- General overview of what data each system is responsible for
- QuickBooks Sync (0:26)
- Integration between QuickBooks and Acctivate (1:45)
- 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
- How the sync works
- 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)
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