QuickBooks® Inventory
Control and Business
Management Software
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> Purchasing & Inventory
> Customer
> Sales
> Business Activities
> Beginning Custom Reporting
> Intermediate Custom Reporting
> Advanced Custom Reporting
Customers can sign up for classes online - read the instructions for details.
Maximize ACCTivate! with online training classes
ACCTivate! offers customers a broad range of online instructor-led training classes designed to help users maximize the use of the system in their business.
Training classes are a key resource for ACCTivate! knowledge and skills that are highly recommended when getting started with ACCTivate! or as refresher courses.
Training classes include:
> Product
Covers product setup; the ACCTivate! product screen; inventory configuration; and product data imports & updates.
> Purchasing & Inventory
Covers purchase order processing; inventory transactions; drop shipment; lot & serial number setup & tracking; and purchasing & inventory flow management with alerts.
> Customer
Covers customer setup; the ACCTivate! customer screen; customer defaults; marketing codes;, marketing list configuration; broadcast emails & mailing lists; and customer credit management & collection with alerts.
> Sales
Covers quick quotes; quote/sales order screens & processes; special inventory sales; picking and shipping documents & processes; invoicing; batch invoices & voiding invoices;, credit memos; and sales order management with alerts.
> Business Activities
Covers the ACCTivate! Business Activities Management module & its benefits; typical uses (i.e. sales lead tracking, RMA's & customer service requests); incorporating related information (i.e. customers, products, sales orders); notes; setting up alerts for employees;, email templates; and overall setup & configuration.
> Beginning Custom Reporting
Designed to help you utilize the reporting tools in ACCTivate! to get you started using Crystal Reports®.
Covers managing Crystal Reports with ACCTivate!; exporting and preview options; adding, removing and deleting fields; adding logos; formatting options; adding new reports to ACCTivate!; selection prompts; and printer assignments.
Covers managing Crystal Reports with ACCTivate!; exporting and preview options; adding, removing and deleting fields; adding logos; formatting options; adding new reports to ACCTivate!; selection prompts; and printer assignments.
> Intermediate Custom Reporting
Designed to help users that have conquered the basics and are ready to learn more reporting concepts with their ACCTivate! data.
Covers groups (adding, deleting, changing, sorting); selection filters; summaries and totals; creating formulas; suppression and conditional suppression; and different options with controlling sections.
Covers groups (adding, deleting, changing, sorting); selection filters; summaries and totals; creating formulas; suppression and conditional suppression; and different options with controlling sections.
> Advanced Custom Reporting
Designed for those that have mastered the intermediate class and commonly use Crystal Reports.
Covers adding different database views to an existing report; linking and joining from the database expert; Cross-tab reports; using running totals; advanced formulas and parameter fields; and adding a sub-report to an existing report.
Covers adding different database views to an existing report; linking and joining from the database expert; Cross-tab reports; using running totals; advanced formulas and parameter fields; and adding a sub-report to an existing report.
Customers can sign up for classes online - read the instructions for details.
Alterity, the makers of
ACCTivate! integrated with
QuickBooks in 2003 and
has held QuickBooks Gold
Developer status,
the highest level of achievement
awarded to development
partners, since 2006
ACCTivate!
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Award-winning, integrated
Inventory Software delivering
the most value for the money
with Inventory Control,
Business Management & CRM
for QuickBooks.
Inventory Software delivering
the most value for the money
with Inventory Control,
Business Management & CRM
for QuickBooks.
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