Getting Started

• New to Acctivate? Start here!
• Getting support from the Acctivate support team.
• Registering and using the Customer Portal

Installation

• Installing Acctivate on the server and workstations.
• Migrating Acctivate to a New Computer or Server
• Installing Microsoft SQL Server

Inventory

• Introduction to Acctivate's Inventory Manager
• Using Warehouse Locations to Track and Manage Inventory.
• What is Landed Cost?

Purchasing

• Acctivate Purchase Order Manager
• Acctivate's Purchasing Process
• Overview of Acctivate Purchase Orders

Customers

• Overview of Acctivate's CRM functionality.
• Creating new customers
• Merging Duplicate Customers

Sales

-- NOTICE -- Most Sales articles are still located under LEARN. Migration is in progress as of 4/11/2025

• Introduction to Acctivate's Sales Order Manager
• Creating a filter in the Sales Order list window.
• How do I handle charging tariffs to our customers

Business Activities

• Business Activity overview
• Introduction to Business Activity Manager
• Creating and completing a Return Merchandise Authorization. (RMA)

QuickBooks

• How The QuickBooks Desktop Sync Works
• What Synchronizes between QuickBooks and Acctivate?
• How The QuickBooks Online Sync Works
• Differences Between QuickBooks Online and QuickBooks Desktop that affect Acctivate

Mobile WMS

• Acctivate mobile overview.
• How to Use Mobile Inventory Receiving Module
• How to Use Mobile Picking.

Web Store Integrations

-- NOTICE -- This category of articles is still being migrated from LEARN as of 4/11/2025

EDI

• What is EDI (Electronic Data Interchange)?
• How are EDI Customers set up in Acctivate?
• Setting up 3PL warehousing with EDI.

Reports

• Acctivate's Standard Report List.
• Exporting Acctivate Window Grids to Excel.
• Crystal Reports for Acctivate users

Database

• Creating a Database backup routine.
• What are the limitations of Microsoft SQL Server Express Editions?
• How to Restart Microsoft SQL Server.

Troubleshoot

• How to resolve the "Cannot connect to server..." error when opening Acctivate.
• Index of QuickBooks Sync Errors
• Index of QuickBooks Online Sync Errors