COMING IN VERSION 15
Acctivate now contains help for syncing Acctivate fields to QuickBooks On-line customized fields.
This enhancement provides companies extra flexibility in how information flows between Acctivate and QuickBooks On-line, permitting key info tracked in Acctivate to routinely seem in QuickBooks On-line the place it’s most helpful.
Why It Issues
Customized fields are an essential option to seize particulars which are distinctive to what you are promoting — equivalent to buyer PO quantity, Gross sales Rep, and Reference information. Beforehand, these fields existed independently in every system, which regularly meant duplicate information entry or inconsistent info between Acctivate and QuickBooks On-line.
With this new performance, you’ll be able to map Acctivate fields on to your customized fields in QuickBooks On-line. Meaning Acctivate can now write information to QuickBooks On-line customized fields throughout sync, making certain that the identical crucial info stays aligned in each programs.
How To Get Began
Acctivate could be built-in with QuickBooks On-line customized fields in a couple of easy steps.
- Create customized fields in QuickBooks On-line. You’ll be able to create as much as three customized fields that use textual content or quantity information sorts — these are the one sorts presently accessible through the QuickBooks On-line API.
- Choose the Transaction class. When establishing your fields, select the Transaction class. Remember to choose Gross sales Receipt, Bill, Estimate, Credit score Memo, and Refund Receipt types in order that the fields can be found through the API.
- Enable time for the fields to grow to be accessible. Newly created customized fields could take a number of minutes earlier than they’re accessible through the API.
- Map your fields in Acctivate. In Acctivate, open Configuration Supervisor and develop the QuickBooks part. Underneath Customized Area Mapping, choose which Acctivate fields ought to sync to which QuickBooks On-line customized fields
That’s it! Whenever you create a gross sales bill or credit score memo, the information out of your mapped Acctivate fields will routinely populate the corresponding QuickBooks On-line customized fields.
Wanting Forward
The presently accessible QuickBooks On-line Customized Fields API contains some limitations which are exterior of Acctivate’s management. Intuit has introduced a brand new, extra versatile Customized Fields API that can develop these capabilities. We are going to implement the brand new API shortly after it’s made accessible.
