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QSalesData--linking ACT! and Quickbooks

 

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 this Quickbooks link to ACT! you eliminate double entry and make your ACT! and Quickbooks users more productive.

Seeing all of your key customer information on one screen, brings CRM capability to small companies at a price they can afford.

 

Key Features of our QuickBooks Integration for ACT!

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+ Link ACT! Records to QuickBooks Customers

Use our Customer Link Wizard to link all of your ACT records to QuickBooks customers. Click Here to see a video example of this feature.

+ Create QuickBooks Customers from Records in ACT!
The days of double-entry are gone! Click on a button on our QSalesData toolbar and create a customer in QuickBooks using the Contact record in ACT!.

+ Push Address Changes between ACT! and QuickBooks
You no longer need to make your address changes in 2 places. Once you get QSalesData implemented, you simply tell your users to make all of their address updates in either ACT! or QuickBooks, and then once a day or once a week you can run our Contact Data Sync program to push the addresses from ACT! to QuickBooks or vice versa.

+ Create QuickBooks transactions (invoice, sales order, estimate, etc.) from within ACT!
Using the QSalesData toolbar, you can pull up a customer in ACT! and quickly create transactions in QuickBooks.

+ View QuickBooks Transactions from within ACT!
We add a QB Transactions Tab to ACT. This is one of the most powerful features of the QSalesData product. You can give you ACT! users access to QuickBooks transaction data without giving them access to QuickBooks. Our product imports the QuickBooks transactions (invoices, estimates, payments, etc.) into a tab in ACT! called QB Transactions. The ACT! user can quickly see all of the transactions for that customer, and they can even double-click on the transactions to see the line item detail. All without having QuickBooks on their machine.

+ View QuickBooks Items purchased from within ACT!
We add a QB Items tab to ACT. Pull up a customer in ACT!, and you can quickly see all of the Items they have purchased recently. You can't even get this information from QuickBooks. QuickBooks makes you double-click on each invoice to see what they purchases. This is a huge time saver!

+ View 5 years of Sales Totals, Past Due Balances, and other key sales metrics in ACT!
We add a QB Data Tab to your ACT! Layout. You can quickly evaluate the sales of a customer. Never again sell more goods or services to a customer that has past due balances. Your ACT! users can actually help you collect because they can see the past due balance info right in ACT!. You can also quickly see key metrics like Last Invoice Date, First Invoice Date, Average Sales Amount and Lifetime Sales Amount.

+ Lookup Customers in ACT! by Items Purchased
Target market like never before. QSalesData gives you a LOOKUP ITEM button that lets you pull up all customers that purchased a particular item within a date range you specify. You can use this key sales information to up-sell and cross-sell your customers.

+ Convert ACT! Opportunities to QuickBooks Transactions (ACT! 2010 and higher)
If you are running ACT! 2010 or higher, your ACT! users can create Opportunities in ACT! that can be converted directly to QuickBooks transactions when they are sold. We synchronize the QuickBooks Item list into the ACT! product list, so when ACT! users are adding products to their Opportunity, they are actually picking items from the QuickBooks Items list. When sold, someone in the back office that has QuickBooks and ACT! on their computer can pull up that Opportunity and quickly convert it to a QuickBooks transaction (invoice, sales order, etc.).

+ All data resides in ACT! fields and synchronizes out to ACT! remote databases
We are the only QuickBooks Link solution that imports data into the ACT! database. That gives you the ability to use this information in ACT! lookups, include it in the Contact List view, Reports and Dynamic groups. And because we store it in the ACT! database, all of this information syncs out to remote ACT! databases, so your salespeople that are on the road will have this information at their fingertips.

 

Click here for QSalesData Brochure

 

Click here to view QSalesData video

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What's New

November, 2017
Sage BusinessWorks 2018 is now available. See more details here.

July 2017
Swiftpage enters beta testing of ACT! version 20

March 2017
Swiftpage releases Act! version 19.1 (2017). Includes significant fixes to the initial release..

February 2017
Sage releases BusinessWorks 2017 service pack 2, with 2017 tax tables.

August 2016
Swiftpage releases Act! version 18.2. We have tested Sage BusinessWorks link through version 2017 with all desktop versions of Act! through 18.2 and found no issues--even though Sage no longer supports the link.

May 2016
Swiftpage releases Act version 18.1

March 2016
Sage releases Service Pack 9 for BusinessWorks 2015

July 30, 2015
Swiftpage releases statement about the compatibility of Act! with Windows 10 and the precautions to take before upgrading to it. See it here.

July, 2015
Act! version 17.2 released by Swiftpage. This release adds important new features and fixes issues with prior versions.

April, 2015
Swiftpage announces major product restructuring--Act! to be available on-site or in the "cloud", purchase or subscription.

January, 2015
Swiftpage releases Act! verson 17.1 to beta testers. This release has feature enhancements and solutions to problems found in prior versions.

November, 2014
Sage BusinessWorks 2015 is released. There are new reports, functionality enhancements, and problem fixes from the 2013 version. See release notes.

October, 2014
Swiftpage releases ACT! version 17: with integrated emarketing, which adds automation, send as, and more; the ability to attach documents from places like DropBox, Sharepoint and Google Drive, to fully connect you to where you store your documents; enhancements to web and mobile like CSV import and attaching a photo directly from your mobile device. - See more

July, 2014
Don Joseph announces merger of our Sage accounting with Sue Dunn at MicroAccounting Solutions and our ACT! practice with Brainsell Technologies, LLC to assure support for NCG's clients.

June, 2014
Northbrook Consulting Group forms alliance with Brainsell Technologies, LLC for ACT-related products and services. More to come.

May, 2014
Swiftpage announces future vision for ACT!, including summer release of ACT! Cloud and redesigned ACT! Hosted

April, 2014
Swiftpage releases ACT! version 16.1 with new features and problem fixes. Included is ACT! e-marketing, other new features, and maintenance upgrades.

March, 2014
Swiftpage releases beta of ACT! e-marketing and announces features for release 16.1 in April, 2014.

Febuary, 2014
Swiftpage announces plans for the all-new Act! Cloud, a direct-to-market, SaaS-only offering primarily targeted at entrepreneurs and micro/small business owners.

January, 2014
Northbrook Consulting Group's merger with Sue Dunn's firm (JDI Inc.) brings the gamut of Sage solutions to our clients. We can now sell and support Sage 100, Sage 200, Sage CRM in addition to Sage BusinessWorks, Sage 50, and ACT!.

July, 2013
Sage BusinessWorks 2013 is released

April, 2013
Featured Add-on of the month: QSalesData, allows connection of ACT! and QuickBooks--true CRM capabilities at a small business price.

October, 2012
ACT! HOSTED brings ACT! to the cloud. Northbrook Consulting Group brings it to you/

November 2011
Don Joseph receives certification as ACT! Premier Trainer and Sage BusinessWorks Certified Consultant.