Chapter 17: Chapter 17: Using Peachtree Complete Using Peachtree Complete 2005 with Microsoft Excel 2005 with Microsoft Excel

and Wordand Word

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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 2005 data in numerous ways. Accounting 2005 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. 597Software Objectives, p. 597

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. 597Web Objectives, p. 597

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/yacht2005www.mhhe.com/yacht2005

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

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 665-666.section in Appendix A, pages 665-666.

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Backing up Chapter 17Backing up Chapter 17

Backup Name Backup Name

KBKB Page No.Page No.

balance sheet.xlsbalance sheet.xls 20 KB20 KB 601601

balance sheet & income balance sheet & income statement.xlsstatement.xls

27 KB27 KB 604604

Bellwether Garden Supply.docBellwether Garden Supply.doc 21 KB21 KB 605605

The chart below shows the size of the backups made in Chapter 17. Refer to textbook p. 554 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. 597Software objectives and web objectives, p. 5972.2. Getting started, p. 597-598Getting started, p. 597-5983.3. Copying Peachtree report data to Microsoft Excel,Copying Peachtree report data to Microsoft Excel,

p. 598p. 598a. Balance sheet, pp. 598-601a. Balance sheet, pp. 598-601b. Income statement, pp. 601-604b. Income statement, pp. 601-604

4.4. Copying Peachtree report data to Microsoft Word,Copying Peachtree report data to Microsoft Word,pp. 604-605pp. 604-605

5.5. Internet Activity, p. 606Internet Activity, p. 6066.6. Summary and Review, pp. 606Summary and Review, pp. 606

a.a. Going to the net, p. 607Going to the net, p. 607b.b. Short-answer questions, pp. 607-609Short-answer questions, pp. 607-609c.c. Exercise 17-1, p. 609Exercise 17-1, p. 609d. Exercise 17-2, p. 609d. Exercise 17-2, p. 609e. Chapter 17 index, p. 610e. Chapter 17 index, p. 610

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Getting started, pp. 597-598Getting started, pp. 597-598

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

Open Bellwether Garden Supply.Open Bellwether Garden Supply.

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Balance Sheet, pp. 598-599Balance Sheet, pp. 598-599Restore Exercise 6-2.ptb data.Restore Exercise 6-2.ptb data.Click on Reports, Financial Statements. Highlight Click on Reports, Financial Statements. Highlight <Standard> Balance Sheet. Click on the down <Standard> Balance Sheet. Click on the down arrow in the Send to Icon and select Excearrow in the Send to Icon and select Excell. Then, . Then, select <OK>. This window is shown on p. 599.select <OK>. This window is shown on p. 599.

Click on <OK>.Click on <OK>.

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Excel, p. 600Excel, p. 600After completing steps 1 – 4 on pp. 598-599, Peachtree starts After completing steps 1 – 4 on pp. 598-599, Peachtree starts Excel. This spreadsheet is shown on p. 600.Excel. This spreadsheet is shown on p. 600.

To see the rest of the balance sheet, scroll down the report. To see the rest of the balance sheet, scroll down the report. Complete steps 6-9 on p. 601.Complete steps 6-9 on p. 601.

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Income Statement, pp. 601-602Income Statement, pp. 601-602To 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 601. This workbook, complete steps 1 – 3 on page 601. This window is shown on page 602.window is shown on page 602.

Complete steps 4 and 5 on p. 602. Complete steps 4 and 5 on p. 602.

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Excel Income Statement, p. 602-603Excel Income Statement, p. 602-603After completing steps 4 and 5 on pp. 602, an Excel income After completing steps 4 and 5 on pp. 602, an Excel income statement appears. This spreadsheet is shown is p. 603.statement appears. This spreadsheet is shown is p. 603.

Complete steps 6, 7, 8 and 9 on pp. 603-604. Complete steps 6, 7, 8 and 9 on pp. 603-604.

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Copying Peachtree report data to Copying Peachtree report data to Microsoft Word, pp. 604 and 605Microsoft Word, pp. 604 and 605

Complete steps 1 – 8 on pp. 604 and 605.Complete steps 1 – 8 on pp. 604 and 605.

Click on File, Save As. Select the appropriate Click on File, Save As. Select the appropriate drive. Complete steps 9-11 on p. 605.drive. Complete steps 9-11 on p. 605.

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Internet Activity, p. 606Internet Activity, p. 60611 Go to the book’s website at Go to the book’s website at www.mhhe.com/yacht2005www.mhhe.com/yacht2005

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.

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Going to the Net, p. 607Going to the Net, p. 607Access 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.