Integrate Peachtree With Outlook For Business Growth

Sage Peachtree is an accounting software used by many businesses to aid with their accounting workload. It is extremely popular, and very simple to use. Peachtree is one of the top accounting solutions provider in the market. Enterprises have five versions to choose from: First, Pro, Premium, Complete and Quantum. Users of Peachtree also get email invoices, reports and additional materials when integrated with their Outlook application. Peachtree integration allows keeping track of customer, employee and vendor information, synchronizing these data and connecting with people in your business and customer. It greatly benefits your business and allows smooth transactions and easy interconnectivity.

Instructions to Set up Email Option for Customers:

• Open the Peachtree application.
• Click on Maintain and Customers options. Now choose a customer from the list of customer that you get. Open the General tab and enter the customer’s email address. Now select the Sales Info tab.
• In your Form Options click on Email to set it as delivery method.

Instructions to Set up Email Option for Vendors:

• Choose a vendor from your Vendors list.
• On the General tab type in your vendor’ Email address and then select Purchase Info tab.
• Again, in Form Options set Email as delivery method.

Instructions for Sending a Report via Email:

• Click on Reports & Forms and then select the Forms option. Choose a form from the option provided to you. On the right side of the screen, you will notice two options, Preview and Print. Click on both options.
• If you wish, you can specify a particular criteria in the Preview and Print screen. Also if you wish, click on the Refresh List button.
• Go to the Email tab. Under the section labeled as Actions select the Email option and then click on Email.

Instructions for Synchronizing Contact information with MS Outlook:

• First, open the Peachtree program. Click on File and Sync with outlook option.
• On clicking this option you will find that all your customer, vendor and employed information gets synchronized with your Outlook application.
• If you wish, you can modify the synchronization settings in Peachtree by using these tools.

Integration of Peachtree with your Outlook application can help with business transactions, keeping records and helping you grow the business. If you encounter trouble, you can ask Outlook tech support to help you out. Outlook tech support offers excellent technical assistance for all your Outlook problems. Check up on Peachtree website’s support page, dedicated for Peachtree solutions. Grow your business with Peachtree and Outlook.