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Peachtree by sage support information
At Sage, we are always striving for ways to improve the service we deliver to our customers. If you have questions on your product, suggestions on how we can provide better service and support, or general feedback on how our products work for you, please submit your questions or comments using the appropriate contact option below, or call us at:
877-481-0341 – or – 770-724-4577
The Sage Small Business Knowledgebase does not require a log on. We’ve got answers to your most frequently asked Peachtree questions! Search by product, category, keywords, Answer ID or phrases. You can even give us feedback on answers and suggest new answers.
Customer Service Chat is free for everyone and provides non-product support assistance. For Customer Service Chat hours and availability are:
Mon-Fri 9:00 AM to 5:30 PM Eastern. Some exceptions apply.
Peachtree customers with a warranty or support plan are entitled to use advanced features such as:
- Peachtree Product Support Chat
- E-mail Support
To use these features click on the Advanced Features link and log on. Once logged on you can also search the Sage Accounting for Small Business Knowledgebase.
If you would like to purchase a plan that includes Peachtree Product Support Chat and Peachtree e-Mail Support, simply contact us at (770) 724-4577.
How do I log on to access Advanced Features?
Peachtree customers with a warranty or support plan can log on to their Advanced Features through Peachtree Passport. If you don’t currently have a Peachtree Passport account set-up, you’ll have an option to create one before accessing the Advanced Features of the Knowledgebase / Live Chat Assistance. Unless you log on, your Advanced Features will not be available to you.
You can verify if you are logged on by looking at the “Logged On Status Indicator” (pictured above). Unless you log on, your Advanced Features will not be available to you.
Please review below for Peachtree By Sage Product Support Chat hours and availability.
See how Peachtree compares to QuickBooks
See how Peachtree compares to QuickBooks
| Accuracy | Peachtree 2010 | QuickBooks 2009 |
|---|---|---|
| Internal Accounting Review | Up to 15 checks of your data are performed by the Internal Accounting Review2 process in Peachtree. These checks look for suspicious transactions and common accounting mistakes and give the user advice on correcting the transactions. | Similar functionality does not exist in QuickBooks. |
| Conditional Alerts | Alerts can be displayed within Peachtree or sent by e-mail to customers, vendors, or employees when certain conditions are met or events occur. Peachtree can automatically notify certain employees through e-mail when certain conditions are met. For example, if a customer’s balance exceeds a preset amount, an e-mail alert is generated. Or if inventory levels fall below a certain amount, an e-mail can be sent to the proper employee(s) to reorder. | Similar user-defined notifications cannot be set in QuickBooks. |
| General Ledger (GL) Access | In Peachtree, you always have access to how your transactions are posted to your General Ledger accounts. Features like ‘Accounting Behind the Screens’ allow you to view the journal entries associated with transactions while you are in transaction screens, such as sales invoices, receipts and purchases. This gives you visibility into how a transaction is being posted on both sides of the GL, and allows you the ability to change any of the GL accounts that the transaction is posting to. | In QuickBooks, you can see journal entries behind transactions from a report that does not allow modifications. Accounts can be selected on purchases, but accounts cannot be selected directly from sales orders, invoices, or purchase orders. |
| Analysis | ||
| Peachtree Business Analytics | In Peachtree, you can see how your company is performing compared to other companies with the new customizable company dashboard! Get instant access to view up-to-date key financial trends in order to compare items such as Total Revenue, Gross Margin %, Days Sales Outstanding, and much more. Use this tool to improve your business’ financial health and make critical decisions.3 | QuickBooks no longer ships with the Expert Analysis tool which provided similar functionality and the tool (ProfitCents by Sageworks) is not available as an add-on on the Solutions Marketplace. They do not have similar functionality built into the product. |
| Security | ||
| Password Security | Secure your company’s data from unauthorized access with increased password security options. Strengthen your password security with new customizable options such as automatic password expiration, multiple incorrect password attempts lockout, no repeat passwords, and masking passwords from other users in Peachtree. Maintenance is easier giving users the ability to change their own passwords without relying on the admin, and requiring strong password compliance. | QuickBooks does mask passwords but only the Admin can set them. Password strength is recommended but not enforced. |
| User Security | Peachtree multi-user products provide you with screen-level and report groups access control. Administrators can select from over 100 specific areas to give add, edit, view-only, or no access to each user. | Security settings in QuickBooks multi-user products (other than QuickBooks Enterprise) allow access of only 10 major functional areas, but not at screen-level and report group access level. |
| Control | ||
| Assembly Revision History | Peachtree manages the revision history for the customer so that you can see the entire history of the assembly item, with an audit trail showing who changed it. | QuickBooks will allow you to change the components of an assembly inventory item at any time; however, a revision history is not maintained. |
| Purchase Orders | Peachtree will automatically create purchase orders based on minimum stock levels, re-order quantities, and quantities on sales orders. | Purchase orders can be created manually or from individual sales orders in QuickBooks, but not automatically and not based on stock levels. |
| Master/Sub-Stock items | Peachtree will automatically generate your sub-stock items and maintain them as a group. This is useful when you want to create an item, such as a shirt or hat generically, and then use the attributes of that item (Color, Size, etc) to automatically generate the sub-stock items to produce a line of products. | QuickBooks only allows you to use item classes as ‘sub items’ which is similar to Peachtree master stock items, but does not support true sub-stock items. |
| Work Tickets | Peachtree allows the ability to build an assembly as a work-in-process. As each piece is complete, that task is marked off the work ticket. When it is finished, an assembly item is generated as “ready to sell”. | QuickBooks does not have work tickets. |
| Costing Methods | Peachtree lets you choose from Average, LIFO, FIFO, and Specific-Unit costing methods. | QuickBooks offers only Average costing method. |
| Order or Sell Using Vendor Part Numbers | For each item in Peachtree, you can store an internal part number, UPC/SKU code, and vendor part number. You can include these numbers when printing inventory reports from Peachtree. | QuickBooks tracks internal and manufacturer part numbers that can be printed on forms, but manufacturer part numbers cannot be printed on reports. |
| In-Product Advisor | The Advisor will assist you in pointing out better ways to accomplish common tasks in the program. Learn the best way to work within Peachtree by leveraging our in-product user tips. These tips will help you discover functions or features that will assist you in learning other areas of the product quicker | Advisor-like functionality is not available in QuickBooks |
| Serialized Inventory Tracking | You may assign serial numbers to specific individual inventory items when creating transactions in Peachtree, and maintain detailed records for tracking, recall, and warranty purposes. Also track the actual cost of each serialized item for more accurate profit measure. | This capability does not exist in QuickBooks. |
| Access | ||
| Multiple Contacts | Store a virtually unlimited number of contacts per company in Peachtree!4 The “Contacts” tab in the Customers screen allows you to keep track of any specific details you want regarding multiple contacts per company. Track more details like multiple contacts titles, phone numbers, e-mail address and specify the ship-to contacts | Only offers 2 contacts per customer. |
| Customer Management Center | Create a customizable dashboard view of your customer’s information such as their converted and unconverted quotes, invoices, receipts, time tickets, aged balances, items sold, and much more. Drill down to the detail and quickly take action. | QuickBooks takes you to one place but still requires multiple clicks to find the data you need. QuickBooks places you on one screen with 2 tabs and only 1 transactional module on each. You have to change settings on the fly to view different sets of information. |
| Open Multiple Companies | Get your work done faster by being able to open multiple companies within Peachtree at the same time! Open all of your companies at the same and toggle to the company you need without closing your current company.5 | QuickBooks only allows one company to be open at a time |
| Payroll | ||
| Tax Table Modifications | While both Peachtree and QuickBooks offer tax table update subscriptions, Peachtree users who do not subscribe to the service are still able to modify federal, state, and local tax calculations in user-defined tables. | QuickBooks users do not have the ability to manually set up or modify tax tables requiring that updates be made exclusively through the QuickBooks tax update service. |
| Solutions for Expanding Businesses | ||
| Industry-specific solutions | Peachtree offers feature-rich solutions for companies in industries such as: Manufacturing, Distribution, Construction, Nonprofit and Accounting. These industry-specific solutions are designed to help specialized companies better manage operations by handling their specific functionality and reporting needs without sacrificing the strength and flexibility of a robust accounting solution. | QuickBooks offers industry solutions for Manufacturers, Wholesalers & Distributors, Nonprofits, Retailers, Professional Services, Contractors, and Accountants. |
| Better Performance, Lower Cost of Ownership | Peachtree Quantum includes key features and benefits for those customers looking to expand their business. With our exclusive SmartPosting technology, you can experience 2X better performance.6 Peachtree Quantum also offers options for a 5, 10, 15, 20, 30, or 40 user versions allowing customers to expand the number of users as their business needs grow.7 And with cost effective pricing, Peachtree Quantum is the ideal solution for companies that want the lowest total cost of ownership. | QuickBooks Enterprise does not have SmartPosting technology, and the head-to-head performance testing shows that Peachtree Quantum outperforms QuickBooks Enterprise by 2X performance speed. For more details see the performance test criteria.QuickBooks Enterprise only has the option to expand up to a 30 user version.
And the cost of upgrading to a 30-user QuickBooks Enterprise is more expensive than upgrading to a 40-user version of Peachtree Quantum. |
| Order Process Workflow | Keep track of all the moving parts of your order process so nothing gets missed and everything moves along as planned. Have one centralized place to keep track of all process statuses, or just your own tasks and improve daily efficiency of your business with the new Order Process Workflow system in Peachtree Quantum. You can also notify the next person in the process, with a status and specific notes as needed. | QuickBooks does not offer workflow functionality |
| My Dashboard | Based on the user’s security access, customize screens in Peachtree Quantum to only show things you do on a regular basis like managing Aged Receivables, or Aged Payables, or Payroll and much more. Mix and match from various functions or make another view that shows only the tasks you need on a weekly or monthly basis – you choose! | QuickBooks currently does not have a user-based, customizable dashboard |
| One solution provider for those with even more powerful needs | Peachtree Quantum provides a high-performance option for your growing business with support for up to 40 networked users. As you continue to grow, you have the option to remain in the Sage family with an easy transition to Sage MAS. | QuickBooks Enterprise supports only 30 simultaneous users. |
Bookkeeper/Office Manager
As the bookkeeper/office manager, you and your team need a solution you can rely on to help you do your job better and keep the office running smoothly. It must offer comprehensive accounting functionality, be easy to use and allow you to easily create professional financial reports.
Peachtree by Sage Quantum delivers all of this, plus:
- “My Dashboard” that you can customize according to each individual user’s preference and display as much or as little information, all organized for the way you work
- More than 140 customizable reports that give you the data you need – the way you want it – to recognize opportunities and provide the owner with information to steer your business and help increase profitability
- “Internal Accounting Review” that saves you time by running up to 15 checks on your data at any time to find potential order entry mistakes
- The ability to accommodate up to 40 users with role-based security and audit trail to help make sure your team sees only the information they need
- Collaboration tools to better track all the moving parts of the order process so nothing gets missed, easily notifying the next person in the process that the status has changed so everything moves along as planned
Q: Why should I consider Peachtree Quantum?
A: Peachtree Quantum is designed for larger companies that have 5 or more users and require a high capacity, high performance, accounting application.
Q: I’m not currently using a Peachtree solution. How easy is it to migrate my data to Peachtree Quantum?
A: Converting data to Peachtree Quantum follows the same simple and flexible process used to migrate data to other Peachtree products. Specifically, Peachtree Quantum includes conversion utilities to migrate data from QuickBooks, One-Write Plus and DacEasy. In addition, customers may selectively import accounts receivable data, accounts payable data, payroll data, general ledger data, inventory data, jobs data and time/expense data from a comma separated text file field by field.
Q: Is Peachtree Quantum guaranteed?
Keeping business growing easily helps with inventory control
A good thing to keeping your business to grow easily is making your customers happy. Keeping a 100% inventory is the best thing. Keep on re-investing into your business by having more in your inventory. That way, when you receive an order, you can get it out the same day. Customers really love that kind of service.
Keeping your customer service level really up to par is one of the most important tool to use. Same day shipping and exceeding your customers expectations is another thing. Making sure you do follow up if the order is large, and the order is correct each and every time, will help your customers to come back. When your customers are happy, they will spread the word, and you’ll gain more customers. Having a good accounting program to keep your inventory in control is the best thing. Peachtree quantum by sage is a great choice to use.
Features & Benefits of Peachtree Quantum
Features & Benefits
Peachtree Quantum is The Ultimate, High-Performance Peachtree Accounting Solution that’s designed to meet your changing needs with flexible tools and personalized features that help improve internal communications and collaboration; provide better, faster customer service; and keep information secure.
Designed to support up to 40 named users, Peachtree Quantum offers significant performance gains when compared to other small business products. And when compared to other mid-market solutions, you don’t pay thousands of dollars more for functionality you don’t need or use. In addition to significant performance benefits, Peachtree Quantum also comes with one year of unlimited access to support, product updates and upgrades.
Peachtree Quantum is the best choice for you because it has served the needs of small business accounting for 30 years. With Peachtree Quantum, you can enhance your operations with…
- Order Process Workflow
- Notifications
- My Dashboard
- Advanced Security Features
- Customer Management Center
- Transaction History
- Multiple Contacts per Business
- Advanced Manufacturing
It keeps everyone informed in real time of all the details in your sales and purchase processes, so that anyone with the approved access can instantly know where your order is, when it’s due, who’s handling it or what’s the problem with it. Now you can customize triggers, steps and statuses that are crucial to your company.
This is a dynamic feature that lets you or another user know when a transaction has moved along in the process. You now have the ability to set this function for exactly the status changes you want, such as telling your shipping clerk that a Sales Order has moved from “In Progress” to “Accepted” or letting the Billing Manager know when a Purchase is assigned to a team member. The people who need to know will know – the moment it happens – even if they’re not working in Peachtree at the time.
This is essentially a homepage for all Peachtree information that is vital to your company. You now have the ability to customize it not only for your company, but also for each individual user. My Dashboard can have as much information as you need and as many tabs as you want, all organized for the way you work.
More users mean more security concerns. Peachtree Quantum helps ensure security of your sensitive data, and let’s you control which user have access to which data and features.
Save time by viewing the details you need all-in-one-place to better manage and service your customers without missing a beat. Quickly search for customers by any of their contact information and export data into Excel® or PDF.
Save time by easily and quickly viewing all history related to a particular customer or vendor transaction at any point in the sales or purchase process – from quote to receipt or from payment to purchase order.
Multiple Contacts per Business
Store a virtually unlimited number of contacts, and their details, per company in the new “Contacts” tab. Plus a new Notes field allows you to track unique information about each contact.
Reduce your inventory holding costs, avoid painful purchasing mistakes, and prevent costly production delays with all the functionality a manufacturing firm needs: inventory control, WIP tracking, multi-level bills of material, BOM revision control, and production work orders.
Additional modules are available to extend capabilities in Advanced Purchasing, Advanced Production, and Material Requirements Planning.
Nonprofits
Nonprofit organizations, including religious organizations, legal aid providers, educational institutions and social/civic associations, face unique challenges. From shrinking contributions to increasing financial scrutiny from donors and Boards of Directors, and volunteer staff not skilled in basic accounting functions and procedures, nonprofits need an accounting solution that is straightforward and simple to use yet powerful enough to offer the detail necessary to meet organization requirements. Peachtree by Sage — Quantum provides these organizations with a solution that makes it easy to manage payables and receivables with additional tools to meet organization’s needs for reporting, security and ease of use.
Nonprofit challenges
- Reductions in staffing
- Increasing scrutiny by Boards, donors, grantors
- Lack of accounting expertise by volunteer administration
How Peachtree Quantum can help
Peachtree Quantum helps you address these challenges by providing nonprofit organizations full core accounting functionality in an easy-to-use package with detailed reporting capabilities that illustrate how donated funds have been utilized.
Peachtree Quantum provides:
- Complete core accounting functionality
- Easy to use operation
- Detailed reports
- Four-years of budgeting and account segment definitions
- Advanced financial statement filtering
- One-year unlimited access to support, updates and upgrades
Small Business Manufacturing
Manufacturing organizations like yours, especially those in the small to mid-sized segment need to focus on the markets and business processes that are producing results while working to improve operational efficiency and enhance customer response. To do so, you require in-depth visibility and insight into the information at the heart of your manufacturing business. Peachtree by Sage – Quantum Manufacturing Edition powered by Manufacturing Information Systems, Inc. (MISys, Inc.®) delivers not only the core accounting features you need, but a rich manufacturing-based feature set that helps drive efficiency, customer satisfaction and profitability. Peachtree Quantum by sage has more accounting functions better than any other accounting program
Manufacturing industry challenges
- Increasing operational costs
- Increasing material costs
- Inconsistency in order volume from customers
- Need to maintain profitable output with fewer headcount
- Increasing global competition
- Increased competition from large suppliers moving down market
How Peachtree Quantum Manufacturing Edition can help
Peachtree Quantum Manufacturing Edition helps you address these challenges by providing core accounting functionality with advanced manufacturing features powered by MISys. Do more with less by using workflow capabilities that help you increase efficiency, while being cost effective, improve assembly processing, make inventory management more predictable, reduce delivery times and create greater customer satisfaction. Peachtree Quantum Manufacturing Edition offers tools that are right for growing job shops to large make-to-stock and make-to-order manufacturers.
Peachtree Quantum Manufacturing Edition provides:
- Extensive tracking of manufacturing inventory and work in process (WIP)
- Multi-level bills of material with full explosion down to 16 levels deep
- Net-change physical inventory with cycle counting
- Batch-oriented or direct entry of all stock transfer transactions
- Full back flushing of all assembly transactions
- Choice of standard, average, LIFO, or FIFO costing methods
- Cost adjustment with roll-up through all BOM levels
- Stock check processing to identify impending shortages
- Work orders to document and track production activity
- Configurable alerts to show you critical events and status
- Additional modules to extend capabilities in Advanced Purchasing, Advanced Production, Material Requirements Planning
- Custom manufacturing reports
- One-year access to priority support, updates and upgrades
Small Business Wholesale and Distribution
Small Business Wholesale and Distribution
As a small to mid-sized distribution organization, you face a broad set of internal and external challenges around inventory management, procurement, pricing and escalating customer demands as you struggle to remain competitive and grow your business. Peachtree by Sage – Quantum empowers your organization, giving you unprecedented visibility to become more productive, make better decisions and achieve better business results. Peachtree Quantum by sage really offers alot more than Quickbook Enterprise and will give you the accurate results you need for your honest business.
Distribution industry challenges
- Increasing operational costs
- Shortage of available working capital from traditional sources
- Increasing global competitive pressure
- Reduced availability of partners
- Need to do more with less
- Increased competition from large suppliers moving down market
How Peachtree Quantum can help
Peachtree Quantum helps you address these challenges by providing distribution organizations core accounting functionality with advanced distribution features. Compare your operational costs to competitors with Business Analytics so you know where to make improvements. Do more with less by using workflow capabilities that help you increase efficiency, while being cost effective.
Peachtree Quantum provides:
- Multi-quantity unit buy/sell capability
- Serialized inventory
- Multiple costing methods
- Establish minimum stocking levels and reorder quantities
- Flexible pricing tools: volume discounts and quantity-based pricing
- Custom reporting to manage distribution operations
- One-year unlimited access to support, updates and upgrades
Small Business Construction by Peachtree
Small Business Construction
As contractors and sub-contractors, you are probably scrambling for work opportunities, as well as face increasing competition from larger firms looking at smaller opportunities to offset their own business challenges. As a result, it is critical to have more accuracy and better visibility into your business’ performance. Small and mid-sized construction organizations like yours find Peachtree by Sage – Quantum an invaluable tool that provides the right amount of accounting functionality, construction-specific features and business analytics tools to help you achieve better results at a budget-friendly price.
Construction industry challenges
- Increasing material costs
- Shrinking business opportunities
- Extreme margin pressure
- Increasing competition from large suppliers moving down market
How Peachtree Quantum can help
Peachtree Quantum helps you address these challenges by providing core accounting functionality with advanced construction features. Better manager your materials costs with strong inventory management tools. Compare your business financials to competitors with Business Analytics so you know where to make improvements. Understand your margins better by using the labor burden calculation, job costing and other fixed costs tracking tools in Quantum to meet the demands of an ever evolving environment. Peachtree Quantum by sage has all of your accounting needs to do help you have a successful business.
Peachtree Quantum facilitates:
- Progress billing
- Retainage
- Labor burden calculations
- Job work-in-progress reportings
- Payroll overhead rate tracking
- Tracking of insurance expiration dates for sub-contractors
- Bill of material tracking
- Custom construction planning reports
Now more than ever, accounting firms like yours who service the small to mid-sized market segment are being asked to support evolving client needs to help fuel future client growth, as well as your own practice. Meeting the needs of this dynamic market requires you to be at the very top of your game with the ability to provide accurate and detailed business information that clients can rely on to make sound decisions to generate growth and profits.
Peachtree by Sage – Quantum offers accounting firms a single, powerful and flexible accounting solution to address multiple client files, while providing a single access point to create and modify files from any Peachtree product format your clients might have.
Accounting industry challenges
- Increasing workflow resulting from multiple client needs, files and practices
- Increasing customer demand for faster information delivery
- Increasing client demand for more business performance analysis
- Increasing company mergers, consolidations
How Peachtree Quantum can help
Peachtree Quantum helps you address these challenges by offering accounting firms a versatile resource to serve their client’s needs easily and effectively. Accountants using Peachtree Quantum can create, open, modify and save client files from any version of Peachtree Accounting as well as handle complex tasks like company consolidation, file backup and restore, compensation history tracking and budget tracking for up to four years.
Peachtree Quantum provides:
- Single point of access to multiple client files
- Easy file back up and restore functionality
- More than 145 customizable reports
- One-year access to priority support, updates and upgrades
Sage Accountants Network
The Accountants Network is for accountants who insist on staying current on trends in accounting and business management solutions. The program offers you flexible access to information, software and services that allow you to respond to your clients’ needs – without investing a great deal of time and money.
Members of the Accountants Network receive:
- Online listings in the member locator
- Priority access to experienced support specialists
- Product upgrades/updates and payroll tax tables
- Access to valuable discounts on business services and products
With widespread job cuts and a recession to deal with, it’s not easy to maintain a positive outlook at work these days. But being upbeat, despite the stress, could actually help you thrive during a downturn.
“Most people make the mistake of thinking that success leads to happiness. In fact, our brains work precisely the other way around,” says Shawn Achor, head of Aspirant, a consulting firm that advises clients like Microsoft (MSFT, Fortune 500), American Express (AXP, Fortune 500), Credit Suisse (CS), and UBS (UBS) on how to keep morale and productivity up in these extraordinarily difficult times.
A positive approach to the daily grind, he adds, “gives rise to resilience, energy, and the ability to influence other people — all things that create success.” Having an great accounting team helps as well. Use a good quality accounting program like Peachtree Quantum by sage.
So if you want to come through this downturn with flying colors — and maybe even a promotion or a raise — you need to think positive.
Did you know that the top Accounting Software was Peachtree by sage. Peachtree ranked the best for ease of use, Help Documentation, Accounting Receivables and payables. Next was MYOB, then Quickbooks. Peachtree is really easy to use, and has a excellent system set up. The 2010 Peachtree by sage, has been really been upgraded alot more. You can see more of what your doing for your customers and inventory.
Quickbooks has done some upgrade, but not like peachtree has. If you use fixed assets, peachtree is the best program to use. Just try it for your self and see how much you like the program. Its easy to import from QB to Peachtree accounting. Peachtree Quantum by sage offers at least a 10 user edition for various industries.
