Act! Advantage introduces a seamless accounting integration as one of its many new features, and the top two tiers include it for free. If you' use Act! Advantage Professional or Ultimate in a web browser, the new Accounting Link provides a summary at a glance and detailed visibility of each customer’s quotes, orders, and invoices without opening your accounting solution. Save time & keep customer details consistent via import, link and/or update between Act! and MYOB, Xero, Reckon, QuickBooks Online & more.
Act! Accounting Link Features
- Adds an Accounting tab to the contact view and/or company view in Act!
- Import, link and/or update customer details between Act! & your accounting solution.
- View accounts receivable & amounts invoice per month at a glance.
- View quotes, orders, invoices & credits within Act!
- Data cached for best performance & refreshed instantly with a click.
- Easy setup that automatically adds required fields to your database.
Why Accounting Integration is important
By integrating your accounting and CRM programs, you can save time, access information more quickly and easily, and provide your staff with the account insight they require to be more educated and productive. The ability to see contacts as customers gives them fast access to information about the value of an account, including account status, product preferences, payment trends, and even annual business volume.
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Saves you time & effort every day: There will be no more duplication of labor, and you will avoid wasting time toggling between programs, allowing you to get more done.
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See your contacts as customers: Quickly see a fiscal profile of your business with each linked contact, helping you swiftly understand their value to your business.
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Part of your database: The Act! Accounting Link downloads the data into your database, allowing you to quickly access inside of Act! Advantage. This means you have the customer insights you need, when and where you need them.
Seeing is believing
Here are some examples of how the Act! Accounting Link works inside At! Advantage (Professional & Ultimate tiers only)
- Accounting Link Tab – Monthly Sales: The amount the current customer has been invoiced per month (excluding tax) for the current & previous calendar year are shown at the top left of the Accounting Link tab.
- Accounting Link Tab – Transactions: All quotations, orders, invoices and credits are shown in the bottom left of the Accounting Link tab.
- Accounting Link Tab – Line Items: All line items for the selected transaction are shown on the bottom right of the Accounting Link tab.
