Combining the Power of Act and QuickBooks is easy with QSalesData
Many small businesses that use Act also use QuickBooks to keep track of their financial information. If you have a contact in Act and then you make a sale to that contact you typically have to re-type all of that information into QuickBooks.
Wouldn’t it be nice if you could get Act and QuickBooks to work together?
Allow me to introduce you to QSalesData: they make a link for QuickBooks and Act. QSalesData version 6.0 is compatible with Act 17 and QuickBooks 2015. With this tool you can enter information in one piece of software and have it synchronize to the other. Having noted that, the fact that it can save you some typing time is a minor point in comparison to what you can do with the link between Act and QuickBooks if you allow your Act imagination to run wild. Let me explain.
Imagine for a moment that you are in the ice cream business. If you have a surplus of chocolate ice cream and you need to find all the clients that love and have ordered chocolate ice cream in the past you can run a report in QuickBooks. Once you’ve run the report, you can print out a list of all those clients and then look up all of those clients in Act one at a time. Once you are on the contact, you can call them, email them or send them some type of letter informing them of your great sale on chocolate ice cream.
The problem with this approach is that it is very time-consuming. But what if you could look up all the people that bought chocolate ice cream from directly inside of Act? Because the contacts are pulled up inside Act you can now immediately send them all an email. What if you want to narrow down that list people that purchase both chocolate and vanilla on a regular basis? It can be done. QSalesData pulls all of your financial information into Act and from a sales and marketing point of view I find that to be an outstanding resource for most small businesses that use Act and QuickBooks. QSalesData offers a free trial and in my opinion is well worth the cost in the effort to get to know it.
If you need help with the setup give me a call
QSalesData is $159 per license and it will easily pay for itself in a short period of time. To learn more about it, please watch the video below: