chapter 18: write letters, use templates, and peachtree online

19
Chapter 18: Chapter 18: Write Letters, Use Write Letters, Use Templates, and Templates, and Peachtree Online Peachtree Online

Upload: herbert-hardy

Post on 30-Dec-2015

229 views

Category:

Documents


2 download

TRANSCRIPT

Chapter 18: Chapter 18: Write Letters, Use Write Letters, Use

Templates, and Peachtree Templates, and Peachtree OnlineOnline

©2008 The McGraw-Hill Companies, Inc.©2008 The McGraw-Hill Companies, Inc. 22 of 19 of 19

Software Objectives, p. 641Software Objectives, p. 641

Use Peachtree’s Write Letters feature.Use Peachtree’s Write Letters feature.

Use Peachtree’s letter templates.Use Peachtree’s letter templates.

Save Word files.Save Word files.

Make one backupMake one backup

Explore Peachtree’s website.Explore Peachtree’s website.

©2008 The McGraw-Hill Companies, Inc.©2008 The McGraw-Hill Companies, Inc. 33 of 19 of 19

Web Objectives, p. 641Web Objectives, p. 641

Go to the Internet Activity link at Go to the Internet Activity link at www.mhhe.com/yacht2007www.mhhe.com/yacht2007. . Select WEB EXERCISES PART 4. Complete the Select WEB EXERCISES PART 4. Complete the fourth exercise in Part 4- Additional Accounting fourth exercise in Part 4- Additional Accounting Sources.Sources.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.

©2008 The McGraw-Hill Companies, Inc.©2008 The McGraw-Hill Companies, Inc. 44 of 19 of 19

Peachtree TipsPeachtree Tips

Chapter 18 uses data from the Exercise 6-2.ptb Chapter 18 uses data from the Exercise 6-2.ptb backup file. If you no longer have your back up backup file. If you no longer have your back up from Exercise 6-2, use starting data for from Exercise 6-2, use starting data for Bellwether Garden Supply. If necessary, refer Bellwether Garden Supply. If necessary, refer to Appendix A, Installing Starting Data for the to Appendix A, Installing Starting Data for the Sample Companies, page 700. Sample Companies, page 700. Peachtree integrates with the Microsoft Word to Peachtree integrates with the Microsoft Word to edit and create custom templates, and generate edit and create custom templates, and generate mailings using selected Peachtree information.mailings using selected Peachtree information.

©2008 The McGraw-Hill Companies, Inc.©2008 The McGraw-Hill Companies, Inc. 55 of 19 of 19

Backing up Chapter 18Backing up Chapter 18

Backup Name Backup Name

KBKB Page Nos.Page Nos.

Customer Letters.docCustomer Letters.doc 3,798 KB3,798 KB 644644

Copy of Bellwether Copy of Bellwether Sales Speci.docSales Speci.doc

575 KB575 KB 648648

Chapter 18.ptbChapter 18.ptb 3,182 KB3,182 KB 650650

Exercise 18-1.docExercise 18-1.doc 574 KB574 KB 655655

Exercise 18-2.docExercise 18-2.doc 574 KB574 KB 655655

The chart below shows the size of the backups made in Chapter 18. Refer to textbook p. 584 for the chart of backups made in Part 4.

©2008 The McGraw-Hill Companies, Inc.©2008 The McGraw-Hill Companies, Inc. 66 of 19 of 19

Chapter 18 topicsChapter 18 topics

1.1. Software objectives, page 641Software objectives, page 6412.2. Web objectives, p. 641Web objectives, p. 6413.3. Getting started, p. 642Getting started, p. 6424.4. Create a Mailing to Customers, pp. 642-644Create a Mailing to Customers, pp. 642-6445.5. Letter Templates, pp. 644-650Letter Templates, pp. 644-6506.6. Peachtree Online, pp. 650-651Peachtree Online, pp. 650-6517.7. Internet Activity, p. 651Internet Activity, p. 6515.5. Summary and Review, p. 652Summary and Review, p. 652

a.a. Going to the net, p. 653Going to the net, p. 653b. Short-answer questions, pp. 653-654b. Short-answer questions, pp. 653-654c. Exercise 18-1, p. 655c. Exercise 18-1, p. 655e. Exercise 18-2, p. 655e. Exercise 18-2, p. 655e. Chapter 18 index, p. 656e. Chapter 18 index, p. 656

©2008 The McGraw-Hill Companies, Inc.©2008 The McGraw-Hill Companies, Inc. 77 of 19 of 19

Getting started, p. 642Getting started, p. 642

Read steps 1 and 2 on page 642.Read steps 1 and 2 on page 642.

If necessary, restore the Exercise 6-2.ptb If necessary, restore the Exercise 6-2.ptb backup file. This backup was made on page backup file. This backup was made on page 204. 204.

©2008 The McGraw-Hill Companies, Inc.©2008 The McGraw-Hill Companies, Inc. 88 of 19 of 19

Create a Mailing to Customers, pp. 642-644Create a Mailing to Customers, pp. 642-644

The write letters feature allows you to The write letters feature allows you to send information to a large number of send information to a large number of people quickly.people quickly.

You can create mailings such as You can create mailings such as newsletters, announcements and newsletters, announcements and other types of mailings. other types of mailings.

Peachtree integrates with the Peachtree integrates with the Microsoft Word Mail Merge feature.Microsoft Word Mail Merge feature.

©2008 The McGraw-Hill Companies, Inc.©2008 The McGraw-Hill Companies, Inc. 99 of 19 of 19

Create a Mailing to Customers, page 642Create a Mailing to Customers, page 642

From the Reports menu, select Write Letters. Double-click the From the Reports menu, select Write Letters. Double-click the Customers folder; double-click on Bellwether Sales special.Customers folder; double-click on Bellwether Sales special.

©2008 The McGraw-Hill Companies, Inc.©2008 The McGraw-Hill Companies, Inc. 1010 of 19 of 19

Customer Letter, page 643Customer Letter, page 643After completing steps 1-3 on pages 642-643, a customer letter After completing steps 1-3 on pages 642-643, a customer letter appears. appears.

Complete steps 4-7 on page 644.Complete steps 4-7 on page 644.

©2008 The McGraw-Hill Companies, Inc.©2008 The McGraw-Hill Companies, Inc. 1111 of 19 of 19

Letter Templates, p. 644Letter Templates, p. 644Complete steps 1 and 2 on page 644. The Welcome window is shown Complete steps 1 and 2 on page 644. The Welcome window is shown below step 2, p. 644.below step 2, p. 644.

Click Next.Click Next.

©2008 The McGraw-Hill Companies, Inc.©2008 The McGraw-Hill Companies, Inc. 1212 of 19 of 19

Letter Templates (continued), p. 645Letter Templates (continued), p. 645

Complete step 3 on page 645. The Select Group Complete step 3 on page 645. The Select Group window is shown below step 3, p. 645.window is shown below step 3, p. 645.

Click Next.Click Next.

©2008 The McGraw-Hill Companies, Inc.©2008 The McGraw-Hill Companies, Inc. 1313 of 19 of 19

Letter Templates (continued), p. 645Letter Templates (continued), p. 645

Complete steps 4 and 5 on page 645. The Select Complete steps 4 and 5 on page 645. The Select Creation Method window is shown below step 5, p. Creation Method window is shown below step 5, p. 645.645.

Click Next.Click Next.

©2008 The McGraw-Hill Companies, Inc.©2008 The McGraw-Hill Companies, Inc. 1414 of 19 of 19

Letter Templates (continued), pp. 646-647Letter Templates (continued), pp. 646-647Complete steps 6-10 on pages 645-646. An employee welcome Complete steps 6-10 on pages 645-646. An employee welcome letter appears. This letter is shown on p. 647.letter appears. This letter is shown on p. 647.

Save. Exit Word.Save. Exit Word.

©2008 The McGraw-Hill Companies, Inc.©2008 The McGraw-Hill Companies, Inc. 1515 of 19 of 19

Peachtree Online, pp. 650-651Peachtree Online, pp. 650-651

Complete steps 1-5 on pages 650-651. Go online to Complete steps 1-5 on pages 650-651. Go online to www.peachtree.comwww.peachtree.com. (Select Services; Peachtree . (Select Services; Peachtree Passport Services, Create a New Passport Account.)Passport Services, Create a New Passport Account.)

Peachtree Passport includes a searchable Peachtree Passport includes a searchable knowledgebase.knowledgebase.

©2008 The McGraw-Hill Companies, Inc.©2008 The McGraw-Hill Companies, Inc. 1616 of 19 of 19

Glossary of TermsGlossary of TermsChapter 18Chapter 18

©2008 The McGraw-Hill Companies, Inc.©2008 The McGraw-Hill Companies, Inc. 1717 of 19 of 19

Template, p. 641Template, p. 641

A template is a document pattern or A template is a document pattern or part of a document that you can keep part of a document that you can keep stored so that it can be used again.stored so that it can be used again.

©2008 The McGraw-Hill Companies, Inc.©2008 The McGraw-Hill Companies, Inc. 1818 of 19 of 19

Internet Activity, p. 651Internet Activity, p. 65111 Go to the textbook website at Go to the textbook website at

www.mhhe.com/yacht2007www.mhhe.com/yacht2007. .

22 Link to Student Edition.Link to Student Edition.

33 In the Course-wide Content list, link to Part 4 Internet In the Course-wide Content list, link to Part 4 Internet Activities for Chapters 15-18. Open or Save. Choose Activities for Chapters 15-18. Open or Save. Choose Chapter 18 to complete Quizzes, PowerPoints, and Going Chapter 18 to complete Quizzes, PowerPoints, and Going to the Net Exercises.to the Net Exercises.

44 Since this exercise was started in Chapter 17, continue to Since this exercise was started in Chapter 17, continue to explore the WEB DEVELOPMENT links.explore the WEB DEVELOPMENT links.

55 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 web site of what you find. Include all appropriate web site addresses.addresses.

©2008 The McGraw-Hill Companies, Inc.©2008 The McGraw-Hill Companies, Inc. 1919 of 19 of 19

Going to the Net, p. 652Going to the Net, p. 652 Access the MSDN Online Library website atAccess the MSDN Online Library website at

http://msdn.microsoft.com/library/http://msdn.microsoft.com/library/

1.1. What is the MSDN library?What is the MSDN library?

2.2. Type Type What are templates? What are templates? in the Search field. Click in the Search field. Click Search.Search.

3.3. Link to an article of interest about templates. Write a Link to an article of interest about templates. Write a brief essay about what you find (minimum length is 75 brief essay about what you find (minimum length is 75 words; maximum length 150 words). Include website words; maximum length 150 words). Include website addresses in your answer.addresses in your answer.