Services
The Services section of the Configuration Manager (File → Configuration Management → Services) allows you to integrate Acctivate with other services you may utilize, such as Avalara, QuickBooks Payments or Authorize.net, and ShipStation
Avalara
Acctivate can be integrated with your Avalara AvaTax account. See the Avalara integration guide for full instructions on the configuration and usage of AvaTax.
When your AvaTax account is created, you will receive an email containing the information below. If you do not have the information below, you can reset your License Key and an email will be sent to you with the following information:
- Account Number
- License Key
- URL
- Company Code
Fill in your AvaTax Account Information in Acctivate
- In Acctivate, go to File → Configuration Management → Services → Avalara.
- Click Edit on the toolbar
- Fill in the fields under the Account section (see Setup).
- Click Test Connection and ensure that the "Test succeeded." message appears.
- Under the QuickBooks section, select the "Avatax line" for the Tax Line Item (see the Configuration section of the Avalara Configuration guide).
- Click Save
Payment Processing
Acctivate users that use QuickBooks Payments or Authorize.net can process credit cards directly within Acctivate. QuickBooks Payments can also be used to process eChecks in Acctivate.
Note
QuickBooks Payments is the preferred payment processor for Acctivate due to it's seamless integration with Acctivate and QuickBooks. If you do not currently have a merchant account, we'd be happy to help get you approved and setup with a QuickBooks Payments account. Click Here for more information.
QuickBooks Payments
See the QuickBooks Payments integration guide for full instructions on the configuration and usage of QuickBooks Payments.
- In Acctivate, go to File → Configuration Management → Services → Payment Processing.
- Click Connect to QuickBooks.
- Your browser will open, login with your QuickBooks Payments credentials.
- When asked for permission for connecting, click Connect.
- Once completed, you can return to Acctivate and close the Configuration Manager.
Authorize.net
See the Authorize.net integration guide for full instructions on the configuration and usage of Authorize.net, including how to obtain the API Login ID and Transaction Key.
- In Acctivate, go to File → Configuration Management → Services → Payment Processing.
- Click the Connect to Authorize.Net button.
- Enter your API Login ID and Transaction Key.
- Click Save.
ShipStation
Acctivate can be integrated with your ShipStation account.
Follow the ShipStation integration guide for full instructions on the configuration and usage of ShipStation.
Integration checklist:
- Check the Enabled box.
- Enter the API Key and API Secret values (see the ShipStation integration guide for instructions on how to obtain these).
- Use the Update codes from the web button to download and map the Carrier and Carrier Services.
- Configure Ship Via options.