ACCTivate! ~ Complete business management software
with collaboration & activity management
for QuickBooks® users.

ACCTivate! Inventory & Distribution software for QuickBooks
Contact Us (866) 877-1311
Collaboration & business management software for QuickBooks

Best in class, industry-standard technology built to be used by everyone in the company ~ ACCTivate! the complete business management software for small, midsize and growing businesses.

Collaborate with business management software for QuickBooks

ACCTivate!
Adaptable, reliable, scalable
Built to last

Growing businesses need to know the software they implement today will provide long-lasting benefits as they continue to grow into the future.

ACCTivate! understands this and has developed software that is...

>  Extensible
ACCTivate! was designed with an eye on the future, enabling new features, functionality and capabilities to be added without major structural changes.
>  Usable
Easy to learn and easy to use, ACCTivate! was built for and by people that actually use the system.
>  Compatible
ACCTivate! has partnered with best in class technology partners, such as Microsoft®, Crystal Reports®, Intuit QuickBooks®, and TrueCommerce®, to deliver the best possible solution to the marketplace.
>  Scalable
Used today by companies with a few or few employees, ACCTivate! will adapt to increased demands and growth.
>  Robust
All businesses have peak times and ACCTivate! will continue to perform well under stressful conditions, year in and year out.
>  Modular
ACCTivate!'s many well-defined, solution components are the result of forward-thinking design and a modular architecture that supports the addition of strong, integrated feature sets.
>  Secure
ACCTivate! has and partnered with top technology providers undergone security verification and testing to ensure development of a highly secure product
>  Reliable
ACCTivate! was built to perform and built to last.

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ACCTivate!
Small & midsize business management software
with collaboration & activity management integrated with QuickBooks

Company-wide collaboration

Leverage the entire company and institute a culture of collaboration with ACCTivate!'s Business Activities and Alerts. Designed to facilitate the company-wide sharing of information & issues, Business Activities provides a centralized environment that encourages effective communication, teamwork and productive task management.

Business Activities enables the management and tracking of any activity, issue, follow-up, event or project. Each time a user logs into ACCTivate!, they are presented with a current list of Alerts and Business Activities.

>  Alerts are reminders that can be filtered by type and due date. Managers, or those with
permission, can view other users’ alerts and assign alerts to others. Examples include
at-risk deal alerts, customer service issues, low stock alerts or any other item needing a
reminder or to be highlighted.
>  Assign, manage and track activities throughout the organization with Business
Activities. An activity could be a sales call, customer communication, client quote request,
product development milestone or virtually any other business activity.
>  Each activity can include description, notes, email communication history, resolution
description, due date, status, closure date, task owner/assigned to, priority, and
additional activity information.
>  Activity scheduling & assignments : Activities & alerts may be scheduled for yourself
or for others (with permissions).
>  Enable Escalation management using alerts such as account manager notification of
customer service issues, management notification of priority sales requests, etc.
>  Business activities may be cross-linked within a department or company-wide
>  Business Activity & Alerts fields may be customized

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ACCTivate!
Small & midsize business management software
with collaboration & activity management integrated with QuickBooks

QBMS order processing for distributors

QuickBooks, accounting software for small business, has an 85% market share.
Source: Intuit®.

QuickBooks inventory software

ACCTivate! business software for small & midsize businesses delivers best in class Inventory, Warehousing, Purchasing, CRM, Sales order management, EDI, Order fulfillment & Service management functionality which
ALL seamlessly integrate with QuickBooks.


Inventory management software by ACCTivate!, a QuickBooks Gold Developer

Not all integration is created equal

ACCTivate! for QuickBooks was designed to have the tightest possible integration with QuickBooks, delivering the best user experience across the entire company.

The key: Bi-directional integration

All customer-related and vendor-related transactions automatically occur in both QuickBooks & ACCTivate!

>  Add a customer in QuickBooks and the customer is
automatically added in ACCTivate!
>  Add a customer in ACCTivate! and the customer is
automatically added in QuickBooks!
>  Pay a bill in QuickBooks & the payment is automatically
recorded in ACCTivate!
>  Receive a check in QuickBooks & payment is automatically
recorded in ACCTivate!

Inventory software by ACCTivate!, a QuickBooks Gold Developer

QuickBooks Gold Developer

In 2003, Alterity, the makers of ACCTivate!, was one of the first software products to integrate with QuickBooks. In 2006, Intuit named Alterity a QuickBooks Gold Developer, the highest level of achievement awarded to development partners.

The QuickBooks Gold Developer status assures customers that ACCTivate!'s business software for QuickBooks has undergone an extensive testing and approval process and has been certified by Intuit, the makers of QuickBooks, as a quality software product that seamlessly integrates with QuickBooks.

Learn more about ACCTivate!'s QuickBooks Gold Developer status


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ACCTivate!
Small & midsize business management software
with collaboration & activity management integrated with QuickBooks

ACCTivate! was designed using industry-standard development tools integrates with top technology providers – an approach we believe ensures application longevity, flexibility, and performance. The technology beneath the ACCTivate! application is robust, secure, and accelerates the value delivered to customers today and in the future.

Microsoft® is a strategic technical partner and provides strong support for the foundational layer of the ACCTivate! software. ACCTivate! supports most versions of Microsoft Windows and all Microsoft Server Operating Systems and additionally utilizes:

>  Microsoft® SQL Server
>  Microsoft Development Platform
>  Microsoft Terminal Services

Learn more about ACCTivate!'s system requirements.


Citrix® is a leader in remote computing and ACCTivate! utilizes the well respected Go-To-Assist facility for implementation and customer support. The Citrix Access Essentials may be used in large clusters of remote users.


Crystal Reports® is the world’s recognized leader in business reporting software. ACCTivate!'s reporting and document management capabilities were designed around Crystal Reports, providing ACCTivate! users the ability to develop advanced, integrated reports and documents with professional design quality & branding.

Learn more about ACCTivate!'s Reporting capabilities.


Intuit®, the makers of QuickBooks, has been a strategic partner since 2003, with ACCTivate! being one of the first software providers to develop an integrated application with QuickBooks. Out of the hundreds of packages that now integrate with QuickBooks ACCTivate! is one of only a few that have achieved Gold Developer status, the top level of achievement attainable by QuickBooks partners.

Learn more about ACCTivate!'s QuickBooks partnership & Gold Developer status.


TrueCommerce®, partnered with ACCTivate! to provide a streamlined end-to-end EDI solution for small and midsized businesses. ACCTivate! clients are currently using EDI successfully with some of the largest companies in the world, such as Wal-Mart ®, The Home Depot® and Academy® Sports + Outdoors.

Learn more about ACCTivate!'s EDI capabilities.

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ACCTivate!
Small & midsize business management software
with collaboration & activity management integrated with QuickBooks

Below is an extensive list of the Foundation layer features of ACCTivate!
Some features are optional.

>  Assign tasks to employees
>  At-a-glance access to key information
>  Business activity management
>  Business alerts
>  Configurable permissions for each user
>  Complete activity history with notes
>  Comprehensive online resource guide
>  Custom fields
>  Data import and export utilities
>  Drill down & drill around information access
>  Extensible, configurable security
>  Graphically view & track activities
>  Industry-standard components, including Microsoft® SQL Server
>  Integrated with QuickBooks
>  Link activities to customer and/or product history
>  Multi-company capable under same license
>  Notes throughout the system
>  Over 100 standard reports and documents
>  Real-time, integrated system-wide functionality
>  Remote user system access via laptop
>  Search item number, name, product group, product classification, inventory level, marketing
code, vendor part #, description, vendor, UPC/GDSM code
>  Security can be set at multiple levels
>  Supports all versions of Microsoft Windows
>  Task and appointment reminders
>  TrueCommerce® integration enabling end-to-end EDI
>  Unlimited custom reports & documents using Crystal Reports®
> View open & closed business activities

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ACCTivate!
Small & midsize business management software
with collaboration & activity management integrated with QuickBooks

1
Simply let us know if you'd like a demo,
consultation or evaluation


ACCTivate! demo

Live product demonstrations are held several times each week. Using screen sharing in your browser, we'll show you how to get the most out of ACCTivate! and answer any questions you may have. Reserve your seat today for our next webinar:

Thursday afternoons
4:00 Eastern/ 3:00 Central/
2:00 Mountain/ 1:00 Pacific
That time doesn't work for me.
Please contact me for a private demo


ACCTivate! consultation

Schedule a free one-on-one consultation with an ACCTivate! specialist. We'll discuss your specific business needs and provide an overview of ACCTivate!'s features.

  Yes, I'd like to have a private consultation


ACCTivate! free trial

Download and try ACCTivate! free for 30 days. We'll send you the information for downloading the software and schedule a free, live online session to help you get the most out of your evaluation.

  Sounds good, let's try it


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ACCTivate! results
"Everyone in the company uses the system. It's 20 times better than what we had before.
It's given us very defined processes within our organization and helps us share information because it's all in the system."

N'Gai Merrill,
Co-owner
Serson Supply