Basics Training Guided steps for basic functions in Acctivate to help get started with the software Navigate the Basics Library: General | Business Activities General Getting StartedInstall Acctivate, login and access resources to maximize usage.More » Windows & FeaturesTour Acctivate’s interface from the desktop to context-sensitive help.More » Create & Modify Filters on ListsCustomize filters for quick & easy access to the info needed in lists.More » Synchronizing with QuickBooksLearn how to run syncs with QuickBooks & what info bi-directionally syncsMore » Business Activities Activities ListView an easy-to-read list of Business Activities in one spot to be aware of pertinent info quickly.More » Relate Activities to Documents & TransactionsUse Business Activities to relate multiple documents and transactions and be proactive while tracking all related info.More » Business Activity ReviewFilter and organize a list of Business Activities to take the necessary actions.More » Next Steps TrainingOverview Documentation Knowledge Base Next Training:Product
