Link ACT! and QuickBooks

ACT! and QuickBooks Link

QBSalesData Link for ACT!

Businesses are constantly striving to become more efficient. Having separate ACT! and Quickbooks databases can be a major source of inefficiency and duplicate work. That is where QBSalesData Link for ACT! fits in:

  • Link ACT! Company and Contact Records to Quickbooks Customers
  • Quickly create QB Customers from contacts in ACT!
  • Synchronize Contact info between ACT! and Quickbooks
  • Create Quickbooks Invoices from ACT!
  • View QB transactions from a tab in ACT!
  • View the last 3 Years of Sales Totals from a tab in ACT!
  • View Total and Past Due Balance information in ACT!
  • Key Sales Data resides in ACT! fields so your ACT! users won't need access to Quickbooks to view Sales Data in ACT!
  • All Data Synchronizes out to ACT! Remote Databases
Create Quickbooks Record from ACT!
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Link ACT! and QuickBooks
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View these QBSalesData Tutorials

Using the QBSalesData Tab Installer to add the QB Data tab and sales fields to your ACT! layout

Using the CREATE FROM QB feature to pull all of your Quickbooks Customers into ACT!

View more QBSalesData videos >>




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SPECIAL BONUS!

If you are an ACT! user with an active Swiftpage account and the QBSalesData link, contact us at (847) 520-0860 to receive a FREE Customer Past Due Invoice Swiftpage template. The template is ready to use right away without having to edit or add any information! View the template below.
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