Mondo CRM now offers a link from Act! to Quickbooks.

10

Number of steps saved to enter a new customer in Quickbooks from Act!

6

Number of steps saved to find customer sales figures without leaving Act!

5

Number of steps saved when looking for which products a client bought

QSalesData exchanges data between both programs without manually re-keying the data between systems. From the Act! Screen, we can do the following:

Quickbooks invoices, sales receipts, estimates tied into Act!

View items sold to that customer based on Quickbooks data

All these fields are searchable in Act! to make lookups and dynamic groups


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QSales Data

QSales Data

Integrates Act! with Quickbooks.



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Description

QSalesData links Act! with Quickbooks.  As shown here, it will decrease duplicate data entry steps and bring data back to Act! for true analytics.