Creating Customers

Customers can be created in Acctivate an QuickBooks and then synced to the other system. We suggest creating customers in Acctivate due to the ability to utilize more Acctivate specific fields. Check out this article for links to our training guide.

Acctivate offers multiple methods of creating customers for use in the system. We suggest creating Customers in Acctivate as QuickBooks cannot assign branches, pricing or contacts. 

We offer five ways separate ways to create a customer:

  1. From the Customer List.
  2. From the Edit Customer Window.
  3. From Quote or Order window.
  4. From a contact on a Business Activity.
  5. Via the Import Data tool.