---
title: Items Managed in QuickBooks and Synced to Acctivate
description: Some data cannot be created in Acctivate and must be created in QuickBooks and then synced to Acctivate. See below for the list.
---

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1. [Knowledge Base](https://hub.acctivate.com/articles?hsLang=en)
2. [QuickBooks](https://hub.acctivate.com/articles/quickbooks?hsLang=en)
3. [Basics](https://hub.acctivate.com/articles/quickbooks?hsLang=en#basics)

November 14, 2025

# 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.

- [Vendors](https://hub.acctivate.com/articles/add-vendors-to-acctivate?hsLang=en)
- [Chart of Accounts](https://hub.acctivate.com/articles/required-gl-accounts?hsLang=en)
- [Method of Payment](https://hub.acctivate.com/articles/payment-method-configuration?hsLang=en)
- [Terms Codes](https://hub.acctivate.com/articles/manage-terms-codes?hsLang=en)
- Tax must be enabled in QuickBooks, if collecting:  
    - **QuickBooks Online:**   
          - [Create Custom Tax Rates](https://quickbooks.intuit.com/learn-support/en-us/help-article/set-sales-taxes/use-custom-rates-manually-calculate-taxes-invoices/L8Gt91yR4_US_en_US)
    - **QuickBooks Desktop:**
    - [Tax Categories](https://hub.acctivate.com/articles/create-a-tax-category?hsLang=en) (called Sales Tax Items and Sales Tax Groups in QuickBooks)
    - [Tax Codes](https://hub.acctivate.com/articles/sales-tax-codes-items-groups?hsLang=en) (most commonly tax and non-tax)
- **QuickBooks Online Only:** [Customer Type](https://quickbooks.intuit.com/learn-support/en-us/help-article/account-management/set-assign-customer-types-quickbooks-online/L60hNYkpk_US_en_US?uid=lq2qmmfo)
- **QuickBooks Desktop Only:** [Salespersons](https://hub.acctivate.com/articles/manage-salesperson-list?hsLang=en)

For more information about directional syncing, check out our [docs](https://docs.acctivate.com/docs/QuickBooksSync.html#sync-direction)page.

 

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    - [Basics](https://hub.acctivate.com/articles/configuration?hsLang=en#basics)
    - [Users](https://hub.acctivate.com/articles/configuration?hsLang=en#users)
    - [Company Info](https://hub.acctivate.com/articles/configuration?hsLang=en#company-info)
    - [Customers](https://hub.acctivate.com/articles/configuration?hsLang=en#customers)
    - [Sales Orders](https://hub.acctivate.com/articles/configuration?hsLang=en#sales-orders)
    - [Inventory](https://hub.acctivate.com/articles/configuration?hsLang=en#inventory)
    - [Custom Fields](https://hub.acctivate.com/articles/configuration?hsLang=en#custom-fields)
    - [Email Message Templates](https://hub.acctivate.com/articles/configuration?hsLang=en#email-message-templates)
    - [Services](https://hub.acctivate.com/articles/configuration?hsLang=en#services)
- [Inventory](https://hub.acctivate.com/articles/inventory?hsLang=en#main-content)

    - [Products](https://hub.acctivate.com/articles/inventory?hsLang=en#products)
    - [Costing](https://hub.acctivate.com/articles/inventory?hsLang=en#costing)
    - [Prices and Units](https://hub.acctivate.com/articles/inventory?hsLang=en#prices-and-units)
    - [Warehouses and Locations](https://hub.acctivate.com/articles/inventory?hsLang=en#warehouses-and-locations)
    - [Lot Numbers](https://hub.acctivate.com/articles/inventory?hsLang=en#lot-numbers)
    - [Inventory Manager](https://hub.acctivate.com/articles/inventory?hsLang=en#inventory-manager)
    - [Receipts](https://hub.acctivate.com/articles/inventory?hsLang=en#receipts)
    - [Assemblies](https://hub.acctivate.com/articles/inventory?hsLang=en#assemblies)
    - [Kits and Assortments](https://hub.acctivate.com/articles/inventory?hsLang=en#kits-and-assortments)
    - [Landed Cost](https://hub.acctivate.com/articles/inventory?hsLang=en#landed-cost)
    - [Transfers](https://hub.acctivate.com/articles/inventory?hsLang=en#transfers)
    - [Adjustments](https://hub.acctivate.com/articles/inventory?hsLang=en#adjustments)
    - [Counts](https://hub.acctivate.com/articles/inventory?hsLang=en#counts)
    - [Reports](https://hub.acctivate.com/articles/inventory?hsLang=en#reports)
- [Purchasing](https://hub.acctivate.com/articles/purchasing?hsLang=en#main-content)

    - [Purchase Orders](https://hub.acctivate.com/articles/purchasing?hsLang=en#purchase-orders)
    - [Purchase Order Manager](https://hub.acctivate.com/articles/purchasing?hsLang=en#purchase-order-manager)
    - [Purchase Invoices](https://hub.acctivate.com/articles/purchasing?hsLang=en#purchase-invoices)
    - [Vendors](https://hub.acctivate.com/articles/purchasing?hsLang=en#vendors)
- [Customers](https://hub.acctivate.com/articles/customers?hsLang=en#main-content)

    - [Customers](https://hub.acctivate.com/articles/customers?hsLang=en#customers)
    - [Locations](https://hub.acctivate.com/articles/customers?hsLang=en#locations)
    - [Credit & Terms](https://hub.acctivate.com/articles/customers?hsLang=en#credit-terms)
    - [Pricing](https://hub.acctivate.com/articles/customers?hsLang=en#pricing)
    - [Broadcast Email](https://hub.acctivate.com/articles/customers?hsLang=en#broadcast-email)
- [Sales](https://hub.acctivate.com/articles/sales?hsLang=en#main-content)

    - [Orders](https://hub.acctivate.com/articles/sales?hsLang=en#orders)
    - [Sales Order Manager](https://hub.acctivate.com/articles/sales?hsLang=en#sales-order-manager)
    - [Picking](https://hub.acctivate.com/articles/sales?hsLang=en#picking)
    - [Drop Shipments](https://hub.acctivate.com/articles/sales?hsLang=en#drop-shipments)
    - [Sales Tax](https://hub.acctivate.com/articles/sales?hsLang=en#sales-tax)
    - [Packaging](https://hub.acctivate.com/articles/sales?hsLang=en#packaging)
    - [Shipping](https://hub.acctivate.com/articles/sales?hsLang=en#shipping)
    - [Invoices](https://hub.acctivate.com/articles/sales?hsLang=en#invoices)
    - [Payments](https://hub.acctivate.com/articles/sales?hsLang=en#payments)
    - [Credits](https://hub.acctivate.com/articles/sales?hsLang=en#credits)
- [Business Activities](https://hub.acctivate.com/articles/business-activities?hsLang=en#main-content)

    - [Business Activities](https://hub.acctivate.com/articles/business-activities?hsLang=en#business-activities)
    - [Business Alerts](https://hub.acctivate.com/articles/business-activities?hsLang=en#business-alerts)
- [QuickBooks](https://hub.acctivate.com/articles/quickbooks?hsLang=en#main-content)

    - [Basics](https://hub.acctivate.com/articles/quickbooks?hsLang=en#basics)
    - [QuickBooks Online](https://hub.acctivate.com/articles/quickbooks?hsLang=en#quickbooks-online)
    - [QuickBooks Desktop](https://hub.acctivate.com/articles/quickbooks?hsLang=en#quickbooks-desktop)
- [Mobile WMS](https://hub.acctivate.com/articles/mobile-wms?hsLang=en#main-content)

    - [Basics](https://hub.acctivate.com/articles/mobile-wms?hsLang=en#basics)
    - [Picking](https://hub.acctivate.com/articles/mobile-wms?hsLang=en#picking)
    - [Receiving](https://hub.acctivate.com/articles/mobile-wms?hsLang=en#receiving)
    - [Counts](https://hub.acctivate.com/articles/mobile-wms?hsLang=en#counts)
    - [Assemblies](https://hub.acctivate.com/articles/mobile-wms?hsLang=en#assemblies)
- [Web Store Integrations](https://hub.acctivate.com/articles/web-store-integrations?hsLang=en#main-content)

    - [Basics](https://hub.acctivate.com/articles/web-store-integrations?hsLang=en#basics)
    - [Templates and Options](https://hub.acctivate.com/articles/web-store-integrations?hsLang=en#templates-and-options)
- [EDI](https://hub.acctivate.com/articles/edi?hsLang=en#main-content)

    - [Basics](https://hub.acctivate.com/articles/edi?hsLang=en#basics)
    - [Orders - 850](https://hub.acctivate.com/articles/edi?hsLang=en#orders-850)
    - [Shipments - 856](https://hub.acctivate.com/articles/edi?hsLang=en#shipments-856)
    - [Invoices - 810](https://hub.acctivate.com/articles/edi?hsLang=en#invoices-810)
    - [Warehouse - 940/945](https://hub.acctivate.com/articles/edi?hsLang=en#warehouse-940-945)
- [Reports](https://hub.acctivate.com/articles/reports?hsLang=en#main-content)

    - [Basics](https://hub.acctivate.com/articles/reports?hsLang=en#basics)
    - [Standard Reports](https://hub.acctivate.com/articles/reports?hsLang=en#standard-reports)
    - [Crystal Reports](https://hub.acctivate.com/articles/reports?hsLang=en#crystal-reports)
    - [Excel](https://hub.acctivate.com/articles/reports?hsLang=en#excel)
- [Database](https://hub.acctivate.com/articles/database?hsLang=en#main-content)

    - [Basics](https://hub.acctivate.com/articles/database?hsLang=en#basics)
    - [Backup & Restore](https://hub.acctivate.com/articles/database?hsLang=en#backup-restore)
    - [Microsoft SQL Server](https://hub.acctivate.com/articles/database?hsLang=en#microsoft-sql-server)
    - [Imports](https://hub.acctivate.com/articles/database?hsLang=en#imports)
- [Troubleshoot](https://hub.acctivate.com/articles/troubleshoot?hsLang=en#main-content)

    - [General](https://hub.acctivate.com/articles/troubleshoot?hsLang=en#general)
    - [Installation](https://hub.acctivate.com/articles/troubleshoot?hsLang=en#installation)
    - [Inventory](https://hub.acctivate.com/articles/troubleshoot?hsLang=en#inventory)
    - [Purchasing](https://hub.acctivate.com/articles/troubleshoot?hsLang=en#purchasing)
    - [Sales](https://hub.acctivate.com/articles/troubleshoot?hsLang=en#sales)
    - [Shipping](https://hub.acctivate.com/articles/troubleshoot?hsLang=en#shipping)
    - [QuickBooks Desktop](https://hub.acctivate.com/articles/troubleshoot?hsLang=en#quickbooks-desktop)
    - [QuickBooks Online](https://hub.acctivate.com/articles/troubleshoot?hsLang=en#quickbooks-online)
    - [Mobile WMS](https://hub.acctivate.com/articles/troubleshoot?hsLang=en#mobile-wms)
    - [Web Store Integration](https://hub.acctivate.com/articles/troubleshoot?hsLang=en#web-store-integration)
    - [EDI](https://hub.acctivate.com/articles/troubleshoot?hsLang=en#edi)
    - [Reports](https://hub.acctivate.com/articles/troubleshoot?hsLang=en#reports)
    - [Database](https://hub.acctivate.com/articles/troubleshoot?hsLang=en#database)
    - [Imports](https://hub.acctivate.com/articles/troubleshoot?hsLang=en#imports)
    - [Email](https://hub.acctivate.com/articles/troubleshoot?hsLang=en#email)
    - [Integrations](https://hub.acctivate.com/articles/troubleshoot?hsLang=en#integrations)

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