Products

Centralize information for a complete view of customer and vendor interactions:

• View QuickBooks Accounts Receivable for a history and details of every transaction¹
• Use QuickBooks Customer Summary for a snapshot of customer status
• Stay on top of bills by tracking vendor status

Take action using real-time contact and accounting information so you can be more productive.

• Schedule activities in ACT! for QuickBooks transactions² that require follow-up
• Easily Create³ an Estimate or Invoice while in ACT!

Eliminate duplicate data entry and save time when you link ACT! and QuickBooks and share contact information

• Import and update QuickBooks customers and vendors into ACT! at one time
• Create and Edit⁴ customer and vendor links between QuickBooks and ACT!

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ACT! Link for use with QuickBooks® 3.2 is compatible with the following ACT! solutions:

• ACT! by Sage 2009 (11.0.0)
• ACT! by Sage 2008 (10.0.1, 10.0.2, 10.0.3) and ACT! by Sage Premium 2008 (10.0.1, 10.0.2, 10.0.3)
• ACT! by Sage 2007 (9.0.1) and ACT! by Sage Premium 2007 (9.0.1)

Note: ACT! Link for use with QuickBooks 3.x is not compatible with Windows Vista™.

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1 QuickBooks data cannot be viewed or edited from ACT! Premium for Web, ACT! for Palm OS, ACT! Link for Palm OS, or ACT! Link for Pocket PC.
2 Users must prompt ACT! to search for new or pending QuickBooks transactions. Activities will then be scheduled.
3 Requires the appropriate security permissions in both ACT! and QuickBooks.
4 No more than one ACT! database should be linked to a QuickBooks database at any given time. See Usage Recommendations for additional information.

Why choose ACT! over QuickBooks Customer Manager?

• Contact Centric – Everything in ACT! is related to a contact record. Contact details, calendars, sales opportunities, task, notes, e-mails, and more can be found in one place. In addition, you can schedule activities with multiple contacts and schedule activities for other users.
• Complete Contact History – ACT! provides a complete history on every contact record. At the end of a week/month/year, you can see not only how you spent your time, but with whom and what the result was.
• Quick Access to Information – Searching capabilities range from simple Lookups to advanced searches using numeric ranges. You can perform lookups on any field, look up by example, or use Keyword Search. With QuickBooks Customer Manager, users only have a Keyword Search capability.
• Group Collections of Contacts – Organize collections of related contacts and review all notes, history, and activities on the master Group or Company record. Organize using 15 levels of hierarchy for Groups and Subgroups. QuickBooks Customer Manager uses Groups functionality similarly to the ID/Status field in ACT!.
• Calendar and Activity Management – Schedule Calls/Meetings/To-dos plus add custom activities and use three priority types for each of those activities, with the option to add two more. QuickBooks Customer Manager only allows for tracking appointments and to-dos. The ACT! calendar offers Daily, Weekly, Work Week, and Monthly calendars as well as Task List for viewing activities. QuickBooks Customer Manager only offers Daily, Weekly, Monthly and Task List.
• Robust Reporting – Use 40 standard reports, including more than 20 focused on Sales, or create your own using the Report Designer. QuickBooks Customer Manager does not offer reporting capabilities.
• Opportunity Tracking and Management – Track sales from initial inquiry through close and generate instant quotes and status reports along the way. QuickBooks Customer Manager does not offer the ability to track sales opportunities.
• Communication – Flexible built-in communications tools allow you to quickly create letters or e-mails to one contact or perform a mail merge to multiple Contacts or Groups so you can send personal communications to prospects and customers. ACT! provides more than 10 letter templates, as well as the ability to create new letter templates and edit existing letter templates. QuickBooks Customer Manager does not provide as many templates or the ability to edit templates.
• E-mail Integration – ACT! includes a built-in e-mail client (POP3/SMTP) or can integrate with Microsoft Outlook® Express, Microsoft Outlook, or Eudora®. QuickBooks Customer Manager offers no direct integration, but it does allow drag-and-drop of e-mails to attach them to contacts.
• Multi-User Option – ACT! works in single and multi-user environments to accommodate growing organizations that require data sharing. QuickBooks Customer Manager only accommodates 1-5 users and sharing must occur via synchronization.
• Customization – It’s easy to add fields, customize menus, or layouts, use advanced field types such as yes/no, memo, or picture fields, and make any field a drop-down to adapt ACT! to your organization’s unique needs. With QuickBooks Customer Manager, you can add fields but you are limited to a list-type presentation.
• Security – ACT! offers contact access permissions and security features that are easy to use. QuickBooks Customer Manager offers public and private contact records, but not limited access.
• Mobility – Take complete ACT! contact information, including notes and history with you on your Palm OS® or Pocket PC device⁶. QBCM does not allow you to synchronize information to your device.

^{5 Requires Microsoft® Word and Excel® 2000, 2002, 2003.
6 Works with Palm OS 3.5-5.4 and Pocket PC 2000/2002/Phone Edition (Windows CE 3.0); Windows Mobile 2003 for Pocket PC (Windows CE 4.0 and 4.20.0). (Excluding Smartphone Operating Systems)}