Events
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| Quickbooks Integration with ACT!
Take your business to a new level of efficiency by linking your ACT! and Quickbooks applications together.
Having separate ACT! and Quickbooks databases can be a major source of inefficiency and duplicate work. With our Quickbooks link for ACT! you eliminate double-entry and make your ACT! and Quickbooks users more productive.
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We will go over the following features:
- Link ACT! Records to Quickbooks Customers
- Create Quickbooks Customers from Records in ACT!
- Push Address Changes between ACT! and Quickbooks
- Create Quickbooks transaction (Invoice, sales order, estimate, etc.) from within ACT!
View Quickbooks Transactions from within ACT!
- View Quickbooks Items purchased from within ACT!
- View 5 years of Sales Totals, Past Due Balances, and other key sales metrics in ACT!
- Lookup Customers in ACT! by Item Purchased
- Convert ACT! Opportunities to Quickbooks Transactions (ACT! 2010 and higher)
- All data resides in ACT! fields and synchronizes out to ACT! remote databases
Approximately 60 minutes with a Q&A session included. Register below to attend:
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When I first called Softech Solutions, we were introduced to Jill Gibson Blyth. She asked a few direct questions and then asked if I would mind if she had control of my computer, so she could see the issues I was facing. I did so and it was amazing. Jill resolved those issues quickly. The next time I contacted Softech Solutions, it was for improvements and up-grading the software. Again they handled the task in a short amount of time. After that we had been in contact a couple of time via telephone and over the web. About two months later, I finally got to meet Jill, and again she offered valuable solutions. Softech Solutions has become a trusted resource for my company. Thanks for all of the support and assistance.
F. Abrahamson,
Business Owner |
