ACT! Link for use with QuickBooks provides a complete view of all customer interactions, so you can be more productive and make more insightful business decisions. By integrating your contact management and accounting applications, you have real-time access to complete customer information for handling inquiries and performing follow-up tasks, and you eliminate duplicate data entry so you can focus on closing more deals.

With ACT! Link for use with QuickBooks, ACT! users can access QuickBooks information within ACT! via the QuickBooks tab and get a complete view of all customer interactions. From within ACT!, your users can see Estimates, Invoices, Sales and Payments for any linked contact —providing a detailed view of the relationship history. 

Key Benefits:

• Easily Create Contacts: Create and edit Contacts in ACT! and link them to corresponding records in QuickBooks — and vice versa. Create a customer/vendor in QuickBooks from a current ACT! Contact, or import existing customers/vendors into ACT! from QuickBooks.
• Schedule Activities: Activities can be scheduled in ACT! for you or for any ACT! user in your company to take action on a QuickBooks transaction (Estimate, Invoice, Sale, Payment) and set an alarm as a reminder.
• Create Estimates and Invoices: Quickly create a QuickBooks estimate while in ACT! and have the ability to convert it to an invoice. You'll see both the estimate and invoice in the accounts receivable summary.
• View Customer Summary: View open balances, credit lines, past due balances, sales, and other transactions in the Customer Summary tab.