2019 Review of Acctivate QuickBooks Inventory

Designed exclusively for QuickBooks, Acctivate Inventory for QuickBooks offers complete integration with desktop and online versions of the popular accounting application. Acctivate offers both on-premise and cloud deployment and can be used by retail businesses and distributors. Along with inventory management, Acctivate also includes order management and purchasing capability.

Acctivate offers numerous mobile add-on applications including Mobile Inventory Management, Mobile Order Picking, Mobile Receiving, and Mobile Sales Orders. The Mobile Inventory Management add-on offers barcoding capability, making it easy to track inventory at any location.

Acctivate includes inventory dashboards that are fully customizable and provide users with easy access to vital company metrics such as sales, incoming orders, inventory trends, and overall profitability levels. Users can easily manage inventory from the product screen, which offers detailed information on current inventory levels, inventory on order, inventory committed, inventory reserve levels, and allowed product substitutions. The product allows users to set both minimum and maximum inventory levels for each product, triggering an automatic re-order option when levels reach a certain level. The Matrix inventory feature allows users to easy track specific attributes for products such as color, size, style, or pattern. Users can track inventory levels for both single and multiple warehouses, and multiple currency and multiple language options are available as well. Users can assign multiple product codes to each inventory product, and two product descriptions can be included for each product. Users can choose to track products using a variety of methods including product name, part number, UPC, SKU, or serial number.

Barcoding capability is available through Acctivate’s mobile app, which makes it easy to check inventory in and out. The app also allows users to create and print custom barcodes if desired. Users can easily attach product photos to the product file, along with any other documents such as invoices, warranties, or notes. The product also supports Bill of Materials, Kitting, and Assemblies, as well as batch process manufacturing.

Acctivate offers multi-tiered pricing, with an unlimited number of tiers supported. Users can easily assign pricing discounts to specific products, or add a discount to multiple products that are assigned to a group. Pricing can be temporary, such as for sales, with an expiration date set. Users can also assign special pricing to specific customers, and all pricing levels can be overridden if desired.  Acctivate also supports a variety of inventory valuation methods which include Average, Standard, LIFO, FIFO, Landed Cost, Added Cost, Management Cost, Vendor Cost, and for retailers that use serial numbers, Specific Identity.

Acctivate offers more than 70 standard reports and 30 standard documents, with Acctivate users able to easily customize any report using Crystal Reports. All reports and documents can be modified with custom images and elements, and customer documents such as purchase and sales orders can be customized as well. Acctivate users can access reports from the report library as well as from each individual module. All Acctivate reports can be viewed on screen, printed, or exported to a variety of formats including Microsoft Word and Excel, Text, XML, Rich Text Format, HTML, or to Crystal Reports. Users can also save reports as a PDF if desired.

Acctivate is designed to be used with QuickBooks applications exclusively and can be used by both retailers and manufacturers. Along with QuickBooks integration, Acctivate also integrates with SmartVault for easy document management capability as well as shipping vendors such as USPS, FedEx, and UPS, and online store platforms such as Magento, eBay, Commerce CM, Amazon, and Channel Advisor.  In addition, integration with Avalara provides users with easy sales tax calculation and compliance.

Acctivate offers a variety of resources on the Help page, including a complete Onboarding Guide, which offers detailed instructions on a variety of processes including planning, installation, training, and going live. Users can access help files in a variety of categories or view recent product articles if desired. System downloads can also be accessed from the Help page, and users can request support via the page as well. A Tour Guide is available as are a variety of training videos for beginners as well as more advanced videos for experienced system users.

Acctivate’s QuickBooks Inventory Management Software is well suited for online retailers, product manufacturers and distributors that are currently using QuickBooks applications. Acctivate’s base system includes inventory management, order management, purchasing, and a customer CRM. There are also a variety of add-ons available that can be used to extend system functionality. Acctivate pricing is available upon request from the vendor, and QuickBooks users interested in the application can download a free 14-day trial from the website.

2019 Rating – 4.75 Stars