Chapter 17: Using Peachtree Complete 2004 with Microsoft Excel and Word.
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Chapter 17: Chapter 17: Using Peachtree Using Peachtree Complete 2004 with Complete 2004 with Microsoft Excel Microsoft Excel and Word and Word
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Transcript of Chapter 17: Using Peachtree Complete 2004 with Microsoft Excel and Word.
Chapter 17: Chapter 17: Using Peachtree Complete Using Peachtree Complete 2004 with Microsoft Excel 2004 with Microsoft Excel
and Wordand Word
©The McGraw-Hill Companies, Inc.©The McGraw-Hill Companies, Inc. 22 of 17 of 17
Using Peachtree with Microsoft OfficeUsing Peachtree with Microsoft Office
If you have Microsoft Office 97 or higher, If you have Microsoft Office 97 or higher, you can use Peachtree Complete you can use Peachtree Complete Accounting 2004 data in numerous ways. Accounting 2004 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 applications.Office applications.
©The McGraw-Hill Companies, Inc.©The McGraw-Hill Companies, Inc. 33 of 17 of 17
Software Objectives, p. 611Software Objectives, p. 611
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.
©The McGraw-Hill Companies, Inc.©The McGraw-Hill Companies, Inc. 44 of 17 of 17
Web Objectives, p. 611Web Objectives, p. 611
Use your Internet browser to go to the book’s Use your Internet browser to go to the book’s website at website at www.mhhe.com/business/yacht2004www.mhhe.com/business/yacht2004
Go to the Internet Activity link on the book’s Go to the Internet Activity link on the book’s website. Then, select WEB EXERCISES PART website. Then, select WEB EXERCISES PART 4. Complete the third exercise in Part 44. Complete the third exercise in Part 4−−Web Web Development.Development.
Use a word processing program to write Use a word processing program to write summaries of the websites that you visited.summaries of the websites that you visited.
©The McGraw-Hill Companies, Inc.©The McGraw-Hill Companies, Inc. 55 of 17 of 17
Peachtree TipsPeachtree Tips
You use Bellwether Garden Supply (the sample You use Bellwether Garden Supply (the sample company) to complete the activities in Chapter company) to complete the activities in Chapter 17.17.
You may use Bellwether’s starting data or You may use Bellwether’s starting data or restore the Exercise 6-2.ptb backup file. If restore the Exercise 6-2.ptb backup file. If necessary, see the Installing Starting Data necessary, see the Installing Starting Data section in Appendix A, pages 678-679.section in Appendix A, pages 678-679.
©The McGraw-Hill Companies, Inc.©The McGraw-Hill Companies, Inc. 66 of 17 of 17
Backing up Chapter 17Backing up Chapter 17
DiskDisk Backup Name Backup Name
KBKB Page No.Page No.
1 of 21 of 2 A:\balance sheet.xlsA:\balance sheet.xls 20 KB20 KB 614614
A:\balance sheet & A:\balance sheet & income statement.xlsincome statement.xls
27 KB27 KB 617617
A:\Bellwether Garden A:\Bellwether Garden Supply.docSupply.doc
20 KB20 KB 618-619618-619
To complete the backups in Chapters 16, 17, 18 and Project 4, you need two blank, formatted disks.
©The McGraw-Hill Companies, Inc.©The McGraw-Hill Companies, Inc. 77 of 17 of 17
Chapter 17 topicsChapter 17 topics1.1. Software objectives and web objectives, p. 611Software objectives and web objectives, p. 6112.2. Getting started, p. 611-612Getting started, p. 611-6123.3. Copying Peachtree report data to Microsoft Excel,Copying Peachtree report data to Microsoft Excel,
p. 612p. 612a. Balance sheet, pp. 612-615a. Balance sheet, pp. 612-615b. Income statement, pp. 615-617b. Income statement, pp. 615-617
4.4. Copying Peachtree report data to Microsoft Word,Copying Peachtree report data to Microsoft Word,pp. 617-619pp. 617-619
5.5. Internet Activity, p. 619Internet Activity, p. 6196.6. Summary and Review, pp. 619Summary and Review, pp. 619
a.a. Going to the net, p. 620Going to the net, p. 620b.b. Short-answer questions, pp. 620-622Short-answer questions, pp. 620-622c.c. Exercise 17-1, p. 622Exercise 17-1, p. 622d. Exercise 17-2, p. 622d. Exercise 17-2, p. 622e. Chapter 17 index, p. 623e. Chapter 17 index, p. 623
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Getting started, pp. 611-612Getting started, pp. 611-612
Start Windows and Peachtree in the usual Start Windows and Peachtree in the usual way.way.
Open Bellwether Garden Supply.Open Bellwether Garden Supply.
©The McGraw-Hill Companies, Inc.©The McGraw-Hill Companies, Inc. 99 of 17 of 17
Balance Sheet, pp. 612-613Balance Sheet, pp. 612-613Restore Exercise 6-2.ptb data.Restore Exercise 6-2.ptb data.Click on Reports, Financial Statements. Click on the Click on Reports, Financial Statements. Click on the Excel icon. Then, select <OK>. This screen is Excel icon. Then, select <OK>. This screen is shown at the top of p. 613.shown at the top of p. 613.
Click on <OK>.Click on <OK>.
©The McGraw-Hill Companies, Inc.©The McGraw-Hill Companies, Inc. 1010 of 17 of 17
Excel, p. 613Excel, p. 613After completing steps 1 – 4 on pp. 612-613, Peachtree After completing steps 1 – 4 on pp. 612-613, Peachtree starts Excel.starts Excel.
To see the rest of the balance sheet, scroll down the report.To see the rest of the balance sheet, scroll down the report.
©The McGraw-Hill Companies, Inc.©The McGraw-Hill Companies, Inc. 1111 of 17 of 17
Save as, p. 614Save as, p. 614Complete steps 6 – 9 on p. 614. Put a floppy disk in drive A. Complete steps 6 – 9 on p. 614. Put a floppy disk in drive A. Type Type balance sheetbalance sheet as the file name. as the file name.
Click on <Save>. Complete steps 10 and 11 on Click on <Save>. Complete steps 10 and 11 on p. 615.p. 615.
©The McGraw-Hill Companies, Inc.©The McGraw-Hill Companies, Inc. 1212 of 17 of 17
Income Statement, p. 615Income Statement, p. 615To Add a new worksheet to an existing Microsoft Excel To Add a new worksheet to an existing Microsoft Excel workbook, complete steps 1 – 3 on page 615.workbook, complete steps 1 – 3 on page 615.
Complete steps 4 and 5 on p. 616. Complete steps 4 and 5 on p. 616.
©The McGraw-Hill Companies, Inc.©The McGraw-Hill Companies, Inc. 1313 of 17 of 17
Excel Income Statement, p. 616Excel Income Statement, p. 616After completing steps 4 and 5 on pp. 615-616, an After completing steps 4 and 5 on pp. 615-616, an Excel income statement appears.Excel income statement appears.
Complete steps 6, 7, 8 and 9 on pp. 616-617. Complete steps 6, 7, 8 and 9 on pp. 616-617.
©The McGraw-Hill Companies, Inc.©The McGraw-Hill Companies, Inc. 1414 of 17 of 17
Copying Peachtree report data to Copying Peachtree report data to Microsoft Word, pp. 617 and 618Microsoft Word, pp. 617 and 618
Complete steps 1 – 8 on pp. 617-618.Complete steps 1 – 8 on pp. 617-618.
Click on File, Save As. Select drive A. Click on File, Save As. Select drive A.
©The McGraw-Hill Companies, Inc.©The McGraw-Hill Companies, Inc. 1515 of 17 of 17
Save as, p. 618-619Save as, p. 618-619Make sure drive A is shown in the Save in field. Accept Make sure drive A is shown in the Save in field. Accept the file name.the file name.
Click on Save. Complete steps 11 and 12 on p. 619.Click on Save. Complete steps 11 and 12 on p. 619.
©The McGraw-Hill Companies, Inc.©The McGraw-Hill Companies, Inc. 1616 of 17 of 17
Internet Activity, p. 619Internet Activity, p. 61911 Go to the book’s website at Go to the book’s website at www.mhhe.com/yacht2004www.mhhe.com/yacht2004
22 In the Student Center list, link to Internet Activities.In the Student Center list, link to Internet Activities.
33 Link to WEB EXERCISES PART 4.Link to WEB EXERCISES PART 4.
44 Complete the WEB DEVELOPMENT exercise. Read Complete the WEB DEVELOPMENT exercise. Read steps 1 and 2.steps 1 and 2.
55 Follow the steps shown on the book’s website to complete Follow the steps shown on the book’s website to complete this Internet activity.this Internet activity.
66 Using a word processing program, write a brief summary Using a word processing program, write a brief summary of what you find. Include all appropriate website of what you find. Include all appropriate website addresses.addresses.
©The McGraw-Hill Companies, Inc.©The McGraw-Hill Companies, Inc. 1717 of 17 of 17
Going to the Net, p. 620Going to the Net, p. 620Access the Microsoft Office website at Access the Microsoft Office website at www.office.microsoft.comwww.office.microsoft.com
1.1. What is the website address for Word?What is the website address for Word?2.2. After linking to the Microsoft Word website, briefly After linking to the Microsoft Word website, briefly
describe what kind of information can be obtained. If describe what kind of information can be obtained. If you link to other websites, include the appropriate you link 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.
