Acctivate creates entries each time you purchase, receive, adjust quantity, sell or process landed cost for inventoried items. Here are some example journal entries created by Acctivate followed by an overview of transactions. Account DR CR Inventory Asset $750 Accrued Purchase Receipts…
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Closing Accounting Periods with QuickBooks
Acctivate does not have a formal process to close an accounting period or year. This is a responsibility of the integrated accounting/financial software, such as QuickBooks. First, we recommend that you check the QuickBooks Year-End Guide from the Help menu in…
Posted in QuickBooks and Sync
Sales Tax discrepancies when using Sales Tax Groups
This article explains a problem that may occur when using Sales Tax Groups. Please be sure to read our Sales Tax Codes, Items and Groups article for an introduction to sales tax in Acctivate. The following problem may occur in the…
Posted in QuickBooks and Sync, Sales
Sales Tax Codes, Items and Groups
Acctivate synchronizes the Sales Tax configuration from QuickBooks. Sales Tax calculations are performed using the same method as QuickBooks. The following article is a brief introduction to the sales tax components in Acctivate. You should also refer to the QuickBooks…
Posted in QuickBooks and Sync, Sales
QuickBooks – Application with Invalid Certificate
QuickBooks requires that all Integrated Applications (e.g., Acctivate) must have a valid Digital Certificate. This certificate is required to allow the application to access the QuickBooks data. This also allows future access without the QuickBooks Admin in Single-User Mode. Acctivate…
Posted in QuickBooks and Sync
Synchronization Error – Error occurred while creating the product class…
“Error occurred while creating the product class EQUIP,” is caused because the name “EQUIP” of the list element is already in use. This synchronization error is returned when the name referenced in the Synchronization Error already exists in QuickBooks. The…
Posted in QuickBooks and Sync
Duplicate Customer Synchronization Error: The name “Mike Smith” is already in use
If you receive the following synchronization error is in the synchronization log file: Error Customer SubmitCustomerBatch: error while creating customer Mike Smith {640437EF-BB94-42AC-A59F-92EA45881892}: The name “Mike Smith” of the list element is already in use. This message is received due…
Posted in Customer, QuickBooks and Sync
Add or Modify Vendors
Vendors are managed and maintained in QuickBooks. In order to add a vendor in Acctivate, you will need to first add the vendor in QuickBooks. Once you have saved your vendor in QuickBooks, run a synchronization. A list of all…
Posted in QuickBooks and Sync
Create or Modify Terms Codes
Terms codes can be created and modified in QuickBooks and are not maintained in Acctivate. The terms code list is located in QuickBooks under Lists -> Customer and Vendor Profile Lists -> Terms List menu. Once a change has been…
Posted in Configuration, QuickBooks and Sync
Support for Foreign Character Sets within Acctivate
Acctivate and QuickBooks are “code page”-based applications and do not support Unicode. You must select a single Windows code page for your Acctivate installation, and use that code page for the Acctivate server and all workstations. You will be able…
Posted in Installation, QuickBooks and Sync
