The objective of this phase of your ACCTivate! Implementation is to understand how ACCTivate will work with your Business Process. The creation of the Model Company is the first major milestone in the course of configuring ACCTivate! for daily use. The Model Company is a necessary training tool for you, as a Project Manager, as well for your Project Director to minimize hiccups along the way.
- Model Company Preparation and Creation
- Importing Information into your ACCTivate! Companies
- Understanding how ACCTivate! works with QuickBooks
Once your Model Company has been created, we highly recommend you use this to practice common routines you will be performing in your Live Company when using ACCTivate! full time.
In the next Phase of your Implementation of ACCTivate!, you will begin your Training. In order to have a good understanding of each of these modules, you will need to practice within the Model Company. Each user should move through these modules and complete the accompanying checklist items so you are prepared once you Go Live.
Remember, the data in this Model Company is a reflection of your Company Data, but in a Model or test environment. So, you should be comfortable with invoicing and syncing ACCTivate! with QuickBooks so you understand the impact of the information that passes between the two programs.
After the Model Company creation has been completed, check out the Training page.