Tips, Tricks, and Troubleshooting by Baytek

Want to get things done faster and easier in Peachtree? This is an ever-growing list of tips,
tricks, and troubleshooting techniques to make you more productive. Written by Gayle Raines, 
Director of Training at Baytek.

Installation and Setup

Beginning balances don't need to be entered before current transactions...

General Ledger

End of Year Checklist for the Fiscal Year

How can I close the FY when there's no period to select after period 24?

How can I delete a reversing entry?

Adding another Row to an Income Statement

Changing accounting periods...

Accounts Receivable

Deleting fields on invoices

Tracking sales orders

Accounts Payable

Review checks before you print them...

How to eliminate payments that reimbursed expenses to a vendor on a 1099

Payroll

How can I get a state unemployment report?

When to close the payroll year... 

How to print a W2 for an employee with two employee records... 

Inventory

How can I make sure Peachtree is posting to the right expense account in the Purchase/Receive Inventory Task screen?

How does Peachtree know if an invoice has "Commission sales" and "Non-Commission sales"? 

Crystal Reports

How do you fix "Company Not Found in Data Path" in Crystal? 

Where are the .ddf files?

Getting a check number on a job cost report

How do you fix the “Lock Handle Full” error message when you Refresh a Crystal report?  

How can I fix Btrieve error 22 when converting custom Crystal reports in version 2003?  

How do I fix a Btrieve [22]: data buffer length

How can I fix the error, Group#2: ?-A

How do you convert reports from older versions of Peachtree?

How can I retrieve a standard crystal report that was accidentally deleted?

How do you create a variable? 

How can Crystal find my data? 

How to get Crystal Reports from an earlier Peachtree version...  

Expanding the design area

Setting the date

Upgrading to Crystal Reports from Peachtree Version 9

Upgrading from PT 9 (6/30/03)

Replacing Old Report Functions (6/30/03)

Upgrading to Crystal Reports for Peachtree Version 9, from Peachtree Version 8

Upgrading to PT 9 from PT 8 (6/30/03)

Replacing Old Report Functions (6/30/03)

General

How is the Account Register used in Peachtree 2004? 

  How Can I Email Forms? (10/31/03)

Tracking financial conditions

Year-End Reports Checklist

Custom Form not Found

How can I import a comma-delimited file (CSV) into Peachtree?  

How can I find a check from a prior period if we process 300 checks each month?

Finding an ID

How to delete unused forms or reports

How to Find Transactions Quickly 

How to Remove "Duplicate" on Checks  

How to print a batch of forms...  

How to use a custom check as a default...