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Act! Accounting Link
Supports integration with Xero, QuickBooks, and MYOB.
Gain a Full View of Customer Relationships and Financial Data
Key Features & Benefits:
Access a unified view of customer interactions and financial insights in one centralized platform.
Link and update customer records seamlessly between Act! and accounting software for accurate, synchronized data.
Create new customer records in Act!, with automatic syncing to accounting platforms for effortless data management.
View monthly sales trends, aged receivables, and transaction histories—including quotes, orders, and invoices—directly within Act!.
Get up-to-date financial information with automated data refreshes.
Manage cash flow more effectively by accessing aged receivables to support informed financial planning.
Filter transactions by type, date range, or keyword to retrieve data quickly and accurately.
Access customer or company details effortlessly using aged receivables or specific transaction data.
Enhances productivity with intuitive search capabilities that simplify data analysis and organization.
Act! Advantage Suite includes CRM and email marketing plus 10 new functions, including Act! Accounting Link- Starting at $45/month!
