Customer Solutions€¦ · More Sage Peachtree 2012 Enhancements... 10 Which Product is Right for...

Customer Solutions

G U I D E

Why Sage Peachtree for Small Business ............ 3

What’s New in Sage Peachtree 2012 .................. 6

More Sage Peachtree 2012 Enhancements ... 10

Which Product is Right for You? ......................... 11

Industry Solutions .................................................. 14

Compare Sage Peachtree Products .................. 15

Other Solutions and Tools from Sage ............... 16

Sage Business Care ................................................ 17

Payroll Solutions ...................................................... 19

Compare Sage Peachtree Payroll Solutions ... 20

Additional Tools for Your Business .................... 21

System Requirements ........................................... 22

Sage Peachtree Customer Solutions Guide

Hi. Ellie Here.

I help run a small business using Sage Peachtree. The economy gave us a few hurdles and challenges the last couple years, but thanks to Sage Peachtree, we had the financial insight and control we needed to stay in business and even grow.

I’m here now to show you how Sage Peachtree gives small businesses an edge with tools that help them get to their data faster, get more work done, and take control of their business performance. After all, in today’s marketplace, getting the numbers right is the key to growth and profitability. And who doesn’t want that?

In this Customer Solutions Guide, I’ll tell you more about:

• Why Sage Peachtree for Small Business

• What’s New in Sage Peachtree 2012

• Which Sage Peachtree Product is Right for You

• Other Solutions and Tools Sage Offers

Support Plans

Sage Business Care

Payroll Solutions

More Productivity Tools

There’s a lot to cover, so let’s get started!

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Why Sage Peachtree for Small BusinessRunning a small business means making tough decisions nearly every day. Sage Peachtree is great because it puts accurate, relevant information at my fingertips, so I can work with my boss and coworkers to make the best, most informed decisions. With the insight Sage Peachtree gives us, we get a clear financial perspective and can focus on what’s most important to our business. Sage Peachtree helps us expertly manage day-to-day accounting, such as payables, receivables, and bank reconciliation. Yet, what makes Sage Peachtree perfect for our small business are the many other powerful features that deliver the accuracy, control, and results we need to succeed.

AccuracySage Peachtree lets us manage our bookkeeping process through the use of Accounting Periods and G/L Accounts. The software is based on real double-entry accounting principles, so our accounts are always accurate and in balance.

Easily view and change G/L accounts with Accounting Behind the Screens

Select the Journal button in various task windows, and Sage Peachtree displays the corresponding journal entries in the Accounting Behind the Screens window. These are journal entries recorded when saving a transaction. The journal entry can be modified by changing the account IDs for each distribution listed in the transaction. This provides visibility into how a transaction is being posted on both sides of the General Ledger, and allows you to change any of the G/L accounts that the transaction affects.

Quickly check for accounting errors with Internal Accounting Review

Sage Peachtree performs up to 15 checks of data with the Internal Accounting Review1 process. These checks look for suspicious transactions and common accounting mistakes, and offer advice on correcting the transactions.

Customer Solutions Guide

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Quickly and easily track inventory, plan purchases or expand service offerings

Inventory tracking is a true strength of Sage Peachtree and really helps control costs. With Inventory Tracking and Replenishment tools it’s easy to create and track inventory items based on user-defined attributes such as color, style, size, and more. Maintain accurate Quantity on Hand information by reserving inventory requested on purchase orders and sales orders. Sage Peachtree even monitors inventory levels and automatically creates a purchase order to replenish inventory.

Manage inventory pricing and multiple costing methods

Sage Peachtree makes it easy to update inventory prices. Establish up to 10 different customizable price levels per item. Update prices by specific dollar amount or percentage. Apply a pricing change to a handful of items or everything in inventory, rounding prices to a specific cent or dollar amount. Sage Peachtree also lets you choose among several inventory costing methods including Average, LIFO, FIFO, and Specific Unit costing.

Control user access and accountability

Sage Peachtree multi-user products give you screen-level security and report group access control. Administrators can choose Add, Edit, View, or No Access rights for each user in more than 100 specific areas. Sage Peachtree also provides audit trails that track when a user enters data, edits existing data or removes data. The Audit Trail Report provides users accountability and helps deter fraudulent activity or mistakes.

ControlSage Peachtree lets you gain control over some of the trickier parts of business like inventory and security. It helps you focus more and worry less, so you are more productive and profitable!

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View key business metrics at the Business Status Center

This data-driven dashboard lets you monitor relevant information such as account balances, how much each customer owes, what bills are due for payment, and which customers are the most profitable. The information is customizable, so each user can see what’s critical for their job.

Easily see Transaction History

Need to know details related to particular customer or vendor transaction? Transaction History lets you quickly view the entire chain of events at any point in the sales or purchase process. View the transactions going forward from a purchase order to a payment, or trace transactions backward from receipt to a quote.

Save time and drive results with the Customer, Vendor, and Inventory Management Centers

You can better manager customers, vendors, and inventory / services when you can view all the details you need in one place. Create customizable dashboard views and quickly access critical information for each customer or vendor. Save time by looking up contacts based on ID, phone number, or other contact information. Use the Recent Selections link to quickly pull up already viewed customers, vendors or inventory / services. Drill down to the details to quickly take action.

ResultsThe phenomenal Dashboards and Management Centers in Sage Peachtree provide high level views of key business metrics and allow you to quickly drill down to the details. With fast access to critical information, you can improve customer service, take action quickly, and better plan purchases and spending. The results? You get more done and become more profitable.


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In our business, we can’t afford software upgrades unless they save us time and drive profits. But we’re definitely going to be upgrading to Sage Peachtree 2012. This release of Sage Peachtree includes innovative tools that will help us with marketing, vendor management, and custom reporting needs. This release also simplifies everyday tasks, making Sage Peachtree easier to use than ever. The new features vary by product, so be sure to check the product comparison chart for specific details.

Vendor Management CenterGain greater visibility with a dashboard providing all the information you need to manage vendors.

The Vendor Management Center builds on the great feedback Sage received about the Customer and Inventory / Services Management Centers. Now, on one customizable dashboard, you can see realtime information about individual vendors with sorting, filtering, totals, and drill down capabilities. Spend less time going back and forth between screens looking for vendor information. Easily get the data to manage vendor relationships all in one place.

• Automatically incorporates security settings already established for each module and user

• Save time by looking up a vendor quickly by any contact information

• Easily export information for reporting or launch an email from the Vendor Management Center

Copy TransactionsSimplify your processes, save time, and provide faster customer service when you create new transactions by copying one you’ve already saved. Save time and reduce errors by quickly and easily creating a new transaction based on a previously saved one. Don’t worry if the new transaction is not exactly the same – you can make adjustments without having to start from scratch, especially on complex transactions. This feature is available on seven screens: Quotes, Sales Orders, Proposals, Sales Invoicing, Purchase Orders, Purchase Invoices, and General Journal Entries.

What’s New in Sage Peachtree 2012

Sage Peachtree 2012

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System CheckQuickly and easily monitor system health and resolve issues before they affect your productivity or compromise your data.

System Check is an in-product early warning and monitoring tool that helps identify and resolve potential Sage Peachtree application issues before they become a problem. System Check provides peace of mind by ensuring data integrity and preventing possible downtime or lost productivity. System Check gives you added insight and instruction, so you can maximize your software investment.

• Get a snapshot view of critical statuses (potential hardware issues, available product/tax updates, database size, and the last date several important maintenance tasks were run)

• Increase efficiency with access to a single place to monitor and manage critical Sage Peachtree maintenance tasks

• Proactively monitor system health status on demand

Sage AdvisorSage Advisor is personalized, in-product training at no additional cost and uncovers valuable capabilities that help you become more efficient and effective.

With Sage Advisor, it’s quick and easy to learn about Sage Peachtree features and realize the full potential of the software. Click for more information and get brief, personalized “show me how” demos, guided tips and tricks, and personalized dashboards.


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“...remarkable Sage Peachtree Business Intelligence modules are advanced and easy to use.”

Pam Baker

Small Business Computing

Sage Peachtree Business IntelligenceGet the vital information you need to stay in control of your business with Sage Peachtree and the familiar interface of Excel.

Sage Peachtree Business Intelligence2 is a reporting and analysis solution integrated with Sage Peachtree. It helps you generate the reports you need to make better business decisions, professionally formatted in the tool you already use – Microsoft® Excel®.

Finally, business intelligence made simple and affordable for small businesses!

• Get a suite of built-in templates for sales, purchasing, and financial reporting to get up and running quickly

• Consolidate information from multiple Sage Peachtree companies or other databases

• Reports are always up-to-date with the latest data – no export or manipulation required

• Try it free for 60 days!

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Sage E-marketingThis professional email marketing program from Sage helps you increase sales while using your Sage Peachtree customer information to optimize results3.

Use your existing Sage Peachtree customer information to run special marketing campaigns that let you track results and focus on your most popular products, services and customers. It’s a fast, easy and affordable way to reach your customers.

• Get started quickly with easy-to-use templates and the Email Editor

• Save time by automatically pulling contact info from Sage Peachtree, eliminating duplicate data entry

• Focus on your best leads and campaigns with Reporting tools

• Segment campaigns to select customer groups (prospects, inactive, current, etc.)

• Gain valuable product and service information using the Survey Editor

“Sage Peachtree 2012 contains all the features that have made Sage Peachtree a necessity in millions of small businesses.”

Mary Girsch-Bock

CPA Practice Advisor


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More Sage Peachtree 2012 Enhancements

Easier network installation Get up and running faster with accelerated Sage Peachtree workstation installations. A more efficient installation option for multi-user versions of Sage Peachtree allows you to run multiple workstation installs simultaneously while greatly reducing the number of steps required.

Management center enhancementsMy Dashboard and the Management Centers now provide even more information. User-friendly enhancements include automatic totaling of columns from transaction lists, changing the number of lines displayed within each module in the customized view, and making it easier to find default and selected items when filtering for information.

Workflow automation (for Sage Peachtree Quantum 2012)Establish default assignments to ensure that work is routed to the appropriate person at the right time. Easily view and add transaction tracking notes from the Customer Management Center. Give your sales staff the ability to quickly view and add transaction status details so everyone is aware of where things stand.

New MyDashboard modules (for Sage Peachtree Quantum 2012)Eleven new modules for My Dashboard including General Journal Entries, Inventory Adjustments, Payroll, Assemblies, Purchases Received, Top Vendors, and Item Purchase History by Vendor. With a total of 26 modules to choose from, now more people in your organization can work better and faster.

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Which Product is Right for You?

Sage Peachtree First Accounting 2012Sage Peachtree First Accounting 2012 is designed for the owners of small businesses who need to organize their financial information. Easy-to-use screens and in-product help make it ideal for those who are looking to automate their financial records for the first time or are converting from personal finance software. Sage Peachtree First Accounting 2012 enables fast start-up, check writing, invoicing, purchasing, bank reconciliation, item tracking, 35+ customizable reports, and more.

• Get Organized• Pay Bills and Get Paid

Sage Peachtree Pro Accounting 2012Sage Peachtree Pro Accounting 2012 helps you manage your expanding business with easy-to-use accounting features that do the basics and much more. Automate your invoices, checks, and track employee payroll4. You can record customer payments, create budgets, and track sales, inventory, and expenses. Save time with simplified navigation, integration with Microsoft Excel5, multi-tasking screens, and comparative budgeting. Sage Peachtree Pro Accounting provides business insight with 80+ reports and financial statements.

• Manage Employees • Control Cash Flow and Budgets

• Works with Microsoft Excel and Word5

Sage Peachtree Pro Accounting with Payroll 2012Sage Peachtree Pro Accounting with Payroll 2012 provides the tools to manage your essential accounting tasks easily and accurately, along with an in-house payroll solution6. Standard accounting tools help you record customer payments, create budgets, track sales, inventory, and expenses, as well as provide general ledger, accounts payable and receivable, and 80+ reports and financial statements. Use payroll to print paychecks from your PC, automatically calculate deductions, earnings, and taxes, retrieve maintained tax table calculations and forms, print signature-ready tax forms, and e-File taxes quickly and easily.

All the benefits of Sage Peachtree Pro Accounting, plus:

• Electronic Tax Filing7

• Maintained Tax Table Calculations

Sage understands that one size does not fit all. We have a Sage Peachtree product for the smallest business just looking to get organized and a different one for those that have multiple companies and complex reporting needs. We even have industry-specific solutions. Best of all, the Sage Peachtree line of products grows with your business to keep up with changing needs. Which product is right for you?


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Sage Peachtree Complete Accounting 2012Sage Peachtree Complete Accounting 2012 helps you work easily and efficiently with robust core accounting and added features like job costing, time and billing, in-depth inventory capabilities, and analysis tools. Save time with simplified dashboards, management centers, integration with Microsoft Excel5, and comparative budgeting. The Internal Accounting Review1 helps you track errors and deter fraud. Available with more than 100 customizable business reports and financial statements to help you achieve better business results.

• Customize Inventory and Customer Management

• Automate Purchasing and Shipping

• Electronically Track Fixed Assets8

• Manage Jobs and Projects

• Improve Productivity with Multi-User Option9

Sage Peachtree Premium Accounting 2012Sage Peachtree Premium Accounting 2012 is an easy-to-use comprehensive solution that provides tools for strategic growth like multi-company consolidations, advanced budgeting, serialized inventory, and Crystal Reports® 2008. Save time with simplified navigation and dashboards, multi-tasking screens, integration with Microsoft Excel5, and comparative budgeting. The Internal Accounting Review1 helps you track errors and deter fraud. Sage Peachtree Premium Accounting provides advanced analysis tools, and 125+ customizable reports and financial statements.

• Control Budgets and Departments

• Get Insight with Crystal Reports 2008

• Meet Inventory and Project Needs

• Manage Multiple Businesses

• Consolidate Financials

• Improve Productivity with Multi-User Option9

Sage Peachtree 2012

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Sage Peachtree Quantum 2012Sage Peachtree Quantum 2012 is designed for businesses with up to 250 employees that have large data requirements and multi-user access needs. The most comprehensive product in the Sage Peachtree product line, it provides all the features found in Sage Peachtree Premium Accounting, including industry-specific functionality, plus real-time analytics, role-based security, and automated workflows to support your future growth.

For businesses looking for more collaboration and less paper, the Sage Peachtree Quantum Order Process Workflow helps you keep track of all the moving parts of your order process, so nothing gets missed and everything moves along as planned. It’s fast, flexible, and works the way you do.

• Accommodates from 5 – 40 licensed, named users10

• Ensures work is done securely and efficiently

• Provides access to customer support, product updates and upgrades for 12 months from purchase11

Helpful benchmarking and analysis tools.

All Sage Peachtree products have easy-to-use navigation centers.


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Sage Peachtree Premium Accounting – Accountants’ Edition 2012

•AccessClientDatafromanySagePeachtree2012productexceptSagePeachtreeQuantum

•Setup,Open,andEditclientSagePeachtreecompanyfiles,exceptSagePeachtreeQuantum

•Restoreclientbackups

Sage Peachtree Premium Accounting for Construction 2012

•Construction-specificoperationalreports

•Laborburdenassessment

•Progressbilling

•Retainagemanagement

•Subcontractorinsurancetracking

Sage Peachtree Premium Accounting for Distribution 2012

•Buy/sellindifferentunits

•Enhancedkittingandassembly

•Inventorytrendanalysis

•Order/sellusingvendorpartnumbers

•Quantitypricebreaks

Sage Peachtree Premium Accounting for Manufacturing 2012

•Expandedassemblycapabilities

•Createandtrackworktickets

•EnhancedBOMmanagement

•Buy/sellindifferentunits

•Manufacturing-specificoperationalreports

Sage Peachtree Premium Accounting for Nonprofits 2012

•Donationreceipts

•Fundraising,donorandotherlettertemplates

•Memberandpledgesfeesoutstanding

•Donor/grantorfinancialstatements

•UnifiedChartofAccounts

Sage Peachtree Quantum Manufacturing Edition 2012

•Trackinventoryandworkinprogress(WIP)

•Billsofmaterialto16levels

•Netchangeinventorywithcyclecounting

•Backflushingofassemblytransactions

Sage Peachtree Quantum Accountants Edition 2012

•AccessclientdatafromanySagePeachtree2012product

•Create,open,modifyandsaveclientfiles

•IncludesallfeaturesandfunctionalityofSagePeachtreePremiumAccounting,includingindustry-specificsolutions

Industry SolutionsSage Peachtree industry-specific solutions combine the powerful accounting and analysis tools found in Sage Peachtree Premium Accounting 2012 with reports and functionality specific to the Accountant, Construction, Distribution, Manufacturing, or Nonprofits industries. All these solutions are available in a multi-user edition for added productivity while maintaining user security and fraud protection.

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Compare Sage Peachtree ProductsFeature First Pro Complete Premium Quantum

Standard Accounting

Easy start-up and online training

Print checks, pay bills and track purchases

Invoice for sales, receive payments, and print collection letters

Basic accounting with ledgers, registers, and financial statements

Professional, customizable reports

Improve communications by emailing reports and financial statements12 35+ 80+ 100+ 125+ 140+Purchase and track items for sale

Financial analysis and competitive benchmarking13

Protect critical data with user security Module Level

Module Level

Screen Level

Screen Level

Screen Level

Business Management Tools

Do-it-yourself and fully managed payroll solutions4

Build inventory assemblies and track customer back orders

Average, LIFO and FIFO inventory costing methods

Audit reporting for common accounting errors

Create marketing fliers and newsletters with Microsoft Word integration5

Use quotes and sales orders to manage sales

Get paid faster by emailing invoices12

Microsoft Excel integration provides flexible reporting5

Control cash flow, payments, and collections with analysis tools

Convert lists and transactions from QuickBooks® 2009-201114

Create custom, dynamic reports with Sage Peachtree Business Intelligence2

Reduce fraud risk with PCI-DSS credit card processing compliance15

Electronic bill payment through Sage Peachtree Online Bill Pay16

Create and track shipping with UPS® integration17

Sync customer information with Microsoft Outlook® contacts18

Advanced Accounting

Maintain accountability with audit trail reporting

Manage depreciation for up to 200 fixed assets8

Control job revenue and cost at the phase and cost code level

Premium Features

Create multiple budgets based on departments and cost centers

Consolidate multiple companies for financial reporting

Design and share insightful reports with Crystal Reports® 2008

Print financial statements by organizational department

Help increase job profitability with change order processing

Track serialized inventory

Sage Peachtree Quantum

Create personalized dashboards to work the way you do

Stay on top of the business with customizable process workflows

Manage job profitability more effectively with the job management center

Handles larger data requirements19

Exclusive SmartPosting technology allows you to work faster

Set up custom security for each unique role in your organization

Unlimited access20 to support and product updates for 1 year11

Supports 5 – 40 named users10


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I would like... Monthly Support

Freedom Support (Annual)

Business Care (Annual)

Phone Support AccessAccess to Customer Support Analysts to answer questions, explain features, and resolve issues. Available Mon – Fri, 8:30 a.m. – 8:30 p.m. ET.

Email and Live Chat Support AccessGet a response to your email within 4 business hours, except during times of high volume.

Website Support Access24/7 access to extensive online library of “tech tips” and frequently asked questions.

Microsoft Excel Support23

Includes import/export functionality, adjusting errors in spreadsheets, graphs, charts, and formulas.

Sage Peachtree Data Recovery24 and Password Retrieval25 ServicesHelp accessing your critical data is here if you need it, for added peace of mind.

Software UpgradesIncludes every upgrade of your Sage Peachtree product that is released while you’re enrolled.

Sage Peachtree Comprehensive Online Training SessionsLearn how to get the most out of existing and NEW features and receive all four Sage Peachtree Study Guides with every upgrade you receive.

Valuable HR Resources24/7 online access to expert HR advice and time-saving resources.

Other Solutions and Tools from SageWhen you use Sage Peachtree, you get so much more than accounting software. You get multitudes of related products and services that help meet your small business accounting and financial management needs. Take a look at what else you get with Sage Peachtree!

Sage Peachtree Customer SupportAll Sage Peachtree products offer multiple Help options so you can quickly get answers to your questions. With Sage Peachtree you get:

• 30 days of free support for new users; one free call for current customers21

• Easy-to-use Setup Guide to get you started

• Sage Advisor: In-product tips, videos, and screen-level help

• What’s New in Sage Peachtree highlights new features and how to locate and use them

• Online Training: Sage Peachtree Essentials Anytime Learning available via the Sage Peachtree Resource Center

• Access to the Sage Peachtree Knowledge Center and the Sage Peachtree Community

• QuickBooks conversion wizard to step you through the process14

• A network of hundreds of independent, authorized Certified Consultants22

Which Support Plan is Right for You?In addition to the items above, Sage offers a Support Plan that fits your needs. From monthly options to annual packages, Customer Support Analysts have the product knowledge to provide valuable tips that help you get the most out of your Sage Peachtree investment. Additional fees apply.

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Sage Business CareThere’s no better way to protect and extend your software investment than through a Sage Business Care11 plan. This service helps you reduce the time, resources, effort, and cost of operating your Sage Peachtree accounting solution. You’ll help improve business efficiency and profitability with product upgrades, customer support, how-to advice, and training that keeps you competitive. We take the time to get to know your business needs and never stop looking for ways our software and services can help you meet your goals. After all, we built your solution. We support it – and your business – like no one else.

Sage Business CarePlatinum

Sage Business CareGold • Dedicated Support Manager

Sage Business CareSilver • Payroll tax table updates26 • Payroll tax table updates26

• Sage Peachtree upgrades

• Sage Peachtree Business Intelligence2

• Unlimited20 access to customer support

including virtual desktop access

• Comprehensive online training

• Dedicated Account Manager

• HR Resource Center















Tier 1 Loyalty Discounts

• 15% off migration to a different

Sage Peachtree product

• $100 off Sage Payment Solutions

• 25% off Sage Peachtree Checks

& Forms

• $100 off Sage Summit Registration




• $200 off Sage Payment Solutions


& Forms


• 25% off eFiling7




• No fees27 for 1st year on

Sage Payment Solutions


& Forms


• 50% off eFiling7

Enroll Today! Call 877-495-9904 to talk to a representative.


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Payroll Solutions

Sage Peachtree Simple Payroll26

Sage Peachtree Select Payroll6

Sage Peachtree Managed Payroll28

Setup & Use

Setup assistance

Payroll data integrated with Sage Peachtree

Federal & State tax table and withholding limit updates

Input and access to payroll data in Sage Peachtree

Input and access to payroll data online (2x)

Local tax table and withholding limit updates

Paying Employees

Easy time entry and processing (2x online)

Direct deposit of paychecks (Sage Peachtree Direct Deposit28) Optional Optional Optional

Print paychecks from user’s desktop

Paychecks produced and shipped to customer

Pay employees with a payroll debit card

Reporting

Standard payroll reports

Customizable payroll reports

Calculate report and file wage garnishments to agencies

Tax Filing & Deposits

Print and sign federal and state forms Guaranteed29

Federal and state payroll tax deposits Guaranteed29

E-file federal and state tax forms and payroll tax deposits Guaranteed29

Local forms and payroll tax deposits Guaranteed29

W-2 printing and delivery

Workers’ compensation tracking

* Free W-2 offer when subscribing to Sage Peachtree Simple Payroll or Sage Peachtree Select Payroll by December 15, 2011. Each Sage Peachtree customer ordering or renewing a payroll service will receive free W-2 forms (quantity based on the number of employees – not to exceed 500). Form No. LW2BLANK4: 4-Up plain perforated paper with filing instructions on back. Compatible envelopes sold separately. Must provide valid email address at the time of the Sage Peachtree Simple Payroll or Sage Peachtree Select Payroll order to receive redemption certificate. Free standard shipping only. Non-transferable. Limit one FREE W-2 redemption offer per customer.

Whether your business prefers the convenience of full-service payroll or wants the control of in-house payroll, Sage has a solution.

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Additional Tools for Your BusinessSage Peachtree Checks & FormsGuaranteed to be 100% compatible with Sage Peachtree accounting solutions30 and can be customized to include company logos and more. Checks, envelopes, invoices, statements, mailing labels, and tax forms are available. Additional fees apply.

Accept Credit Card Payments Using Sage Payment Solutions31

Enables businesses to easily accept and authorize credit card payments, whether or not a card is present. Additional hardware may be required. Sage Payment Solutions works with existing bank and merchant accounts.

Sage Peachtree Remote Access powered by GoToMyPC®32

Securely access your office computer and all your network resources from any Internet connection. From home. While traveling. Anywhere, anytime—without missing a beat. 30-day free trial.

Sage Peachtree Online Backup Service powered by Iron Mountain®33

Help keep your company’s financial data safe with off-site storage. 100 MB is free with Sage Peachtree 2012 and each subsequent upgrade. You can now protect your critical information against hardware failures and catastrophic events.

Sage Peachtree Online Meeting32

Present, demonstrate and collaborate over the Internet—without ever having to leave your office. Your meeting attendees instantly see what’s on your computer desktop. It’s like meeting in person but less expensive and a lot less time consuming.

Sage Peachtree Third-Party Add-on Solutions34

Customers can choose from a variety of third-party add-on solutions developed to enhance their Sage Peachtree accounting solutions. Barcode, eCommerce, and Point-of-Sale applications are among the products available. Visit www.peachtreeaddons.com for a complete list of third party add-ons.

Sage ACT! Link for Peachtree35

With Sage ACT! Link for Peachtree, customers can easily synchronize key data between their Sage Peachtree accounting solution and Sage ACT! contact and customer management solution.


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System RequirementsRecommended System Configuration• 1 GHz Intel Pentium® III (or equivalent) for single user and

1.8 GHz Intel Pentium 4 (or equivalent) for multiple users

• 512 MB of RAM for single user and 1 GB for multiple users

• Sage Peachtree Quantum:

� 2.8 GHz Intel Pentium 4 (or equivalent) for the workstation and 3.4 GHz Intel Pentium 4 (or equivalent) for a Quantum Server

� 2 GB of RAM for the workstation and 2 GB RAM for a Quantum Server

Minimum System Requirements• At least 1 GHz Intel Pentium III (or equivalent) for single

user and multiple users


� 1.8 GHz Intel Pentium 4 (or equivalent) for single user and multiple users

• 512 MB of RAM for single user and multiple users

• Windows XP SP2 or Windows Vista SP1 or Windows 7

• 1 GB of disk space for installation

• Internet Explorer 6.0 required; Internet Explorer 7.0 and 8.0 supported

• Microsoft .NET Framework CLR 3.5 Requires an additional 280 MB to 610 MB

• At least high color (16 bit) SVGA video; Supports 1024x768 resolution with small fonts required

• 2x CD-ROM

• All online features/services require Internet access with at least a 56 Kbps modem

Integration/Compatibility Requirements• Excel, Outlook and Word integration requires Microsoft

Excel, Outlook and Word 2003, 2007, or 2010

• Outlook Sync supported in Exchange 2000 SP2, 2003, 2007 and 2010

• Printers supported by Microsoft Windows XP / Vista / 7

• In-product demos require Macromedia® Flash™ Player

• Adobe® Reader® 9.0 required

• Crystal Reports 2008 SP1 requires installation of Sage Peachtree Premium Accounting or Sage Peachtree Quantum 2012. Additional 300 MB of available disk space is required

Multi-User• Multi-user environments are supported in Sage Peachtree

Complete Accounting and higher

• Multi-user mode is optimized for Windows Server 2003 or Windows Server 2008 client-server networks, and Windows XP/Vista/7 peer-to-peer networks

• A maximum of 5 licensed named users are allowed. A named user account is granted a license when selected in the user maintenance screen

• 1 GB of disk space for installation of components on server.


� A maximum of 40 licensed, named users are allowed. A named user account is granted a license when selected in the user maintenance screen

� 1 GB of disk space for installation of components on the server

Terminal Services• Terminal Services available in Sage Peachtree Complete

Accounting and higher versions

• Windows 2003 or 2008 Server along with Remote Desktop Connection or Remote Desktop Web Connection client is required to run in a Windows Terminal Services environment. No more than five named users

• Terminal Server requires additional memory when more than one user is running under Windows Terminal Services. An additional 21 MB RAM is recommended for each additional user

Other• Requires customer registration and acceptance of

License Agreement for Sage Peachtree Accounting Software Products

Sage Peachtree 2012

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Disclaimer Number

Feature Disclaimer

1 Sage is not liable or responsible for any fines or penalties that may result from errors in your company accounting records. The Internal Accounting Review is not intended to uncover all questionable transactions.

2 Additional fees required. After the sixty day free trial, the service is not available with Sage Peachtree Pro Accounting and Sage Peachtree First Accounting.

3 Additional fees required. Subject to Swiftpage terms and conditions.

4 Additional fees apply. Registration, authorized signature, valid email address, Internet access, and credit card required. May be subject to approval. Features and fees vary by solution. Compliant tax forms and tax tables require a subscription. Forms , except W-2s, for PR and USVI are not supported. For details see www.peachtreepayroll.com or call 877-231-3761.

5 Requires Microsoft Excel, Word and Outlook 2003, 2007, or 2010.

6 Annual subscription fee includes the latest federal and state tax law changes and over 260 federal and state forms. Year end payroll tax forms (such as W-2s and 1099s) are updated at the end of the calendar year. Forms manually filed where electronic filing is unavailable. One employer identification number ("EIN") per subscription (if you have more than one EIN, please call 877-231-3761). Registration, authorized signature, Internet access, and valid email address required. W-2 form delivery to employees requires additional fees. Additional fees may apply for late filing. Subject to third party terms and conditions. Forms, except W-2s, for PR and US VI are not supported. Not available with Sage Peachtree First Accounting.

7 Includes over 260 federal and state forms. Requires subscription to Sage Peachtree Simple Payroll or Sage Peachtree Select Payroll. Not intended for use with dot matrix printers. Forms, except W-2s, for PR and US VI are not supported.

8 Regulatory compliance requires paid subscription. Additional fees apply for more than 200 assets.

9 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. For greater than 5 licensed named users visit www.peachtreequantum.com

10 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.

11 To ensure continuous service, your Sage Business Care plan is an automatically renewing plan and subsequent years will be automatically billed to the same credit card each year on the anniversary date of your purchase at the then current rate after notifying you 30 days in advance of your anniversary date. Renewal is not required for continuous access to product updates for supported versions. You may terminate the plan with at least seven calendar days notice prior to your renewal date and not be charged for the renewal. Upon initial enrollment, first-time Sage Peachtree customers may cancel their Sage Business Care plan within 30 days of purchase for a full refund of the purchase price, less any rebates received. Any shipping and handling charges are not refundable.

12 Requires Microsoft Outlook 2003, 2007, or 2010; Outlook Express 5 or 6; other MAPI compliant email programs.

13 Internet access required.

14 Versions 2009 – 2011. Excludes conversion of QuickBooks individual payroll transactions. For additional information on conversion limitations, please visit www.peachtree.com/qb

15 Includes Sage Exchange, which is certified to the Payment Card Industry Data Security Standards (PCI-DSS).Requires Internet access.

16 Subject to approval and to Sage terms of service. Additional fees, internet access and checking account required.

17 UPS functionality is subject to UPS terms and conditions. Internet access required.

18 Outlook Sync supported in Exchange 2000 SP2, 2003, 2007, and 2010.

Sage Peachtree Disclaimers


21

Disclaimer Number

Feature Disclaimer

19 Sage Peachtree does not impose a hard limit on database capacity, however, individual performance will vary depending on actual number of transactions, database size, and number of concurrent users. Data management efficiencies are also realized in the Sage Peachtree 2012 products.

20 Customer Support Analysts are available from 8:30 a.m. until 8:30 p.m. ET Monday-Friday, and reserve the right to limit calls to one hour or one incident.

21 Free support provided for currently supported products. Customer Support Analysts reserve the right to limit a call to one hour or one incident.

22 Certified Consultants are third-party vendors. Sage and its affiliates are in no way liable or responsible for claims made related to the products or services provided by third-party vendors. Sage does not guarantee the quality of third-party products or services. Please direct your inquiries regarding third-party products or services to the appropriate third-party vendor.

23 Sage will assist with the management of Sage Peachtree data in Microsoft Excel 2003, 2007, and 2010.

24 Not all data can be repaired. Data Repair Specialists reserve the right to determine whether the issue can be resolved using internal tools and processes. In some cases, you may be referred to a third party which could result in additional fees. The Data Repair Service requires that a complete backup of your data be sent to Sage.

25 The Password Recovery Service requires a signed Letter of Consent from a legally authorized user in order to recover the ID or password.

26 Annual subscription fee includes the latest federal and state tax law changes and over 260 federal and state forms. Year end payroll tax forms (such as W-2s and 1099s) are updated at the end of the calendar year. Registration, Internet access, and valid email address required. Forms, except W-2s, for PR and US VI are not supported. Not available with Sage Peachtree First Accounting.

27 Credit card fees waived for the first year include statement, gateway, and support fees. Additional processing fees are applicable, including rate and transactional fees.

28 Subject to approval. Additional fees, Internet access, and credit card required. Not available with Sage Peachtree First Accounting.

29 CompuPay will pay any tax penalties for inaccurate or late tax remittances and filings as long as the data provided is on time, complete and accurate and your accounts are properly funded.

30 Payroll tax forms are 100% compatible when using Sage Peachtree Simple Payroll or Sage Peachtree Select Payroll.

31 Subject to approval and to Sage Payment Solutions terms and conditions. Additional fees, including swipe terminal for card present transactions, Internet access, and credit card required.

32 Additional fees, Internet access and credit card required. Subject to third-party terms and conditions.

33 Includes access to 100MB of storage space for one year from date of installation. Upgrade to next Sage Peachtree release required to continue free yearly service beyond initial term. Subject to third party terms and conditions. Internet access required. Terms, conditions, pricing, features and service options subject to change without notice. Windows Server 2003 and Terminal Services are not supported.

34 The products and services highlighted as a Sage Peachtree Add-On Product have undergone a product review by Sage developers. Add-on Partners are third-party vendors. Sage and its affiliates are in no way liable or responsible for claims made related to the products or services produced by third-party vendors. Sage does not guarantee the quality of third-party products or services. Please direct your inquires regarding add-on product warranties to the appropriate third-party vendor.

35 Internet access required. Must have a license for Sage ACT! 2009, 2010, or 2011.

Sage Peachtree 2012

22

Sage 1715 North Brown Road Lawrenceville, GA 30043 www.peachtree.com

©2011 Sage Software, Inc. All rights reserved. Sage, the Sage logos, Peachtree, the Peachtree logo, and the Sage product and service names mentioned herein are the registered trademarks or trademarks of Sage Software, Inc. or its affiliated entities. Business Objects and the Business Objects logo, Business Objects, and Crystal Reports are trademarks or registered trademarks of Business Objects Software Ltd. in the United States and/or other countries. UPS, the UPS brandmark and the Color Brown are trademarks of United Parcel Service of America Inc. Windows and the Windows logo are trademarks of the Microsoft group of companies. All other trademarks are the property of their respective owners. 11-28220 07/11

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