QuickBooks® Inventory
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ACCTivate! tips & tricks
Title
Description
Two types of ACCTivate! Help: Help Files & Knowledge Base
A list of 33 reports in ACCTivate!
Use the Report Selection Criteria window for advanced report filtering
Perform annual inventory counts with ACCTivate! features
Properly executed daily backups keep your business information safe and secure
Barcodes on sales documents increase productivity
Use Business Alerts and notes to effectively track collections
Securely store and maintain credit card information in ACCTivate!
Include open sales and service orders in credit checking
A look at all the credit and collection features in ACCTivate!
Set credit restrictions with ACCTivate!'s new configuration feature
Full and powerful Customer Relationship Management built into ACCTivate!
Create and define for information specific to your business
Establish custom built products with a configurable bill of material (BOM) using the Variable Build Manufacturing addon module.
Tips to help make custom report management easier
Manage customer contacts in ACCTivate!
Open customer invoices directly from the main ACCTivate! menu
Each user can customize the icon bar to suit specific preferences
Watch a video on how to setup the ACCTivate! dashboard
Organize data with data grid features
Update vendor prices with the Data Import feature
Change date format from 8 to 6-digits to display full dates in ACCTivate!
Edit customer invoices without voiding and recreating them
Email options and features in ACCTivate!
Create and store standard email message templates in ACCTivate!
View and refresh real-time ACCTivate! data in a spreadsheet
Export Crystal Reports information to Microsoft Excel
Generate serial numbers when invoicing
Connect ACCTivate! to your Gmail account
Configure invoice numbers to match sales order numbers
Deplete products from inventory for non-sales purposes
Kit to sell multiple quantities of a product
View licensed modules and users easily in ACCTivate!
Facilitate business processes by linking customer jobs to a business activity.
Link external documents or a web page to your products in ACCTivate!.
Stay updated on the latest ACCTivate! happenings from the system login
Configuring lookup windows to speed up searches.
Configure information to reorganize reports and add new ones
Access your Outlook Address Book in ACCTivate!
View all pending purchase invoices in one window
Easily print specific pages or multiple copies of a report as a PDF
Automatically receive purchase orders in full
Handle frequent price changes quickly and easily with the Refresh Prices feature
Drill down from reports and dashboard to related ACCTivate! form
Change filter criteria for reports, filter Stock on Hand report for negative quantities
Assign a specific printer to any report
Create a 'Request for Quote' from a purchase order
Service billing makes Return Merchandise Authorization (RMA) process seamless
Filter reports by any data field with the Select Expert button.
Bill time and materials for services tracked in ACCTivate!
Save time setting up new products in ACCTivate!
Save time and effort with keyboard shortcuts in ACCTivate!
ACCTivate! installs include SQL Server 2005 Express
Lookup products by supplier
Synchronize customers with invoices
Updating a list of products that are available on the web
Customer Account Number sent from ACCTivate! to UPS, FedEx
Store pertinent vendor information on a product-by-product basis
Organize inventory count sheets by zones
Instantly turn web form submissions into business activities
Easily update sales order workflow statuses
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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Inventory Software delivering
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Business Management & CRM
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Inventory Software delivering
the most value for the money
with Inventory Control,
Business Management & CRM
for QuickBooks.
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