ACT! & QB Link

Sync ACT! & QuickBooks!

Some popular features include:

View QuickBooks accounting information directly into Sage ACT!

All the important QuickBooks information appears in your ACT! database (click to view)

Filtering of QuickBooks Transactions

Sort QuickBooks transactions with filters, including Credit Memo, Invoices, Estimates, Sales Receipts, Sales Orders, Payments, and more! (click to view)

View QuickBooks Items in ACT!

View QuickBooks Items in ACT!

View QuickBooks Items Descriptions in ACT!

Everything in the QB Transactions and QB Items tabs is available from within the ACT! database. You don't need QuickBooks installed on the computer to see this information. You just need a license of this add-on installed. And the data synchronizes out to ACT! Remote Databases.

ACT! and QuickBooks Link Pricing

 

 

 

 

List of main features:

 

Import QuickBooks records into ACT!  
x Import of individual QuickBooks contacts/companies into ACT! QB
x Mass import of QuickBooks contacts/companies into ACT! QB
Linking records between ACT! and QuickBooks  
x Link ACT! contacts/companies to QuickBooks records individually QB
x Mass link of ACT! contacts/companies to QuickBooks records QB
x Create a new QuickBooks record from an ACT! contact/company QB
x Create ACT! records from QuickBooks records QB
x Edit link QB
x Remove link  
Synchronization of information between ACT! and QuickBooks  
x Automatic synchronization/update (additional add-on required) QB
x Map fields to be updated/synchronized QB
x Synchronization preference  
Real-time views of QuickBooks data in ACT!  
x View QuickBooks transactions within ACT! (Invoices, Estimates, Sales Receipts, Sales Orders, Payments, and Credit Memos)  
x Drill-down view of QuickBooks transactions within ACT! (Not including Payments, Memos and other fields in the invoice)  
x Summary view of QuickBooks financial information in ACT!  
x View a list of QuickBooks items purchased from within ACT!  
Security  
x Restricts access to QuickBooks integration functionalities based on security levels  
Cross-Application Workflow  
x Create accounts receivable transactions from ACT! (Invoices, Sales Receipts, Estimates, Sales Orders, Credit Memos...) QB
x Import QuickBooks product/pricing list into ACT!  
x Convert ACT! Opportunities to QuickBooks transactions (Invoices, Sales Orders, etc.)  
Lookups/Reporting  
x Lookup QuickBooks transactions/information from ACT!  
x Filter the list of QB transactions in ACT! (by date, transaction types, etc.)  
x Create Dynamic Groups in ACT! based on QuickBooks data  
x Lookup Customers by Items Purchased from within ACT!  
x Create ACT! Dashboards, and Reports using QuickBooks data  
Other  
x Synchronizing QuickBooks data in ACT! to remote ACT! databases  
x Map QuickBooks data in ACT! to smartphones  
   
*QB require the QuickBooks client to be installed and open on the workstation  

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* version 3.x       

Screenshots

ACT! and QuickBooks Link Screenshots

Older versions: version 1.2 / version 1.5 / features

System Requirements

Sage ACT!

Works with the following US, Canada and UK versions of Sage ACT!:

  • ACT! 2011, 2012 & 2013, Pro and Premium
  • ACT! 2010 Standard, Premium and Corporate Edition

QuickBooks

Works with the following US VERSIONS of QuickBooks:

  • QuickBooks 2007 through 2013 Basic, Pro, Premier and Enterprise

Works with the following CANADIAN and UK VERSIONS of QuickBooks:

  • QuickBooks 2010 through 2013 Basic, Pro, Premier and Enterprise

Compatible with 32-bit and 64-bit Operating Systems
Works with Windows XP, Windows Vista and Windows 7 operating systems

Requires US or Canada or UK Versions of ACT! and QuickBooks

Note: Not designed to work with Web Versions of ACT! and/or QB

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