ACT! SOFTWARE SALES

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• SAVE 10% OFF YOUR ENTIRE ORDER - Use Discount Code SAVE10 at Checkout




Make your Business More Efficient
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 QBSalesData Link for ACT! fits in!


ACT! QUICKBOOKS LINK

	QSalesData - ACT! Link for QuickBooks (MSRP $159.00) Code:QSALESDATA Price: $159.00 Quantity in Basket: none
	QBSalesData Setup Services Code:ACTQBBASESS Price: $325.00 Quantity in Basket: none
	QBSalesData Additional Computer Setup Services Code:ACTQBUSERSS Price: $50.00 Quantity in Basket: none

SYSTEM REQUIREMENTS
ACT! - ACT! 2010 (v12), ACT! 2011 (v13), ACT! 2012 (v14), ACT! 2013 (v15)
QB - Quickbooks 2007 or higher of Basic, Pro, Premier and Enterprise
Note - Not designed to work with Web Clients of ACT! and QB

LINK FEATURES - Watch the Features Video
-> Link ACT! Company and Contact Records to Quickbooks Customers
-> Quickly create QB Customers from contacts in ACT!
-> Quickbooks sales data synchronizes to linked records in ACT!
-> View QB Invoice 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 remote ACT! databases


Link Records Between ACT! and Quickbooks - Watch the Linking Video
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 (*Layout Customization 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.   (*Layout Customization Will Be Required)
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.

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