QuickBooks Online in Act! for Web

Link for Act! CRM is the original and only live connection to selected QuickBooks accounting products for Act! for Web.

Your customer-facing staff and sales people can access sales data, check customer balance and even create invoices and estimates - all from within Act!. A complete workflow solution with 'contained' access to your financial data in QuickBooks.

Try it now!

Click here to request a test-drive Act! for Web with QuickBooks Online Link.

Features

QuickBooks tab

Access QuickBooks customer record and sales transaction within Act!

Sales Transaction

View QuickBooks estimate and invoices in 1-click

Create estimate/invoice

Create or edit sales transaction with easy to use "search as you type" product list.

Transaction is recorded 'live' as soon as it is saved.

Print or preview document

The same PDF document produced by QuickBooks Online, can be print previewed or saved in Act! document tab.

Email invoice

Directly send estimate or invoice to the customer.

Import customer

No more re-entering the same detail twice!

Xact Link for QuickBooks provide all the tools you need to manage your customer data;
Create QuickBooks customer from an Act! contact and vice-versa, can be done easily in no time at all.

Link or create QuickBooks customer

Linking has never been easier with "Smart Link"!

With Smart Link, Xact Link for QuickBooks can automatically perform search for a matching customer record in QuickBooks.

Contact Integration - A "QuickBooks" tab within Contact details view, no need to open multiple browser or browser-tabs.
Customer overview allows sales and manager to get a live snapshot of the current customer info and sales progress.

"SmartLink" - Links to an existing customer record in QuickBooks Online with just a few clicks.
Create and Update a QuickBooks customer record from an Act! contact.
Import a QuickBooks customer to Act! can be done easily with search-as-you-type process.

Sales transaction shows the customer's list of estimates and invoices, including progress and payment status.
View, create and modify estimate or invoice, right from within Act!
Search as you type allows you to quickly find item and add sales lines.

Print, Email, or Attach the PDF using the template you have in QuickBooks Online, all with just a few clicks.

Requirements

Act! for Web version 20.1 and newer
QuickBooks Online account

Live Demo

Request a test-drive Act! for Web with QuickBooks Online Link

Request QBO Link Demo

Pricing

Act! Link for QuickBooks Online is currently only available for North America.

United States and Canada

Purchase

Please contact us for purchase information. We will get back to you as soon as possible.

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