Chapter 17 Using Peachtree Complete Accounting 2008 with Microsoft Excel and Word

Transcription

1 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.

2 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. 17-2

3 Software Objectives, p. 635 Copy Peachtree report data to an Excel spreadsheet. Copy Peachtree report data to Word. Save Microsoft Excel and Word files. 17-3

4 Web Objectives, p. 635 Use your Internet browser to go to the book s website at 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. 17-4

5 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 and MS Office 2007; for example, Word (.doc files) and Word 2007 (.docx); Excel (.xls) and Excel 2007 (.xlsx). 17-5

6 Backing up Chapter 17 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. 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

7 Chapter 17 topics 1. Software objectives and web objectives, p Getting started, p Copying Peachtree report data to Microsoft Excel, p. 636 a. Balance sheet, pp b. Income statement, pp Copying Peachtree report data to Microsoft Word, pp Internet Activity, p Summary and Review, p. 644 a. Going to the net, p. 645 b. Short-answer questions, pp c. Exercise 17-1, p. 647 d. Exercise 17-2, p. 647 e. Chapter 17 index, p

8 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

9 Balance Sheet, pp Restore 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

10 Excel, pp Accept the default for Create a New Microsoft Excel workbook by clicking <OK>. Peachtree starts Excel, p. 638 Complete steps 5-10 on pp

11 Income Statement, pp 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 Complete steps 4 and 5 on p

12 Excel Income Statement, p

13 Copying Peachtree report data to Microsoft Word, pp Complete steps 1 7 on pp. 642 and 643. Complete steps 8-11 on page

14 Internet Activity, p Go to the book s website at 2 Link to Student Edition. 3 In the Course-wide Content list, link to Part 4 Internet Activities for Chapters 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

15 Going to the Net, p. 645 Access the Microsoft Office website at 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