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 email@example.com or submit a Contact Us Form at this link to discuss the link for your business or to get a quote!
ACT! – Act! Premium v18 or Newer
QB – QuickBooks 2012 or Newer of Pro, Premier and Enterprise
Using DataPlus Act! Link for QuickBooks, Act! users access critical and statistical information. Specifically from QuickBooks to 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
Also with the DataPlus Link, 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
In addition with the DataPlus Link, 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 is where custom fields are shared between Customer, Vendor and Employees from QuickBooks.
QuickBooks Transactions are imported to Act! Opportunities.
Drill Down – Using DataPlus, you can lookup Customer. Then drill down and deep dive to specific transactional data. For instance Invoices, Quotes, Estimates, Payments etc.
Take your Business to the next level. With the efficiency of seamlessly linking your CRM and accounting data together. With the Act! for QuickBooks Link by DataPlus your Act! and QuickBooks programs communicate to eliminate double-entry. Thus making your Act! users more productive and informed.