Items Managed in QuickBooks and Synced to Acctivate

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
• Chart of Accounts
• Method of Payment
• Terms Codes
• Tax must be enabled in QuickBooks, if collecting:
  
  • QuickBooks Online: 
    
    • Create Custom Tax Rates
  • QuickBooks Desktop:
  • Tax Categories (called Sales Tax Items and Sales Tax Groups in QuickBooks)
  • Tax Codes (most commonly tax and non-tax)
• QuickBooks Online Only: Customer Type
• QuickBooks Desktop Only: Salespersons 

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