Get started with the basics of Acctivate to maximize its use within all your operations
- Begin working within the easy-to-use system with confidence by starting with the basics and moving on to deeper functionality.
- Get familiar with Acctivate’s user interface.
- Understand QuickBooks synchronization with Acctivate.
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Key Concepts to Learn
Outgrowing QuickBooks
If you have been a QuickBooks® user for any length of time, by no doubt you are aware that it is an outstanding tool for financial management and control. However, everyday business activity can tax the functionality of QuickBooks and leave business managers forming a patchwork of solutions to help manage their operation. Don’t settle for a patchwork solution.
While patchwork solutions may be fine for a short-term fix, businesses that wish to achieve long-term success in the modern technological world need a modern technological solution. If you have developed a system of patchwork solutions to help you keep track of inventory, sales orders, purchase orders or customers then you may think you have outgrown QuickBooks.
Quite simply, when your business grows, it can outgrow QuickBooks as a stand alone solution.
Acctivate is fully integrated into QuickBooks
Acctivate has been designed to work in conjunction with QuickBooks to help your business operate efficiently. When used together, QuickBooks handles financial management, and Acctivate takes care of operational controls and day-to-day functions that make your business work.
Acctivate synchronizes with QuickBooks to give you a complete business management solution

Acctivate Inventory Software helps you get control of your business
Learn how Acctivate works, starting with the basics

Guide
Step by step directions to begin with the basics of Acctivate.
Library
Take a look at the many other topics to learn the basics of Acctivate before diving in deeper.Basics Guide
The Basics Checklist
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Installing & Launching Acctivate
Getting started with Acctivate after installing it and access to start working. -
Windows & Features
Familiarize yourself with Acctivate's user interface and common functions. -
List Windows
Understand the list windows and what information they offer. Learn how to use them and how to create custom filters for a powerful search ability. -
Synced Data Between QuickBooks & Acctivate
Learn what data synchronizes between QuickBooks & Acctivate. -
QuickBooks Synchronization
Synchronize data between QuickBooks & Acctivate.
Basics Library
The following are guided steps for basic functions in Acctivate to help get started with the software.