ACT! to QuickBooks Link
Turn your business processes into profit with one small link
The Xact Link for ACT! and QuickBooks is a simple plug-in application that allows you to combine your existing financial and non-financial customer information to create a 360° customer view from within a single application.
This ‘front to back office integration’ amalgamates customer information (datasets) and brings together disconnected processes – such as the estimate-to-order and order-to-cash cycle. It’s the first fully integrated link for ACT! and QuickBooks, and allows for the creation of estimates, orders and invoices direct from ACT! – creating a complete and accessible customer history for all staff to use.
Where customer data is not integrated effectively, business process are usually punctuated by errors, delays, manual intervention and paperwork. This will impact negatively on overall customer service as well as increase transactional costs on an exponential basis.
But one small link will see ACT! and QuickBooks users reaping the benefits of a fully integrated CRM application, enabling them to:
How your business will benefit?
Eliminate dual entry of records. Import QuickBooks account records, in bulk, or individually into ACT! to immediately populate ACT! with established records from accounts. A link is created between the ACT! record and the QuickBooks record so that updating from either application is simple.
Establish straight-through processing practices between the sales team (front office) and the accounting team (back office). Thus smoothing the sales process, reducing the overhead and inefficiency of passing verbal or written instruction from sales to accounts.
Enable sales and administration staff to create estimates, orders and invoices from the front office. Ease the load on accounting staff and empower the sales team to complete sale documentation independently. This process does not compromise the integrity of accounting processes that should remain under accounting staff control. e.g. preventing the sales staff from deleting invoices.
Provide customer facing sales staff with the ability to onitor a customer’s account, with aged receivables details (30, 60, 90 day display). Allows sales staff to assist accounts with credit control tasks and getting on top of overdue accounts at the time a customer is on the phone requesting another order.
Key features of the link
Import QuickBooks customer records into ACT! using the ‘auto-linking’ feature, matching records by company or by contact.
Export and link ACT! contact records as customer records in QuickBooks.
Update QuickBooks customer details from within ACT!
Create a new customer record in QuickBooks from an ACT! record with the click of a button.
Attach estimates and invoices to History tab in ACT! and email to your customer as a secure pdf attachment. Even add comments, or further attachments before sending.
Create estimates, orders and invoices from within ACT!
Save estimates, orders and invoices from QuickBooks against the ACT! record.
View aged receivables from ACT!
Integrated with the ACT! Opportunities and Sales process. You can prepare an estimate for your prospects from ACT! using the up-todate Item List from QuickBooks so that you and your sales staff are quoting with accurate information across the organisation.
The Xact Link for ACT! and QuickBooks has the same system requirements as ACT!
The Xact Link for ACT! and QuickBooks is compatible with the following versions of ACT! Pro and ACT! Premium:
- ACT! 12.0 (ACT! 2010)
- ACT! 13.0 (ACT! 2011)
- ACT! 14.0 (ACT! 2012)
- ACT! 15.0 (ACT! 2013)
The Xact Link for ACT! and QuickBooks is not compatible with ACT! Premium for Web
The Xact Link for ACT! and QuickBooks is compatible with the following versions of QuickBooks:
- QuickBooks Pro, Premier and Enterprise 2012/2013
- QuickBooks Pro, Premier and Enterprise 2011/2012
- QuickBooks Pro, Premier and Enterprise 2010/2011
- QuickBooks Pro, Premier and Enterprise 2009/2010
- QuickBooks Pro, Premier and Enterprise 2008/2009
The Xact link form ACT! and QuickBooks is compatible with the following operating systems: 32-bit Windows XP, 32-bit and 64-bit Windows Vista, 32-bit and 64-bit Windows 7. Windows Server 2003 and Windows Server 2008 including Small Business Server.