Once you have completed the initial setup of the Avalara integration with Acctivate, you will need to configure your customers in which Sales Orders should be taxed via AvaTax. Create and implement ‘AvaTax’ Tax Code In QuickBooks, go to Lists > Item List > Item >…
When utilizing the Broadcast email utility, users have the option to select information from existing customer Quotes. This information is held under the following menus: Customer > Customer Information > Orders Tab or Sales > Quote. Below is a list of all the different…
When utilizing the Broadcast email utility, users have the option to select information from existing customer Orders. This information is held under the following menus: Customer > Customer Information > Orders Tab or Sales > Sales Order. Below is a list of all the…
When utilizing the Broadcast email utility, users have the option to select information from existing Credit Memos. This information is held under the following menus: Customer > Customer Information > Invoices Tab; Customer > Invoice / Credit Memo; or Sales > Credit Memo.…
When utilizing the Broadcast email utility, users have the option to select information from the Customer Contact Information. This information is held under Customer > Customer Information > Contacts Tab. Below is a list of all the different filters available and which fields…
When utilizing the Broadcast email utility, users have the option to select information from the Customer ShipTo Information. This information is held under Customer > Customer Information > Ship To Tab. Below is a list of all the different filters available…
When utilizing the Broadcast email utility, users have the option to select information from the Customer window. This information is held under Customer > Customer Information. Below is a list of all the different filters available and which fields can be…
Customer Deposits: Some companies receive deposits from their customers before they will process an order. In many cases, this deposit can be received directly into QuickBooks, then after creating an invoice in Acctivate and syncing it, the payment can be applied…
Customers can be found on the menu bar Customer > Customer Information or by using the Customer shortcut from the main toolbar. Click the magnifying glass next to the Customer name field to find a customer. Primary Filters used to refine search.…
Acctivate has a feature to easily export your customer list to a text/csv file. Alternatively, you can use the SQL Server Query in Microsoft Excel, but this is a simple way to get your full list of customers into a…
