Items Managed in QuickBooks and Synced to Acctivate

Some data Acctivate cannot create. It must be created in QuickBooks then synced to Acctivate. See below for the list.

Create and maintain these sections in QuickBooks and sync them to Acctivate for use. Acctivate cannot create and update this data, only access what QuickBooks shares.

• Terms Codes
• Vendors
• Tax:
  
  • Tax Categories (called Sales Tax Items and Sales Tax Groups in QuickBooks)
  • Tax Codes (most commonly tax and non-tax)
• Salespersons or "Employees" in QuickBooks Online
• Method of Payment
• Chart of Accounts
• QuickBooks Online Only: Customer Type

For more information about directional syncing, check out our docs page.