Introduction

Welcome to the Acctivate documentation site! This documentation covers the initial installation, configuration, and usage of Acctivate.

What is Acctivate?
Acctivate is an affordable solution that provides the added functionality growing companies need to better manage their business without requiring them to leave QuickBooks. Inventory, purchasing, order management, and business analytics are gained without changing accounting software.

Getting Started

While Acctivate is meant to be as user friendly and powerful as possible, it requires configuration and an understanding of its capabilities to get the most out of it.

This documentation is structured to provide a full picture of the initial setup and ongoing usage of Acctivate. The left sidebar contains a table of contents which is broken down into various topics:

• Installation: Installation guides for Acctivate server, workstation, and mobile
• Initial Company Creation: Covers the creation of an Acctivate company and integrating with QuickBooks
• Configuration: Details all configuration options available
• Using Acctivate: Learn how to use the system
• Resources: View release notes, system requirements, and other useful guides

The In This Article menu found in the right sidebar lets you quickly jump to a specific section of the page while providing context of the overall concept.

That's it! Take a look around and if you can't find what you're looking for let our support team know. Not an Acctivate user but would like to learn more? Contact our sales team for more information.

What's New in Acctivate

Version 14 is available on our Downloads page. Refer to our software update instructions or installation instructions for more information.

Key improvements:

• A new Purchase Invoice entry window (View Docs)
• Improved User Management options (View Docs)
• Autocomplete Product ID in the sales, purchasing, and inventory transaction grids
• Improved list functionality, including the ability to process sales and purchase orders and manage customer and product details
• The ability to assign a default form and default print behavior to inventory transaction (View Docs)
• Support for linking an Inventory Issue to a Customer:Job, Sub-Customer, or QuickBooks Online Project for accurate job cost reporting in QuickBooks (View Docs)
• A new method for connecting and managing integrations with Shopify and WooCommerce, leveraging the latest APIs available

Review the Release Notes for the full list of enhancements and bug fixes included in Acctivate Version 14.