Prior Period Locking In Peachtree

“PeachPodCast” - A Podcast for Peachtree and One Write Plus users featuring helpful information, tips, tricks and suggestions for bookkeepers, business owners, and consultants. You can listen to our archived podcasts at peachpodcast.custmbiz.com.


If you are using QuickBooks, you can listen to QuickBooksGal podcasts at blog.quickbooksgal.com. Microsoft Office Accounting Users can find tips & information at micropodcast.custmbiz.com.

“PeachPodCast” - A Podcast for Peachtree and One Write Plus users featuring helpful information, tips, tricks and suggestions for bookkeepers, business owners, and consultants. You can listen to our archived podcasts at peachpodcast.custmbiz.com.

If you are using QuickBooks, you can listen to QuickBooksGal podcasts at blog.quickbooksgal.com. Microsoft Office Accounting Users can find tips & information at micropodcast.custmbiz.com.

Today I want to tell you about Prior Period Locking in Peachtree.

Have you ever worked on a client’s books only to find that when they bring you the file that payroll numbers have changed? You printed all of the 941 forms from the past quarters; you have proof of what actually happened in that quarter. Then, as you are looking at your final calculations, you notice that the numbers are just not adding up. What happened?

The answer is simple. Your client may have inadvertently made a change to a prior period in their Peachtree software. For example, they gave someone a raise, and then not thinking about the ramifications, went into a prior paycheck and made a change. Once they saved the change, the “new” numbers were immediately reflected in the tax forms.

Here is an easy way to stop this problem from happening:

This year when you visit your clients, ask them to turn on prior-period locking. This feature keeps Peachtree users from making changes in their invoices, payroll, purchase orders, etc. that have already occurred.

Prior-period locking is found in the navigation bar under Tasks > User Security. Then, set up a new user with “view only” rights to “Transactions in the Prior Period.”


Thanks to the folks at Peachtree for sharing these tips in their latest newsletter. I’ll continue to bring you more tips from a variety of sources that I hope you will find useful or timesaving.

I hope you find this information helpful. If you have questions or comments, please send me an email at jayne@quickbooksgal.com. You can also visit our website: http://www.custmbiz.com/.

Don’t forget to visit my website, www.quickbooksgal.com or www.custmbiz.com to learn more about me and my services. Remember, you can read or listen to past podcasts at blog.quickbooksgal.com or peachpods.custmbiz.com.

I’m Jayne Miller, Your Peachtree Pro. Thanks for listening.


Jayne Miller is the owner of Custom Business Solutions, a consulting firm in Reno, NV that specializes in providing bookkeeping and software support.
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