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Chapter 17 Using Peachtree Complete Accounting 2008 with Microsoft Excel and Word McGraw-Hill/Irwin Copyright © 2009 by The McGraw-Hill Companies, Inc. All Rights Reserved.

Chapter 17 Using Peachtree Complete Accounting 2008 with ...horowitk/documents/Chap017.pdf · Using Peachtree with Microsoft Office If you have Microsoft Office 2000 or higher, you

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Page 1: Chapter 17 Using Peachtree Complete Accounting 2008 with ...horowitk/documents/Chap017.pdf · Using Peachtree with Microsoft Office If you have Microsoft Office 2000 or higher, you

Chapter 17

Using Peachtree Complete

Accounting 2008 with

Microsoft Excel and Word

McGraw-Hill/Irwin Copyright © 2009 by The McGraw-Hill Companies, Inc. All Rights Reserved.

Page 2: Chapter 17 Using Peachtree Complete Accounting 2008 with ...horowitk/documents/Chap017.pdf · Using Peachtree with Microsoft Office If you have Microsoft Office 2000 or higher, you

Using Peachtree with Microsoft Office

If you have Microsoft Office 2000 or

higher, you can use Peachtree Complete

Accounting 2008 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.

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Page 3: Chapter 17 Using Peachtree Complete Accounting 2008 with ...horowitk/documents/Chap017.pdf · Using Peachtree with Microsoft Office If you have Microsoft Office 2000 or higher, you

Software Objectives, p. 635

Copy Peachtree report data to an Excel

spreadsheet.

Copy Peachtree report data to Word.

Save Microsoft Excel and Word files.

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Page 4: Chapter 17 Using Peachtree Complete Accounting 2008 with ...horowitk/documents/Chap017.pdf · Using Peachtree with Microsoft Office If you have Microsoft Office 2000 or higher, you

Web Objectives, p. 635

Use your Internet browser to go to the book’s website at www.mhhe.com/yacht2008.

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.

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Page 5: Chapter 17 Using Peachtree Complete Accounting 2008 with ...horowitk/documents/Chap017.pdf · Using Peachtree with Microsoft Office If you have Microsoft Office 2000 or higher, you

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, page 704.

Files can be saved in MS Office 97-2003 and MS Office

2007; for example, Word 97-2003 (.doc files) and Word

2007 (.docx); Excel 97-2003 (.xls) and Excel 2007

(.xlsx).

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Page 6: Chapter 17 Using Peachtree Complete Accounting 2008 with ...horowitk/documents/Chap017.pdf · Using Peachtree with Microsoft Office If you have Microsoft Office 2000 or higher, you

Backing up Chapter 17

Backup Name KB Page No.

balance sheet.xlsx 13 KB 639

balance sheet & income

statement.xlsx

20 KB 642

Bellwether Garden Supply.doc 26 KB 643

The chart below shows the size of the backups made in Chapter 17.

Refer to textbook p. 594 for the chart of backups made in Part 4.

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Page 7: Chapter 17 Using Peachtree Complete Accounting 2008 with ...horowitk/documents/Chap017.pdf · Using Peachtree with Microsoft Office If you have Microsoft Office 2000 or higher, you

Chapter 17 topics

1. Software objectives and web objectives, p. 635

2. Getting started, p. 635

3. Copying Peachtree report data to Microsoft Excel,

p. 636

a. Balance sheet, pp. 636-639

b. Income statement, pp. 639-642

4. Copying Peachtree report data to Microsoft Word,

pp. 642-643

5. Internet Activity, p. 644

6. Summary and Review, p. 644

a. Going to the net, p. 645

b. Short-answer questions, pp. 645-647

c. Exercise 17-1, p. 647

d. Exercise 17-2, p. 647

e. Chapter 17 index, p. 648

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Page 8: Chapter 17 Using Peachtree Complete Accounting 2008 with ...horowitk/documents/Chap017.pdf · Using Peachtree with Microsoft Office If you have Microsoft Office 2000 or higher, you

Getting started, p. 635

Start Peachtree in the usual way.

Open Bellwether Garden Supply.

Comment

If you no longer have the Exercise 6-2 back up file, use starting data for

Bellwether Garden Supply. Refer to Chapter 1, pages 26-30, 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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Page 9: Chapter 17 Using Peachtree Complete Accounting 2008 with ...horowitk/documents/Chap017.pdf · Using Peachtree with Microsoft Office If you have Microsoft Office 2000 or higher, you

Balance Sheet, pp. 636-637Restore Exercise 6-2.ptb data. From the menu bar, select Reports & Forms; Financial Statements, <Standard> Balance Sheet.

Click then select . The <Standard> Balance Sheet Options window appears. Click <OK>. The Copy Report to Excel window appears, p. 637.

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Page 10: Chapter 17 Using Peachtree Complete Accounting 2008 with ...horowitk/documents/Chap017.pdf · Using Peachtree with Microsoft Office If you have Microsoft Office 2000 or higher, you

Excel, pp. 638-639Accept the default for Create a New Microsoft Excel workbook by clicking <OK>. Peachtree starts Excel, p. 638

Complete steps 5-10 on pp. 638-639.

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Page 11: Chapter 17 Using Peachtree Complete Accounting 2008 with ...horowitk/documents/Chap017.pdf · Using Peachtree with Microsoft Office If you have Microsoft Office 2000 or higher, you

Income Statement, pp. 639-640

To Add a new worksheet to an existing

Microsoft Excel workbook, complete steps 1–3

on page 639. This window is shown after step

3, p. 640.

Complete steps 4 and 5 on p. 640.

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Page 12: Chapter 17 Using Peachtree Complete Accounting 2008 with ...horowitk/documents/Chap017.pdf · Using Peachtree with Microsoft Office If you have Microsoft Office 2000 or higher, you

Excel Income Statement, p. 641

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Page 13: Chapter 17 Using Peachtree Complete Accounting 2008 with ...horowitk/documents/Chap017.pdf · Using Peachtree with Microsoft Office If you have Microsoft Office 2000 or higher, you

Copying Peachtree report data to

Microsoft Word, pp. 642-643

Complete steps 1–7 on pp. 642 and 643.

Complete steps 8-11 on page 643.

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Page 14: Chapter 17 Using Peachtree Complete Accounting 2008 with ...horowitk/documents/Chap017.pdf · Using Peachtree with Microsoft Office If you have Microsoft Office 2000 or higher, you

Internet Activity, p. 644

1 Go to the book’s website at www.mhhe.com/yacht2008.

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 17 to

complete Quizzes, PowerPoints, and Going to the Net

exercises.

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.

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Page 15: Chapter 17 Using Peachtree Complete Accounting 2008 with ...horowitk/documents/Chap017.pdf · Using Peachtree with Microsoft Office If you have Microsoft Office 2000 or higher, you

Going to the Net, p. 645Access the Microsoft Office website at http://office.microsoft.com. To answer the questions below, link to the appropriate Microsoft Office program. Click on the Products tab; link to the appropriate desktop program.

1. What is the website address for Word?

2. After linking to the 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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