How to Sync Acctivate with Quickbooks

This article includes a video and shows you how to sync Acctivate with Quickbooks.

 

 

The synchronization between Acctivate and QuickBooks is manually initiated from within Acctivate.

Begin by clicking QuickBooks on the menu bar at the top of the screen. Choose the "Synchronize with QuickBooks" option. 

 In the window that appears, you will click Start Sync. Acctivate will begin synchronizing in the order listed on the window. As each section is completed, Acctivate will mark the section with a green checkmark which indicates success, red 'X' which indicates an error or a yellow warning symbol. 

Once the sync is completed, you can view a log which will provide more detail if there were any warnings or errors. While uncommon, there are certain situations in which you might encounter an error; these should be resolved as soon as possible.

Sync Warnings are mostly informational and notify you that something may have changed since the last sync. These typically do not require any action. For more information on how the sync works and what information is synchronized refer to our QuickBooks Sync page.