Xact Accounting links for Act!
Xact Quickbooks link for ACT!
- Key Sales Data tab provides monthly sales totals and YTD summary for the past 5 years
- Time & Billing now included in your subscription
- Create a connection between your Customer Records in ACT! and their corresponding Cards in QuickBooks.
- Vendors Overview tab
- Create and edit Vendors from Act!
- Create and update Customer Cards directly from ACT!
- View Customer Card details and Sales History from within ACT!
- View Aged Receivables from ACT!
- Create Estimates, Sales Orders, Invoices, Sales Receipts and Credit Memo's direct from ACT!
- Convert ACT! Opportunities to QuickBooks sales documents
- Create customisable templates that merge both ACT! and QuickBooks fields
- Attach Estimates, Invoices and Sales Receipts to the History tab in ACT! and email to your customer as a secure pdf attachment through integration to Outlook
- View a list of all the items a customer has purchased and create new transactions based on past purchases.
- Link ACT! Contacts to QuickBooks Vendors then view Bills and create Purchase Orders
- View QuickBooks stock level information and set monitoring alarms from within ACT!
- Report on key Customer Account information from within ACT!.
- Perform QuickBooks searches for linked Customers/Vendors and Customers with invoices to be emailed, then turn these into ACT! lookups.
- Define what QuickBooks operations each ACT! user can perform with User Access Control.
- Supports QuickBooks customer and item level pricing
- Link for ACT! and QuickBooks - Lite.
- Integration with the Xact Time & Billing product.
Xact MYOB link for ACT!
- Live integration between your MYOB Items List and the ACT! Sales & Opportunities process
- Create a connection between your Customer Records in ACT! and their corresponding Cards in MYOB
- Import MYOB Customer and Supplier Cards into ACT!
- Export ACT! Contacts to MYOB as Customer Cards
- Create and update Customer Cards directly from ACT!
- View Customer Card details and Sales History from within ACT!
- View MYOB Customer Credit notes from within ACT!.
- View MYOB Customer Payments from within ACT!
- For customers with price levels applied in MYOB; when creating sales documents users will receive a prompt to apply the new price when the customer reaches the minimum quantity of items as designated for that price level.
- View Aged Receivables from ACT!
- Create Quotes, Sales Orders and Invoices direct from ACT!
- Convert ACT Opportunities to MYOB sales documents
- Create customisable templates that merge both ACT! and MYOB fields
- Email Invoices, Quotes etc. direct from ACT!
- Full reporting functionality including Card Reports, Integrated Lookups and Advanced Queries using SQL. Users can create tables, pie charts, bar charts or even display address details on a Google map!
- New! Improved integration with Xact Time & Billing for ACT! - users can now convert multiple Time & Billing Tickets to a single MYOB invoice
Xact link for Xero
- Import Xero contact records into ACT!
- Export ACT! contact records to Xero
- Link any ACT! contact(s) to an existing Xero customer or supplier record.
- Update a Xero contact record directly from within ACT!
- Create a new Xero contact record from within ACT!
- View customer and supplier invoices for a given Xero contact from within ACT!
- Create customer and supplier invoices from within ACT!
- Filtered view of invoices that are familiar to Xero users
- View, print, or save invoice PDF to ACT! history and documents
- Import Xero inventory items to ACT!
- Use an auto link wizard to establish a connection between your existing ACT! and Xero contacts
Xact Link for ACT! and MYOB EXO
The new MYOB EXO addon for ACT! offers larger organisations a more comprehensive workflow solution for streamlining sales, marketing and accounting information.
ACT! + the Xact MYOB EXO addon combines sales and marketing data about your prospects and customers with important account information – LIVE. No synchronisation, no delays. The result is a centralised database that offers a complete view of your contacts, accounts, activities, sales opportunities and overall business performance. And, because MYOB EXO data is pulled into ACT! in real-time you can be sure that your sales team will always be equipped with the most accurate and up-to-date information.
Such intuitive integration eliminates errors, delays, manual intervention and additional paperwork typically associated with multiple databases, allowing your staff to focus on what is important – building relationships and getting results.
Xact Link for ACT! and Accredo
The new Accredo addon for ACT! offers larger organisations a more comprehensive workflow solution for streamlining sales, marketing and accounting information.
The Xact Link for Accredo enables the front-office to back-office workflow that small to medium business owners have been asking for, using everyday business software they are familiar with – no need for expensive corporate solutions.
ACT! + the Accredo addon combines sales and marketing data about your prospects and customers with important account information – LIVE. No synchronisation, no delays. The result is a centralised database that offers a complete view of your contacts, activities, sales opportunities and overall business performance.
Such intuitive integration eliminates errors, delays, manual intervention and additional paperwork typically associated with multiple databases, allowing your staff to focus on what is important – building relationships and getting results.
View a video of the Act! Quickbooks (now Reckon Accounts) link
Subscription pricing in NZD per user
| Monthly: | $21 + GST |
| Annually: | $209 + GST |
| 2 Yearly: | $376 + GST |
View a video of the Act! MYOB link