Problem Summary. By default, the Peachtree accounting software stores company data directories and custom report forms in the program directory with the other Peachtree program files. This could be a problem if the program directory is ever deleted or never backed up. If the program is reinstalled, particularly in a multi-user environment, the new shared data location will lack the old Forms folder. So, all customized reports will be missing.

Problem Solution. It is best to store the Peachtree company data files and forms in a separate shared data folder. Even on a single user workstation, it is best to separate program files and data files. The report forms for Peachtree are located in a folder called Forms in the Peachtree program directory. This Forms folder can be moved into a shared data folder. The company folders can also be placed in the shared data folder.

When the Peachtree program is installed, indicate the shared folder as the location for data files. Or, if it is already installed, choose to browse to the shared folder for opening company data. When installing Peachtree on client computers, install the program files on the local machine in the C: drive and then point to the shared Peachtree folder that is on the server. A drive map should have already been established so that P: (for example) points to \\server\ptdata.

When backing up the Peachtree files, it will be necessary to backup the shared ptdata folder that includes the company files and the customized report forms.

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