Chapter 17: Chapter 17: Using Peachtree Complete Using Peachtree Complete 2002 with Microsoft Excel 2002 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 Microsoft Office 2000, you can use Peachtree Complete 2002, Release 9.0, 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 applications.

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Software Objectives, p. 639Software Objectives, p. 639

Copy Peachtree report data to an Excel spreadsheet.

Copy Peachtree report data to Word. Save Microsoft Excel and Word files.

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Web Objectives, p. 639Web Objectives, p. 639 Use your Internet browser to go to the book’s

website at www.mhhe.com/business/accounting/yacht2002

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 summaries of the websites that you visited.

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Peachtree TipsPeachtree 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 Exercise 6-2. If necessary, see Appendix A, Installing Starting Data for the Sample Companies, pages 701-702.

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Backing up Chapter 17Backing up Chapter 17

Disk Backup Name

KB Page No.

18 of 18 A:\balance sheet.xls 19 KB 642

A:\income statement.xls 18 KB 644

A:\Bellwether Garden Supply.doc

19 KB 645

TOTAL KB 56 KB

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Chapter 17 topicsChapter 17 topics1. Software objectives and web objectives, p. 6392. Getting started, p. 6403. Copying Peachtree report data to Microsoft Excel,

p. 640a. Balance sheet, pp. 640-642b. Income statement, pp. 643-644

4. Copying Peachtree report data to Microsoft Word,pp. 644-646

5. Internet Activity, p. 6466. Summary and Review, pp. 646

a. Going to the net, p. 647b. Short-answer questions, pp. 647-649c. Exercise 17-1, p. 649d. Exercise 17-2, p. 649e. Chapter 17 index, p. 650

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Getting started, p. 640Getting started, p. 640

Start Windows and Peachtree in the usual way.

Open Bellwether Garden Supply.

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Balance Sheet, pp. 640-641Balance Sheet, pp. 640-641 Restore Exercise 6-2.ptb data. Click on Reports, Financial Statements. Click on the

“Excel” icon. Then, select <OK>.

Click on <OK>.

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Excel – Book1, p. 641Excel – Book1, p. 641 After completing steps 1 – 4 on pp. 640-641, Peachtree

starts Excel.

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

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Save as, p. 642Save as, p. 642 Complete steps 6 – 9 on p. 642. Put a floppy disk in drive A.

Click on <Save>. Complete steps 10 and 11 on p. 642.

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Excel – Book2, p. 643Excel – Book2, p. 643 To create an income statement in Excel, complete

steps 1 – 4 on page 643.

Complete steps 5 – 8 on page 644.

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Copying Peachtree report data to Copying Peachtree report data to Microsoft Word, pp. 644 and 645Microsoft Word, pp. 644 and 645

Complete steps 1 – 8 on pp. 644 and 645.

Click on File, Save As. Select drive A.

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Save as, p. 645-646Save as, p. 645-646 Make sure drive A is shown in the “Save in” box.

Accept the file name.

Click on Save. Complete steps 11 and 12 on p. 646.

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Internet Activity, p. 646Internet Activity, p. 6461 Go to the book’s website at

www.mhhe.com/business/accounting/yacht2002

2 In the “Student Center” list, link to Internet Activities.

3 Link to WEB EXERCISES PART 4.

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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Going to the Net, p. 647Going to the Net, p. 647 Access the Microsoft Office website at

www.microsoft.com/office

1. What is the website address for Microsoft Word?2. After linking to the Microsoft 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 Microsoft Excel?4. After linking to the Microsoft 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.