QuickBooks Link for Act!
** NEWS: QSalesData Version 8.0 release now compatible with Act! v19 and QuickBooks 2017
Take your business to a new level of efficiency by linking your Act! and QuickBooks applications together.
Having separate Act! and QuickBooks databases can be a major source of inefficiency and duplicate work. With our QuickBooks link for Act! you eliminate double-entry and make your Act! and QuickBooks users more productive.
WATCH THE QSALESDATA 10 MINUTE PRODUCT OVERVIEW VIDEO
Key Features of our QuickBooks Integration for Act!
(Click on each bullet point below to see additional details and quick-hit videos)
+ Create QuickBooks Customers from Records in Act!
The days of double-entry are gone! Click on a button on our QSalesData toolbar and create a customer in QuickBooks using the Contact record in Act!. Click Here to a see video example of this feature.
+ Push Address Changes between Act! and QuickBooks
You no longer need to make your address changes in 2 places. Once you get QSalesData implemented, you simply tell your users to make all of their address updates in either Act! or QuickBooks, and then once a day or once a week you can run our Contact Data Sync program to push the addresses from Act! to QuickBooks or vice versa. Click here to see a video example of this feature.
+ Create QuickBooks transactions (invoice, sales order, estimate, etc.) from within Act!
Using the QSalesData toolbar, you can pull up a customer in Act! and quickly create transactions in QuickBooks. Click Here to see a video example of this feature.
+ View QuickBooks Transactions from within Act!
We add a QB Transactions Tab to ACT.
This is one of the most powerful features of the QSalesData product. You can give you Act! users access to QuickBooks transaction data without giving them access to QuickBooks. Our product imports the QuickBooks transactions (invoices, estimates, payments, etc.) into a tab in Act! called QB Transactions. The Act! user can quickly see all of the transactions for that customer, and they can even double-click on the transactions to see the line item detail. All without having QuickBooks on their machine. Click here to see a video example of this feature.
+ View 5 years of Sales Totals, Past Due Balances, and other key sales metrics in Act!
We add a QB Data Tab to your Act! Layout
. You can quickly evaluate the sales of a customer. Never again sell more goods or services to a customer that has past due balances. Your Act! users can actually help you collect because they can see the past due balance info right in Act!. You can also quickly see key metrics like Last Invoice Date, First Invoice Date, Average Sales Amount and Lifetime Sales Amount. Click Here to see a video example of this feature.
+ Lookup Customers in Act! by Items Purchased
Target market like never before. QSalesData gives you a LOOKUP ITEM button that lets you pull up all customers that purchased a particular item within a date range you specify. You can use this key sales information to up-sell and cross-sell your customers. Click Here to see a video example of this feature.
+ Convert Act! Opportunities to QuickBooks Transactions (Act! 2010 and higher)
If you are running Act! 2010 or higher, your Act! users can create Opportunities in Act! that can be converted directly to QuickBooks transactions when they are sold. We synchronize the QuickBooks Item list into the Act! product list, so when Act! users are adding products to their Opportunity, they are actually picking items from the QuickBooks Items list. When sold, someone in the back office that has QuickBooks and Act! on their computer can pull up that Opportunity and quickly convert it to a QuickBooks transaction (invoice, sales order, etc.). Click Here to see a video example of this feature.
+ All data resides in Act! fields and synchronizes out to Act! remote databases
We are the only QuickBooks Link solution that imports data into the Act! database. That gives you the ability to use this information in Act! lookups, include it in the Contact List view, Reports and Dynamic groups. And because we store it in the Act! database, all of this information syncs out to remote Act! databases, so your salespeople that are on the road will have this information at their fingertips.