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
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
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
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
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
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
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,
As you may or may not know ACCTivate! integrates with a handful of shopping carts, but there are so many choices and sites out there that it just can’t have a direct integration for them all. We were contacted by a rather new ACCTivate! user that is currently utilizing one
Do you have a QuickBooks®/ACCTivate setup that you need to change the QuickBooks® file in but you’ve been told it’s impossible? Well, the “impossible” has been made POSSIBLE (in many cases). It is not practical to simply change the QuickBooks® file connected to an ACCTivate database just because you don’t like