Connecting ACT! and QuickBooks with QB Sales Data

As we’ve talked about before, one of the huge benefits of QuickBooks is its interoperability. As the industry leader, third parties provide tons of integration tools. One of the tooks that’s most useful to integrate with QuickBooks is ACT! – the industry-leading CRM system.

The Sleeter Group takes a look at integrating ACT! with your QuickBooks using QB Sales Data. While they note that this isn’t the smoothest program for integrating the two, it is one of the more capable. In particular, if you have to interact with multiple QuickBooks files from clients on top of your own, it’s an especially useful tool.

Bernard Roesch About Bernard Roesch

Bernard Roesch is co-founder and Managing Partner of Mission Consulting. Bernard’s background in the early years of his career was spent in the manufacturing sector, making his QuickBooks perspective a unique one – he understands the intricacies of a complex environment and then applies his strategic skills accordingly.