Link for ACT! & QuickBooks
Some popular features include:
All the important QuickBooks information appears in your ACT! database (click to view)
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!
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.
List of main features:
| Import QuickBooks records into ACT! |
 Import of individual QuickBooks contacts/companies into ACT! |
| Mass import of QuickBooks contacts/companies into ACT! |
| Linking records between ACT! and QuickBooks |
| Link ACT! contacts/companies to QuickBooks records individually |
| Mass link of ACT! contacts/companies to QuickBooks records |
| Create a new QuickBooks record from an ACT! contact/company |
| Create ACT! records from QuickBooks records |
| Edit link |
| Remove link |
| Synchronization of information between ACT! and QuickBooks |
| Automatic synchronization/update |
| Manual synchronization/update |
| Map fields to be updated/synchronized |
| Synchronization preference |
| Real-time views of QuickBooks data in ACT! |
| View QuickBooks transactions within ACT! (Invoices, Estimates, Sales Receipts, Sales Orders, Payments, and Credit Memos) |
| Drill-down view of QuickBooks transactions within ACT! (Not including Payments, Memos and other fields in the invoice) |
| Summary view of QuickBooks financial information in ACT! |
| View a list of QuickBooks items purchased from within ACT! |
| Security |
| Restricts access to QuickBooks integration functionalities based on security levels |
| Cross-Application Workflow |
| Create accounts receivable transactions from ACT! (Â Invoices, Sales Receipts, Estimates, Sales Orders, Receive Payment and Job) |
| Import QuickBooks product/pricing list into ACT! |
| Convert ACT! Opportunities to QuickBooks transactions (Invoices, Sales Orders, etc.) |
| Lookups/Reporting |
| Lookup QuickBooks transactions/information from ACT! |
| Filter the list of QB transactions in ACT! (by date, transaction types, etc.) |
| Create Dynamic Groups in ACT! based on QuickBooks data |
| Lookup Customers by Items Purchased from within ACT! |
| Create ACT! Dashboards, and Reports using QuickBooks data |
| Other |
| Synchronizing QuickBooks data in ACT! to remote ACT! databases |
| Map QuickBooks data in ACT! to smartphones |
System Requirements
Sage ACT!
Works with the following US, Canada and UK versions of Sage ACT!:
- ACT! 2012 Pro and Premium
- ACT! 2011 Pro and Premium
- ACT! 2010 Standard, Premium and Corporate Edition
QuickBooks
Works with the following US VERSIONS of QuickBooks:
- QuickBooks 2012 Basic, Pro, Premier and Enterprise
- QuickBooks 2011 Basic, Pro, Premier and Enterprise
- QuickBooks 2010 Basic, Pro, Premier and Enterprise
- QuickBooks 2009 Basic, Pro, Premier and Enterprise
- QuickBooks 2008 Basic, Pro, Premier and Enterprise
- QuickBooks 2007 Basic, Pro, Premier and Enterprise
Works with the following CANADIAN and UK VERSIONS of QuickBooks:
- QuickBooks 2012 Basic, Pro, Premier and Enterprise
- QuickBooks 2011 Basic, Pro, Premier and Enterprise
- QuickBooks 2010 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
