AccuCOUNT Initial Setup Guide for Peachtree

Before using AccuCOUNT to compare and receive inventory, follow these steps to install, configure and ensure proper communication with Peachtree.

If you are using AccuPOS Retail Point Of Sale or AccuSHIFT Time Clock, and already have the Peachtree Adapter installed, you may skip step one.

Step One – Install and configure AccuPOS Peachtree Adapter

Install the Peachtree Adapter

Insert the AccuCOUNT Inventory CD, select the ‘Install AccuPOS Adapter’ and follow the prompt.

Setup the Peachtree adapter

The Peachtree Adapter is the program that enables AccuCOUNT to exchange information with Peachtree. It should remain open at all times. Closing it will disable AccuCOUNT from communicating with Peachtree.

The Peachtree adapter must be installed on the same computer that the Peachtree program is installed on. The Peachtree database files do not necessarily have to be on the same computer.

1.      Open Peachtree, and log into the company file AccuCOUNT will be communicating with.

2.      Click Start>> Programs>> AccuPOS Retail>> Peachtree Adapter

3.      Once the Adapter starts, Peachtree will ask, “Do you want to allow Attitude POSitive to run with your Peachtree Software?” 

4.      Check the “Remember this setting” box and then click YES. 

5.      On your Windows Task Bar at the bottom of the screen, a button will appear that says “Configure Sites” Click the button.

6.      Select the Peachtree Company file that AccuCOUNT will be communicating with. (If the Peachtree company file is located in a folder other then the default Peachtree folder, use the Browse data folder to point to the Peachtree company file location).

7.      Highlight the Peachtree company name and click update. The word DEFAULT should appear next to the company name.

8.      Enter the Inventory Adjustment GL account number to be used when making inventory adjustments.

9.      Enter the Accounts Payable GL account number to be used when receiving inventory from vendors.

10. Click OK.

Step Two –Setup and Register AccuCOUNT

Insert the AccuCOUNT Inventory CD, from the on screen display select the ‘AccuCOUNT Inventory’ and follow the prompt.

1.      Once AccuCOUNT in installed, Go to Start, Programs, AccuCOUNT Inventory, and click on AccuCOUNT Inventory.

2.      From the Start Menu select Setup.

3.      The browse request folder should be set with the path to the folder that the Peachtree adapter resides in. If the adapter is installed on the same computer AccuCOUNT is, the path should be set to C:\Program Files\Attitude POSitive. If the Peachtree adapter is installed on a different computer, share the folder (full read write rights) and set the path to it.

4.      Unless a specific site was specified in the Peachtree adapter, the site name should be DEFAULT.

5.      Leave the GL class empty, as it is only for QuickBooks users.

6.      Click on the Registration button to register AccuCOUNT.

7.      Click Enter the AccuCOUNT Inventory serial number (you will find it in the DVD case).

8.      Enter the company name and address.

9.      Click on Register On Line.

If you do not have internet connection click on Register by phone. Registration support is available during business hours only.

You are now ready to use AccuCOUNT Inventory. Please refer to the guides listed below for operation instructions.

AccuCOUNT Inventory Adjustment Operation Guide

AccuCOUNT Receive Inventory Operation Guide