Peachtree Year End Check List – Make a Historical Company – 800.475.1047 – Consultant – Support – Training – Reseller

How to make a historical company in Sage Peachtree

Are  you on an older version and need to upgrade

Year End Check List

Consultant – Support – Training – Reseller

  1. Login to the live company and backup company data
  2. Create a New Company “2017 History” (Current year to archive)
  3. Restore the backup into the 2017 History Company
  4. Go to Maintain -> Company Data -> chance the company name to “2017 History” company
  5. Log in to the Live Company
  6. Confirm all old Sales Orders have been closed
  7. Confirm all old Purchase Orders have been closed
  8. Print the following reports using 12/31/2017

– General Ledger Trial Balance

– Accounts Payable Aging

– Accounts Receivable Aging

– Inventory Valuation

– Payroll YTD Earnings

  1. Go to Tasks -> System -> Year End Wizard


For more information on Sage Peachtree give one of our professional consultants a call 800.475.1047

With over 25 years of accounting and business knowledge as well as proficient technical background you get the training and support your business needs and deserves working with a proficient expert consultant.   You can work with the same consultant to help you master your Sage Software and for those occasional questions you need help with so you can understand best practices and how to manage your company information and books.

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