete steps 4 and 5 on p. 686.

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Excel Income Excel Income Statement, p. 687Statement, p. 687

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Copying Peachtree report data to Copying Peachtree report data to Microsoft Word, pp. 688-689Microsoft Word, pp. 688-689

Complete steps 1–7 on pp. 688 and 689.Complete steps 1–7 on pp. 688 and 689.

Complete steps 8-11 on page 689. Complete steps 8-11 on page 689.

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Internet Activity, p. 690Internet Activity, p. 690

11 Go to the book’s website at Go to the book’s website at www.mhhe.com/yacht2009.

22 Link to Student Edition. Link to Student Edition.

33 In the Course-wide Content list, link to Part 4 Internet Activities In the Course-wide Content list, link to Part 4 Internet Activities for Chapters 15-18. Open or Save. Choose Chapter 17 to for Chapters 15-18. Open or Save. Choose Chapter 17 to complete Quizzes, PowerPoints, and Going to the Net complete Quizzes, PowerPoints, and Going to the Net exercises. exercises.

44 Complete the WEB DEVELOPMENT exercise. Read steps 1 Complete the WEB DEVELOPMENT exercise. Read steps 1 and 2. and 2.

55 Follow the steps shown on the book’s website to complete this Follow the steps shown on the book’s website to complete this Internet activity.Internet activity.

66 Using a word processing program, write a brief summary of Using a word processing program, write a brief summary of what you find. Include all appropriate website addresses.what you find. Include all appropriate website addresses.

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Going to the Net, p. 691Going to the Net, p. 691Access the Microsoft Office website at Access the Microsoft Office website at http://office.microsoft.com. To answer the questions . To answer the questions below, link to the appropriate Microsoft Office below, link to the appropriate Microsoft Office program. Click on the Products tab; link to the program. Click on the Products tab; link to the appropriate desktop program.appropriate desktop program.

1.1. What is the website address for Word?What is the website address for Word?2.2. After linking to the Word website, briefly describe After linking to the Word website, briefly describe

what kind of information can be obtained. If you link what kind of information can be obtained. If you link to other websites, include the appropriate to other websites, include the appropriate address(es) in your answer. address(es) in your answer.

3.3. What is the website address for Excel?What is the website address for Excel?4.4. After linking to the Excel website, briefly describe After linking to the Excel website, briefly describe

what kind of information can be obtained. If you link what kind of information can be obtained. If you link to other websites, include the appropriate to other websites, include the appropriate address(es) in your answer.address(es) in your answer.

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