Chapter 17: Chapter 17: Using Peachtree Complete Using Peachtree Complete 2003 with Microsoft Excel 2003 with Microsoft Excel

and Wordand Word

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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 2003 you can use Peachtree Complete 2003 data in numerous ways. For example, you data in numerous ways. For example, you can add data to an Excel spreadsheet. Or, can add data to an Excel spreadsheet. Or, you can add Peachtree financial you can add Peachtree financial statements to a Word document.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.

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Software Objectives, p. 619Software Objectives, p. 619

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. 619Web Objectives, p. 619

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/yacht2003www.mhhe.com/business/yacht2003

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.

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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 684-685.section in Appendix A, pages 684-685.

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Backing up Chapter 17Backing up Chapter 17

DiskDisk Backup Name Backup Name

KBKB Page No.Page No.

18 of 1818 of 18 A:\balance sheet.xlsA:\balance sheet.xls 20 KB20 KB 622-623622-623

A:\income statement.xlsA:\income statement.xls 19 KB19 KB 624624

A:\Bellwether Garden A:\Bellwether Garden Supply.docSupply.doc

20 KB20 KB 625-626625-626

TOTAL KBTOTAL KB 59 KB59 KB

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Chapter 17 topicsChapter 17 topics1.1. Software objectives and web objectives, p. 619Software objectives and web objectives, p. 6192.2. Getting started, p. 620Getting started, p. 6203.3. Copying Peachtree report data to Microsoft Excel,Copying Peachtree report data to Microsoft Excel,

p. 620p. 620a. Balance sheet, pp. 620-623a. Balance sheet, pp. 620-623b. Income statement, pp. 623-624b. Income statement, pp. 623-624

4.4. Copying Peachtree report data to Microsoft Word,Copying Peachtree report data to Microsoft Word,pp. 624-626pp. 624-626

5.5. Internet Activity, p. 626Internet Activity, p. 6266.6. Summary and Review, pp. 626Summary and Review, pp. 626

a.a. Going to the net, p. 627Going to the net, p. 627b.b. Short-answer questions, pp. 627-629Short-answer questions, pp. 627-629c.c. Exercise 17-1, p. 629Exercise 17-1, p. 629d. Exercise 17-2, p. 629d. Exercise 17-2, p. 629e. Chapter 17 index, p. 630e. Chapter 17 index, p. 630

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Getting started, p. 620Getting started, p. 620

Start Windows and Peachtree in the usual Start Windows and Peachtree in the usual way.way.

Open Bellwether Garden Supply.Open Bellwether Garden Supply.

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Balance Sheet, pp. 620-621Balance Sheet, pp. 620-621Restore 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. 621.shown at the top of p. 621.

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

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Excel, p. 621Excel, p. 621After completing steps 1 – 4 on pp. 620-621, Peachtree After completing steps 1 – 4 on pp. 620-621, Peachtree starts Excel.starts Excel.

To see the rest of the balance sheet, scroll down the To see the rest of the balance sheet, scroll down the report.report.

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Save as, p. 622Save as, p. 622Complete steps 6 – 9 on p. 622. Put a floppy disk in drive A. Complete steps 6 – 9 on p. 622. 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. 623.p. 623.

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Microsoft Excel – Book2, p. 623Microsoft Excel – Book2, p. 623To create an income statement in Excel, complete To create an income statement in Excel, complete steps 1 – 4 on page 623.steps 1 – 4 on page 623.

Complete steps 5 – 8 on page 624.Complete steps 5 – 8 on page 624.

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Copying Peachtree report data to Copying Peachtree report data to Microsoft Word, pp. 624 and 625Microsoft Word, pp. 624 and 625

Complete steps 1 – 8 on pp. 624 and 625.Complete steps 1 – 8 on pp. 624 and 625.

Click on File, Save As. Select drive A. Click on File, Save As. Select drive A.

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Save as, p. 625-626Save as, p. 625-626Make sure drive A is shown in the “Save in” field. Make sure drive A is shown in the “Save in” field. Accept the file name.Accept the file name.

Click on Save. Complete steps 11 and 12 on p. 626.Click on Save. Complete steps 11 and 12 on p. 626.

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Internet Activity, p. 626Internet Activity, p. 62611 Go to the book’s website at Go to the book’s website at www.mhhe.com/yacht2003www.mhhe.com/yacht2003

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. 627Going to the Net, p. 627Access the Microsoft Office website at Access the Microsoft Office website at www.microsoft.com/officewww.microsoft.com/office

1.1. What is the website address for Microsoft Word?What is the website address for Microsoft 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 Microsoft Excel?What is the website address for Microsoft Excel?4.4. After linking to the Microsoft Excel website, briefly After linking to the Microsoft Excel 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.