Posted inventory transactions in Acctivate are reflected in QuickBooks by batching together like transactions into Journals, then syncing those Journals over to QuickBooks. This help article will cover how those transactions are batched into Journals. Acctivate boasts an array of…
Articles
Duplicate Vendor Synchronization Errors
The following error may be received if a vendor has been deleted from QuickBooks or if a QuickBooks rebuild recreated the related Vendor record, assigning a new internal ID to the vendor. Error Vendor [SynchronizeQBVendors]Microsoft OLE DB Provider for SQL Server (-2147217873) The…
Posted in QuickBooks and Sync
How to set up sync permissions per user in Quickbooks
Sync permissions in Acctivate are manged on the Quickbooks. Example if you want certain users to sync Sales Invoices instead of Purchase Order bills, then you can setup the permissions in Quickbooks to do so. We recommend that you sync…
Posted in Configuration, QuickBooks and Sync
Creating a new Payment Method
Like the Vendor and Salesperson lists, payment methods are maintained in QuickBooks. Below is a quick guide that walks through how to add a new payment method into QuickBooks then sync this data into Acctivate. In QuickBooks, go to Lists > Item…
Posted in QuickBooks and Sync
View Vendor Bill in QuickBooks
After creating a Vendor Bill and running a synchronization, you will need to log into QuickBooks to view and pay the supplier. When integrated with Acctivate, you’ll notice the Vendor Bills will change in QuickBooks. The item list has been…
Posted in Purchasing, QuickBooks and Sync
Accrued Purchase Receipts Reconciliation
Consider the following to help in your Accrued Purchase Receipts (also known as Purchase Suspense) reconciliation. Start with these concepts to understand issues you may be having in current procedures that are causing accounts to be off balance: Account DR…
Posted in Purchasing, QuickBooks and Sync
“Not Responding” Message Appears During QuickBooks Sync
Occasionally, the process of synchronizing Acctivate and QuickBooks may take longer than expected. This could be due to sync errors, a recent QuickBooks file rebuild, or a large amount of transactions have been created in the time between the last sync and…
Posted in QuickBooks and Sync
Copy QuickBooks Invoice Memo to Acctivate
For QuickBooks users commonly entering information into the Invoice Memo field, this information can be synced back to the Invoice Note field. In QuickBooks, open an Invoice that was created in Acctivate and synced to QuickBooks. At the bottom of the Invoice,…
Posted in QuickBooks and Sync, Sales
Product Class Sync Error: “Cannot use SalesOrPurchaseMod aggregate when the item is reimbursable”
Product Classes created in Acctivate are synced back to QuickBooks as Non-Inventory Parts. Because of this, users review these Items in QuickBooks and make modifications that will sync back to Acctivate, but modifying these Non-Inventory Parts in QuickBooks may cause the following sync error: PutQBProductClassRS:…
Posted in QuickBooks and Sync
Sync Could not Create “Tax Discrepancy” Other Charge Item
As explained in our Sales Tax Discrepancy article, ACCTivate may round sales tax differently than QuickBooks when using Tax Groups. When this happens, ACCTivate creates a Tax Discrepancy item in QuickBooks to account for the minor difference. However, if the sync is…
Posted in QuickBooks and Sync
