LINK YOUR COMPANY’S ACT! CRM SOFTWARE TO QUICKBOOKS ACCOUNTING SOFTWARE
With the Act! Link for Quickbooks take your business to a new level of efficiency by linking your Act! and QuickBooks software applications together.
Having separate Act! and QuickBooks databases can be a major source of inefficiency and redundant work. An Act! link to QuickBooks is what you need and that is where the DataPlus Link for Act! fits in! Contact our Act! to QuickBooks link expert Renee at firstname.lastname@example.org or submit a Contact Us Form at this link to discuss the link for your business or to get a quote!
ACT! LINK FOR QUICKBOOKS – DATAPLUS SYSTEM REQUIREMENTS
ACT! – ACT! Premium v18 or Newer
QB – Quickbooks 2012 or Newer of Pro, Premier and Enterprise
QB to Act! FEATURES
Using DataPlus, Act! users access critical and statistical information from QuickBooks in Act fields for Customers, Vendors and Employees!
-> Company and Contact Level
-> Customer and Vendor Contact linked to Company
-> New Customers, Vendors, Employees in QuickBooks, that are not in Act! are pushed to Act! throughout the day
-> Statistical data pushed daily
-> Act field data available to network, web, mobile and remote users
Act! to QB FEATURES
Using DataPlus, Act! users can push data from Act! to QuickBooks
-> Create Customer, Vendor and Employee from Act!
-> Edit Customer and Vendor from Act!
-> Create Invoice from Act! Opportunity
-> Create Invoice from Act! custom tables
-> Create Receipt from Act! custom tables
-> Create Invoice from DataPlus tables linked to 3rd party applications
-> Create Sales Order
Drill Down FEATURES
Using DataPlus, Act! users can data-mine a wealth of information from QuickBooks
-> Drill down “live” data is available for all years from QuickBooks
-> Security access controls for QuickBooks data in Act!
-> QuickBooks drill down data remains in your network (don’t let your critical accounting data leave the office)
Financial History custom fields are shared between Customer, Vendor and Employees from QuickBooks.
QuickBooks Transactions Imported to Act! Opportunities
Drill Down – Using DataPlus, you lookup Customer, then drill down and deep dive to specific transactional data. Invoices, Quotes, Estimates, Payments etc.