Any additional users using this type of connection will consume a license. Once installed the Link adds a new Tab to the ACT contact detail screen, it also adds a new Menu item under the ACT Tools menu.ĭepending on the setup, for local connection where ACT and QB resides on the same machine, the link will work through the installed QB therefore uses one license QB on this machine can still be operated alongside the link uses the same license ‘slot’. Reporting functionality such as Sales History, Customer Distribution Map, Stock on Hand. Use an auto link wizard to establish a connection between your existing ACT! and QuickBooks customers.
#Xact support pdf
Use customized templates to print out, create PDF files or Email customer’s sales records from within ACT! View and create new vendor Purchase Orders.Ĭonverts ACT! Opportunities to a QB Estimate
View customer Estimates, Sales Orders, Invoices and Sales Receipt for a given QuickBooks customer from within ACT!Ĭreate customer Estimates, Sales Orders, Invoices and Sales Receipt from within ACT! Update a QuickBooks customer record directly from within ACT!Ĭreate a new QuickBooks customer record from within ACT! Link any ACT! contact(s) to an existing QuickBooks customer and vendor record. Import QuickBooks customer records into ACT!Įxport ACT! contact records to QuickBooks
The link adds the following features to ACT: What other features does the link provide? The idea is to streamline the process of creating Customers and managing their information within the business as well as providing the front office staff with controlled access to customers financial data so that the staff can serve the customers more efficiently. What is the goal behind linking ACT with QB accounting products? The link connects ACT with your QB accounting product, by doing so it provides the ability to create QB Customer Records from ACT in addition to exposing some of QB accounting software functions to ACT. Xact Link for Act & QuickBooks is an add-on for the popular ACT contact Management system the Link is developed by Xact software solutions. What is Xact Link for Act! and QuickBooks?
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