Articles

Downloading a Report File Emailed with a Web Link

If you are working with a Support Rep to make modifications to a report or for a new report, and they email you the file, follow the steps below to download and save the report file. Both .rpt and .acctrpt

Posted in Configuration, Reports, Uncategorized

Connecting Intuit Payments Service with Acctivate

Quickbooks will disable the original QuickBooks Merchant Service (QBMS) API in November 2019.  All Acctivate users processing payments with QBMS will need to do the following: Download and install the latest Acctivate update (Version 10.3 sp7 or later) Re-establish the

Posted in Configuration, Sales

Create Additional Warehouses

Occasionally our customers have the need to create a new Acctivate warehouse in configuration manager.  This new warehouse may be a new physical warehouse location or a virtual warehouse location either way the setup process is exactly the same.  Additional

Posted in Configuration, Inventory

Acctivate Mobile User ID

Acctivate does not require the set up of a separate User ID for mobile users. Any User ID set up in Acctivate can login either on Acctivate Mobile or Acctivate Desktop. Best practice would be to have each employee that

Posted in Configuration, Mobile

Dimension Metrics Unit of Measure

Products in Acctivate can have a weight metric assigned to their stocking and packaging units. To configure the Unit of Measure for weight in Acctivate, follow these steps. Go to File> Configuration Management> Inventory> Inventory Options Click Edit and select the weight unit

Posted in Configuration, Inventory

Adding list to Custom Fields

Data consistency is key to good database management and effective reporting.  An easy and effective way to prevent typos and ensure the data being reported is consistent and accurate is to design a list for use with Custom Fields.  A single

Posted in Configuration, Inventory

“Do not overwrite changes to this definition during Acctivate Update”

In the Report Catalog section of Configuration Manager in Acctivate, an option called “Do not overwrite changes to this definition during Acctivate Update” exists which can be set on each report individually. This article will explain the function of enabling this

Posted in Configuration, Reports

Manage Product Class

In Acctivate, each product is required to have a Product Class. The Product Class is typically the main way you will categorize your products and should not be confused with QuickBooks Class Tracking.  The Acctivate Product Class is available as a

Posted in Accounting, Configuration, Sales

Cannot change cost method because the product has posted inventory transactions.

Acctivate blocks users from changing cost methods for products once the product has posted inventory transactions.  If a product has been assigned a cost method that has been marked as inactive in configuration manager users may receive the following warning

Posted in Configuration

Send Non-EDI Invoices To Trading Partner

When an EDI 850 Customer Purchase Order is brought into Acctivate and Invoiced, the Invoice is automatically selected to be sent back to the partner as an EDI 810 Customer Invoice. If an order is created for an EDI partner

Posted in Configuration, EDI, Sales
Still need help?
Search all content on this site, contact support at 817-870-1311, or create a support ticket.