Customer Reviews

ACT! Link for QuickBooks

5 star:		(1)
4 star:		(0)
3 star:		(0)
2 star:		(1)
1 star:		(0)

 

 

I'm an ACT! Certified Consultant and a QuickBooks Professional Advisor so you might consider my testimony a little biased...or you might believe me when I tell you that this was a heavily requested product for years before it was released. Lots of businesspeople use both ACT! and QuickBooks, and consider it a drain on their time to type a name & address into one product, then retype it again into the other product.

Installation is a snap. Then you have to go into QuickBooks/Preferences to tell it that another program can access it. Within ACT!, a tab is automatically added for QuickBooks information. You run ACT! first then start up QuickBooks and voila!

One caveat with the current version is that it moves one contact at a time. A client said, 'big deal' and moved 200 customers in no time.

Another caveat was a business owner who using QuickBooks Enterprise, a corporate product for 10 users. He had it setup with user privledges so that salesreps can only see limited information. This link will not recognize Enterprise user privledges.

Other than that, this is a great solution. I use it almost daily for my own business and clients love it too.

I bought this despite mediocre reviews, because I use ACT! and QuickBooks so much that almost any integration would be better than none. But the reviews are justified -- this is really a half-assed effort by the ACT! makers, probably the work of a single programmer in a week, grossly overpriced, compared to the value one can get from other ACT addons at lower cost (e.g. Address Grabber or Street Wizard). This product adds a QuickBooks tab to ACT! that allows you to access QuickBooks data like payment and invoice history. But this is non-customizable, so most people will only get part of what they'd like. You can also create new vendor or customer records in ACT or QB from data in either application. But the synch feature simply does not work, at least on my PC. I can link existing ACT and QB records, but attempts to update the QB record with new ACT info (address, phone number) does not work. Best Software is shameless in charging so much for this trivial link ($99).