Knowledge Base

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Knowledge Base

How do I?

How do I?

Have a niche question, or need to know how to do a specific thing? Check here!

Assembly

How do I roll non-inventoried costs into an assembled good?

Business Activities

How do I Create a Business Activity from a record in Acctivate?

How do I link a record to a business activity?

How do I set a Business Activity email template default?

How do I Send a Message upon Change of Business Activity Status?

Business Alerts

How do I disable Business Alert warnings for web store?

How do I establish reminders?

Configuration

How do I set user permissions for changing sales order discounts?

How do I set up Transportation Types for Package Manager?

How do I change the Name of an Existing GL Account?

How to rename a Warehouse ID or Description in Acctivate

Customer

How do I update the 'To' Customer email

How do I batch print/email a Customer's Previous Invoices?

How do I sync multiple customer records from Acctivate into one customer record in QuickBooks?

How do I synchronize only customers with invoices?

How to update Customer Billing, Shipping, and Contact Email Addresses

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Database

How do I Access SQL Server Configuration Manager if it's not on the Computer?

How do I Migrate Data from One Acctivate Company File to another Company File?

How do I use the Acctivate Database Maintenance program?

How do I Restore Acctivate Database in SQL Server Management Studio?

How do I reduce the size of a Database Transaction Log file?

How do I Append a date at the end of a backup file using Task Scheduler?

How do I Change the Backup Directory?

View the size of the Acctivate Database

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Email

How do I Change the "From" Email Address on Emails Sent From Acctivate?

How do I Add A Blind Carbon Copy To Emails?

General

How do I reset or change my login user password?

How do I attach files using notes in Acctivate?

How do I open up multiple instances of Acctivate?

How do I remove an Acctivate License?

How do I repair Acctivate?

How do I search with multiple fields?

How do I remove a company name entry from the Acctivate login?

How do I search through note fields?

How do I change the height of the grid in the look up window?

How do I Export Acctivate Window Grids to Excel?

How do I Stop Excel from Changing Numbers to Dates or Scientific Notations?

How do I create a custom filter in a list window?

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Integrations

How do I disconnect Avalara Tax from Acctivate?

How do I prevent Excel from removing leading zeros in product id or upc?

How do I setup UPS WorldShip or FedEx Ship Manager to Communicate from a Remote Workstation?

Inventory

How do I handle donations in Acctivate?

How do I fix an item that was received with the incorrect lot number?

How do I handle serial numbers with a negative On Hand quantity?

How do I import in product images?

How do I Return Items to my Inventory from a Drop Ship Order?

How do I import in Receipts for Lot or Serial numbered products?

How do I Update Products to be Available on Web?

How do I set up Unit of Measure for Non-Standard Items?

How do I combine lots of an assembly into one lot?

How do I post a Credit Memo containing a new lot/serial number?

How Do I Adjust Max Decimals for Unit Cost Calculations?

How do I split a Lot Number into a new Lot?

How do I write off inventory?

How do I split transactions off into their own sessions?

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Mobile

How do i manage the Acctivate Path used by the Acctivate Mobile webservice page?

How do I test barcodes for use in Acctivate Mobile?

How do I print sales order from the Mobile Order Showroom module on Windows Mobile?

How do I set up an IIS Website to use Acctivate on the non-default website?

How do I configure the user account for an application pool in IIS?

How do I scan barcodes with an iPad or Android tablet when remoting in to Acctivate desktop?

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Payments

How do I handle overpayments from customers?

QuickBooks Desktop Sync

How do I reestablish the QuickBooks Desktop connection?

How do I remove duplicate Acctivate Journal Entries in QuickBooks Desktop?

How do I sync with QuickBooks Desktop after moving a QuickBooks company file?

How do I Copy QuickBooks Desktop Invoice Memos to Acctivate?

QuickBooks Online Sync

How Do I re-link Acctivate to QuickBooks Online?

How do I disconnect Acctivate and QuickBooks Online?

How do I enable and configure Location Tracking with Acctivate and QuickBooks Online

Reports

How do I edit reports on RightNetworks?

How do I navigate to the Standard Reports folder?

How do I purchase KnowledgeSync?

How do I replace my company logo?

How do I print labels on RightNetworks?

How do I get the invoice report to only display items that are being invoiced?

Generate lot or serial number report based on Expiration Date

How to Configure Zebra Label printers for Acctivate

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Sales

How do I handle Pro Forma Invoicing within Acctivate?

How do I handle gift certificates/gift cards?

How do I add a Late fee to an Invoice?

How do I delete/edit a package on an order?

How do I create a Credit Credit Card or E-Check payment method for use without having to enter the required fields?

How do I set up a high volume pricing discount?

How do I add a minimum freight rate for each customer?

How do I create a credit card processing fee?

How do I create a miscellaneous/other charge product?

How do I correct a Sales Order that is Locked by Avalara?

How do I find the criteria for each Order Manager button?

How do I handle drop shipped lot/serial items?

How do I Schedule Orders in a Batch or Individually?

How do I set up a line item for tax?

How do I test Multiple Currencies?

How do I create a filter in the Sales Order list window?

"View Product" button is missing

"View dropship/special order" button missing on sales order after updating to 12.2.

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Server

How do I remove my Acctivate license?

How do I Refresh my Acctivate license for new users or modules?

How do I Set share Permissions on the AcctivateData Folder?

Webstore

How do I import in Credit Card Authorizations from webstores?

How do I reset my eBay token?

How do I Use Source Values Window, Xpath Operators and Functions?

How do I import an XML file using a Webstore Template?

How do I have the web store sync skip certain orders?

How do I Import Magento Configurable Items?

How do I use Xpath ScratchPad with a Webstore template?

How do I Re-import Skipped Webstore Orders?

How do I update the Last Web Order Number Imported?

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Purchasing

How do I view all pending purchase invoices in one window?