MondoCRM now offers a link between ACT! and Quickbooks.
PDF Data Sheet – Buy it Now – $159/PC
We found a program that exchanges data between both programs without manually re-keying the data between both of them. From the ACT! Screen, we can do the following:
- Link Records between ACT! and Quickbooks
- Synchronize Contact Data between ACT! and Quickbooks
- Create Quickbooks Customers from Records in ACT!
- Create Quickbooks Invoices, Estimates, Sales Orders from ACT!
- Create ACT! records from Quickbooks customer records
- View Quickbooks Sales Transactions in ACT!
- View Quickbooks Items Purchased in ACT!
- View the last 3 years of Sales Totals in ACT!
- View Past Due Balance information and Last Invoice Date in ACT!
- Configure/Map which fields push between ACT! and Quickbooks
- All data resides in ACT! fields and syncs out to remote databases
Quickbooks Invoices, Sales Receipts, Estimates tied into ACT!
You can also see all items sold to that client based on Quickbooks' data
QB Sales Data brings data into ACT! Contact fields for further analysis
