Webinar: QuickBooks Synchronization Navigate all webinar topics… Overview Customer Purchasing Sales Manufacturing Inventory Reporting System Add-on Modules QuickBooks 3rd Party Integrations What’s New Tips & Tricks Q&A Consultant Archive Play Webinar Outline General overview of what data each system is responsible for QuickBooks Sync (0:26) Integration between QuickBooks and Acctivate (1:45) Integrated Application settings (3:34) How Inventory syncs to QuickBooks (6:55) GL Accounts (7:21) Transactions sync in batches (9:58) How Sales/COGS sync to QuickBooks (11:45) How Customers sync to QuickBooks (13:07) Sync Options (14:20) How Sales Invoices sync to QuickBooks (16:12) How Payments sync to QuickBooks Managing Payment Methods (20:16) Credit Card Processing (21:19) Voiding Payments (22:54) How Purchasing syncs with QuickBooks Purchasing Process (25:00) Receiving (25:44) Accrued Purchase Receipts and Accounts Payable (26:54) PO Invoice dictates Receipt (27:59) Receipts posted independent of a PO (32:37) Vendors (33:35) Tax (34:15) Tax Categories (34:18) Salespeople Create/Modify Salesperson (35:38) Accounts (36:06) Multi-Currency Multiple Currencies (37:11) Terms Codes Create or Modify Terms Codes (37:31) Product Class Manage Product Classes (37:50) How the sync works How The QuickBooks Sync Works (38:20) Long sync after QuickBooks Update (39:00) Long sync after QuickBooks Verify and Rebuild (39:00) Common Issues Setting the Closing Date in QuickBooks (41:29) Closing Date sync errors (41:55) Merge Customers (42:23) Duplicate Journal entries in QuickBooks (43:13) Duplicate Invoices in QuickBooks (43:13)
