Set up Email Option for Customers

• 1). Open Peachtree.
  
  
• 2). Click on "Maintain" and "Customers." Select a customer from the customer list, then enter your customer's email address on the General tab. Click on the "Sales Info" tab.
  
  
• 3). Select "Email" for the delivery method in "Form Options."
  
  

Set up Email Option for Vendors

• 1). Select a vendor from the Vendor list.
  
  
• 2). Enter the vendor's email address on the General tab, then click the "Purchase Info" tab.
  
  
• 3). Select "Email" as the delivery method in "Form Options."
  
  

Send a Report via Email

• 1). Click on "Reports & Forms," select "Forms" and choose a form. Click "Preview" and "Print" on the right side of the screen.
  
  
• 2). Choose specific criteria on the "Preview and Print" screen if desired, then click the "Refresh List" button.
  
  
• 3). Select the "Email Options" tab. Choose the "Email" option under the Actions section, then click "Email."
  
  

Synchronize Contact Information with Outlook

• 1). Open Peachtree.
  
  
• 2). Click on "File" and "Sync with Outlook." Your customer, vendor and employee information will be synchronized with Outlook.
  
  
• 3). Modify your synchronization settings if desired.