How to handle PO Importer Validation Errors

The primary items that will create validation errors are Vendor Names, Product IDs and Warehouse values.  When these values are missing in Acctivate, but are in your import file, a validation error will occur.  You will either need to correct the data in your spreadsheet or add the data in Acctivate. If you are importing […]

How does the Acctivate PO Importer work?

For QuickBooks® Users When you install the PO Importer our two QuickBooks® memorized reports will be placed on your desktop.  You will need to import the report that works best for you.  You can do this by clicking on the Reports Menu and then clicking the Memorized Reports > Memorized Reports List. In the Memorized […]

New Customers by Month

This Acctivate Report is a rather simple one but can be quite useful. Do you want to send out monthly communications to your new customers?  Do you want to send a list of new customers to your sales staff with order totals so they can reach out and contact these new customers?  Or just report […]

Multi Year Sales History/Forecasting Report

Knowing how your company is doing year over year is something every company wants to know.  You can look at a comparative P&L for this info but what if you want to know how sales for a specific customer are going, or maybe for a product?  Our Acctivate Multi Year Sales History/Forecasting Report was originally […]

Inventory Detail Journal by Account

This report can be used for reconciling any of the GL accounts Acctivate works with but it was designed to specifically reconcile the Accrued Purchase Receipts account in QuickBooks.  This can often be a very challenging task and we hope this report will help in your efforts. This report shows both the ins and outs […]

Daily Open Orders Report

Our Acctivate Daily Open Orders Report displays open orders grouped by the due date and displays the daily total due in the header section of each days grouping.  It also includes a grand total for all open orders at the end of the report. This report can be used to make sure you don’t miss […]

Backorder/Fulfillment Report

This Acctivate Backorder/Fulfillment Report is used to determine the quantity needed to fulfill all Open Orders. This report is grouped by Product and shows both a summary line and order details for each product. The summary line shows Product ID, Product Description, minimum SO age date for all open Orders, Open Order Average Price, Quantity […]

Automate Concur Invoicing and Concur Expense Integration into QuickBooks®

The Problem We recently had a customer come to us that was beginning to utilize Concur Invoicing and Concur Expense for all 50 of their companies and wanted the import files generated by Concur to automatically create the appropriate transactions in QuickBooks®. An import file was being generated each day when new Invoices were entered […]

Multiple Ship To Address Importer Guide

This utility is used to Add and Update Ship To Addresses for existing customers in QuickBooks® See our Multiple Ship To Address Importer application page for pricing and purchase information. This product has been designed to work with a currently open QuickBooks® file so prior to launching this application make sure you have your QuickBooks® […]

Custom Reporting Series at Intuitive Accountant – More About Reporting Tools

Donovan has posted his second article at the Intuitive Accountant, “QuickBooks Custom Reporting – A Series:  More about Reporting Tools.”  This article covers Xpanded Reports, QQube, QODBC and the Custom Advanced Reporting (CAR) tool.  To learn more about these tools have a look at the article, and let us know what you think.  Make sure […]