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 for Quickbooks is what you need and that is where the QBSalesData Act Link for Quickbooks fits in!
ACT! LINK FOR QUICKBOOKS – QSALESDATA SYSTEM REQUIREMENTS
ACT! – ACT! V21, ACT! V22, ACT! V23
Note: The QBSalesData feature that lets you convert Act! Opportunities to QB Transactions requires Act! 2010 or higher.
QB – Quickbooks 2007 or higher of Basic, Pro, Premier and Enterprise
Note – Not designed to work with Web Clients of Act! and QB
ACT! LINK FOR QUICKBOOKS QSALEDATA FEATURES
-> Link Act! Records to Quickbooks Customers
-> Create QuickBooks Customers from Records in Act!
-> Push Address Changes between Act! and QuickBooks
-> Create QuickBooks transactions (invoice, sales order, estimate, etc.) from within Act!
-> View QuickBooks Transactions from within Act!
-> View QuickBooks Items purchased from within Act!
-> View 5 years of Sales Totals, Past Due Balances, and other key sales metrics in Act!
-> Lookup Customers in Act! by Items Purchased
-> Convert Act! Opportunities to QuickBooks Transactions (Act! 2010 and higher)
-> All data resides in Act! fields and synchronizes out to Act! remote databases
Link Records Between Act! and Quickbooks
Using the Link Wizard, you can quickly run through your Act! database and link Companies and/or Contacts to Quickbooks Customer Records.
Create New Quickbooks Customers from Act!
When your Act! Prospect places their first order, simply click on the Create QB Customer Button on the Act! toolbar to use the contact information to create a new Customer Record in Quickbooks and link it to the Act! Record.
The Link Adds Contact and/or Company Fields To Your Act! Database* That Will Synchronize Quickbooks Data(*Act! Layout Customizations Will Be Required)
Each user will be able to view the fields in the layout even if they don’t have Quickbooks or the link installed on their computer.
The QB Invoices Tab Displays The Last 3 Years Of Invoices, Estimates, Payments and Credit Memos for the ACT! Record.
Double-Click on any invoice to display the invoice detail. Each user who needs access to the Invoices Tab will need to purchase and Additional User license. The user does not need Quickbooks installed on their computer to use this feature.
The Act! Link for Quickbooks worksheet below is meant to assist you with deciding how many additional QSalesData licenses you need to purchase for your company. Note that you need to have at least one QSalesData license installed on a machine that has both Quickbooks and Act! installed to have this functionality.
NOTE: If you want to run the automatic nightly transaction sync program on your server, you will need to purchase a QSalesData license for the server as well.
Refer to the worksheet to see the different features available depending on if you have QSalesData and Quickbooks installed on your computer. QSalesData is licensed per workstation.
Annual Maintenance: Your first year of software maintenance is included in your license price. This gives you QSalesData updates throughout your first year as new versions of Act! and QuickBooks are released. After the first year, maintenance of $30 per license is available on an annual basis.
Maintenance renewal is recommended, but not mandatory. If you let your maintenance expire, your QSalesData program will still work as is, but you will not be able to apply any updates, or receive any phone or email support. Expired users will need to pay $99 per QSalesData license to upgrade and reinstate their maintenance/support at a later time.