Create and Modify Salesperson List

The Salesperson list is maintained in QuickBooks. If a change is needed to be made to the Salesperson list (adding a new salesperson or modifying an existing one), users must make this change in QuickBooks and then run a Synchronization with Acctivate. When the sync completes successfully, changes to the Salesperson list will be applied in Acctivate.
salesperson list

After the sync is ran, you can assign that salesperson to a user account in Acctivate under File > configuration manager > Users > User information > Click EDIT  at the top left and assign the salesperson to the user.

 

Posted in Customer, QuickBooks and Sync - Last modified on March 20, 2017daniel.stenbro
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