Sage Peachtree General FAQs
General Questions:
What are the differences between the Sage Peachtree 2012 products?
Sage Peachtree 2012 serves the needs of customers, including those automating their accounting for the first time, to seasoned, advanced users needing to consolidate financials for multiple companies. To compare the features found in each product side-by-side, use our Comparison Chart.
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What Industry Solutions are offered with Sage Peachtree?
The Sage Peachtree product line offers solutions for Construction, Distribution, Manufacturing, Nonprofits and Accountants.
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What is the database that is included with Sage Peachtree 2012?
Sage Peachtree 2012 includes the Pervasive® 10.20 database.
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Will I experience any issues is moving my data from Pervasive 9.1 to 10.20?
No, for all current supported Sage Peachtree products, the transition will be seamless.
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When I moved to my current version of Sage Peachtree from Peachtree 2006 or earlier, the conversion wasn't necessarily seamless. Has this improved?
Yes, with Peachtree 2007 and higher, the database has been built on Pervasive. Sage Peachtree 2012 continues to use Pervasive so your conversion will be virtually pain-free.
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As my business grows, can Sage scale to meet my needs?
Sage offers solutions that will serve your needs throughout the life cycle of your company. Start with the Sage Peachtree solution that meets your needs and budget today, and as your requirements grow, upgrade to the next level of software when the time is right. Sage can truly support you through all phases of your business.
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Why should I choose Sage Peachtree over QuickBooks?
Sage Peachtree offers superior quality and service, including robust functionality in inventory, job costing, time and billing, and fixed assets. Built-in accounting controls and detailed security provide the accuracy and control needed to run your business, giving you the peace of mind you deserve.
Additionally when you choose Sage Peachtree you can get direct access to our US-based technical support and even have the opportunity to have a personal account manager.
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Can I convert from Quicken® or QuickBooks®?
Sage Peachtree 2012 offers an easy conversion wizard only for QuickBooks* to walk you through the steps, allowing you to get up and running in no time. Sage Peachtree supports conversions from QuickBooks 2008 – 2011 Pro through Enterprise. However, there is no conversion wizard for Quicken, but you can convert manually by exporting data from Quicken and importing it to Sage Peachtree.
*Excludes conversion of QuickBooks individual payroll transactions. For additional information on conversion limitations, please visit www.peachtree.com/qb
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What is the advantage of joining Sage Business Care?
With Sage Peachtree Business Care, Sage Peachtree Pro Accounting and higher customers can get peace-of-mind, knowing they are always up-to-date. Sage Peachtree Business Care1 is an annual auto-renewing subscription service offering three plans that give you exactly what you need to stay current with the latest Sage Peachtree software. Plus, you receive 12 months of our support, on-going training, and other valuable tools.
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How does Sage Peachtree 2012 limit credit card fraud exposure?
Sage Peachtree 2012 includes Sage Exchange, a PA-DSS compliant solution, for storage of credit card information. Internet access is required. Help your business become PCI-DSS compliant by using Sage Payroll Services to process credit cards.
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Getting Started with Sage Peachtree:
What features are available in Sage Peachtree 2012 to get me started quickly?
All products come with a New Company Setup Wizard to walk you through the steps of setting up your accounting, as well as in-product tips and screen-level help, which tells you what info you should have on hand prior to setting up Sage Peachtree.
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Once I have Sage Peachtree 2012, how do I know what features are available and how to use them?
Our "What's New in Sage Peachtree" screens will walk you through all the new features in Sage Peachtree 2012, plus tell you how to use them. This feature automatically displays when you first launch the product, and also has a link in the Help file so you can access it whenever you need it.
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How many companies can I consolidate?
Provided that your companies have the same chart of account IDs, Sage Peachtree Premium Accounting allows you to run up to 20 customized Financial Statements in consolidated format.
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Support Questions:
I work a lot with Microsoft® Excel®. Does Sage offer any support for this?
Yes, with Sage Business Care, Sage will assist you with the management of your Sage Peachtree data in Microsoft Excel 2003, 2007, and 2010.
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Does Sage Peachtree Support Windows® 2007?
Yes, since the release of Peachtree 2010 SR1, we have supported Windows 7.
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Does Sage Peachtree Support Windows Server 2008?
Yes, we support Windows Server 2008.
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What type of support do I get when I purchase Sage Peachtree 2012?
All first time Sage Peachtree customers will receive 30 days free support* upon registration. Upgrading customers will receive one free support call* within 30 days of registration. As a Sage Peachtree customer, you'll also get access to the Sage Peachtree Knowledge Center, which puts answers at your fingertips. You can search our extensive knowledgebase for commonly asked questions, or ask a question specific to your support needs, allowing you to get accurate online answers quickly.
*Free support provided for currently supported products. Additional support is available for a fee. Support specialists reserve the right to limit a call to one hour or one incident.
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Does Sage Peachtree Support Windows Vista® and Windows 7 64-bit systems?
Yes, Peachtree 2010 does support 64-bit systems.
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What is the maximum number of users supported by Sage Peachtree?
For our Complete, Premium and Industry Solutions products, you have the option to support up to 5 licensed, named users.* Sage Peachtree Quantum 2011 offers you the opportunity to support 5, 10, 15, 20, 30 or even 40 licensed, named users**.
*For multi-user access, you must purchase one single-user box per named user or one Multi-user Edition for up to five licensed, named users. See System Requirements.
**Multi User licenses available in of packs of 5, 10, 15, 20, 30 or 40. A maximum of 40 licensed, named users is allowed. Only the first 40 named users selected in the user maintenance screen are considered licensed, named users.
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How many years will the Multi-Year* Reporting feature go back?
With an upgrade to Sage Peachtree 2012 from Peachtree 2008 or an earlier product, you will be able to see 'real-time' financial statement information from your current open 2 years plus 1 closed year, all within Sage Peachtree. Once you upgrade to Sage Peachtree 2012, your historical information will begin to build year over year. Sage Peachtree 2012 and previous versions have no restrictions on how far back you can report for transactional data like sales order reporting, only for financial statements, account balances, and payroll reports.
*Upon upgrading to Sage Peachtree 2012, 3 years of converted Sage Peachtree Financial Statement data and account balance data on General Ledger reports will be readily accessible, as well as data for future closed years.
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Within the Multi-Year* reporting feature, will the data being viewed in my closed year be altered?
No, one of the advantages of Sage Peachtree is that we lock-down all closed year information. This feature will allow you to see the information without concern of changes occurring.
*Upon upgrading to Sage Peachtree 2012, 3 years of converted Peachtree Financial Statement data and account balance data on General Ledger reports will be readily accessible, as well as data for future closed years.
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Does Sage Peachtree offer a Macintosh version?
No, we currently do not have an option for customers using Mac.
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No, but you can set the In-Product messages based on your experience level with Peachtree which will help determine the frequency you see messages. As well, you can set the length of time you will see messages as they come up.
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Sage Peachtree Add-on Services:
How do I sign up for Sage Peachtree Bill Pay*?
You can sign up for Sage Peachtree Bill pay right from within the product*. Go to the Services menu and click on "Bill Pay".
*Subject to approval and to Sage terms of service. Additional fees, internet access and checking account required.
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Does Sage Peachtree offer the ability to access my data remotely?
Yes, with Sage Peachtree Remote Access* powered by GoToMyPC®, you will be able to access your Sage Peachtree data from any other computer with Internet access. Try Peachtree Remote Access free for 30 days.
*Additional fees, internet access and credit card required. Subject to third party terms and conditions. Price is subject to change.
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How can I download my bank statement to Sage Peachtree?
You now have two options in which you can download your bank statement*. You may automatically connect to your bank and import transactions by choosing your financial institution from the list of partner banks that provide statement transfer specifically for Sage Peachtree, or if your bank is not listed you can still manually import your banking transactions in to Sage Peachtree so long as they are stored in standard Open Financial Exchange (OFX), QuickBooks QFX, or Microsoft Money format. If you use the automatic import option, you will enter the ID and password issued to you by your bank for access to online bank reconciliation.
* Internet access required. See www.peachtree.com/banks for a current list of supported banks, which is subject to change. Your bank may charge a fee to download statements.
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How do I activate UPS® shipping?
If you have an existing account with UPS*, you can provide the information during the registration process. All of your negotiated rates and discounts will be honored when you access UPS Online functionality through the Sage Peachtree application.
* UPS functionality is subject to UPS terms and conditions. Internet access required.
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What if I already have an existing UPS® account?
If you have an existing account with UPS*, you can provide the information during the registration process. All of your negotiated rates and discounts will be honored when you access UPS Online functionality through the Sage Peachtree application.
* UPS functionality is subject to UPS terms and conditions. Internet access required.
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