Linking your ACT! database to your accounting system will allow you to see the financial information you need for a full view of your relationship with a client.
Your ACT! database will give you a lot of information about your clients, including file notes and histories, open sales opportunities, open follow up tasks and all email correspondence. BUT, it doesn't tell you how much they have spent with you this month or this year. OR, it doesn't tell you whether or not that client's account has been paid or put on hold!
This sort of information is valuable to sales people and other users in a business that are mostly working from ACT!.
If you use a common small business accounting package there are solutions available with the ACT! to MYOB link, the ACT! to QuickBooks link and the ACT! to Xero link. However, for businesses that are using a more specialised accounting package, 'off the shelf' links aren't available.
In these situations, it is often still possible to link an accounting system to ACT!.
Firstly, when linking your accounting system to your ACT! database you need to identify what information you want to come into your ACT! database. For many businesses, some general summary information is all that's required..
This information usually includes:
- Account Status
- YTD Sales
- MTD Sales
After deciding what information would be useful to display in ACT!, you need to organise your accounting system to provide an exported file, on a regular basis that contains this information. Then using some 3rd party software this information can be merged onto the corresponding records in ACT!.
Below is a video demonstrating how this can be done.