781-728-9777 tony@365ActTips.com

QSalesData makes a link that connects act and QuickBooks that in my opinion is a must have if you use both act and QuickBooks.

QSalesData-LogoFor many people, the attraction of this inexpensive $150 add-on for act is that it eliminates some typing. In other words, you can put the contact information in one place and have it appear in the other software. If that is the extent to which you find this package attractive, I personally think you are missing the power of this connection.

Allow me to give you an example.

Imagine for a moment that you are in the ice cream business and you have a glut of strawberry ice cream that you need to move quickly. Wouldn’t it be nice to do a lookup in act of all of the people that have recently purchased strawberry ice cream from you and then have the ability to either call them or send them a quick email, asking them to place an order? The QuickBooks link for act allows you to view invoices within act and search for items via QuickBooks as well.  I help teach my clients both act and QuickBooks software and I can show you how to make the most of this tool. The great thing about this tool is a can also show you who has and has not recently ordered from you. The potential for this tool in combination with act is unlimited. I highly recommend it.

Here is a short video introducing you to the power of QSalesData:

 

Originally posted 2016-02-17 18:05:00.