Sage Software Adds QuickBooks(R) Accounting Integration for ACT! by Sage 2006 Contact and Customer Management Family
Market Wire, September, 2005
Sage Software today added ACT! Link for use with QuickBooks to its ACT! by Sage 2006 contact and customer management product family. ACT! 2006, released last week, is the latest version of the #1 selling contact and customer management tool in use by over 2.5 million sales professionals and more than 30,000 corporate accounts worldwide. ACT! Link for use with QuickBooks is part of the expanded accounting link integrations designed for ACT! 2006 and ACT! by Sage Premium for Workgroups 2006, to provide users with real-time access to accounts receivable and payable information within ACT! while eliminating the need to duplicate data entry in multiple applications.(1)
"As a market-leading business solution, it is important for ACT! to integrate with many common applications," noted Joe Bergera, ACT! senior vice president and general manager for Sage Software. "By delivering this integration, QuickBooks users have the capability to quickly view and perform accounting tasks alongside key ACT! contact and customer data to make more insightful, high-impact business decisions."
ACT! helps users organize the contact details, notes, histories, appointments and documents required to build and sustain successful customer relationships. ACT! includes sales forecasting and opportunity tracking capabilities that can be used as is or customized to address various business requirements.
Users can now link their ACT! 2006 and QuickBooks Professional or Premier databases to view history and details of every customer and vendor transaction including estimates, invoices, sales and payments. Accounting information can be filtered by date range or transaction type. Users can create a new QuickBooks customer or vendor record from an existing ACT! contact record and automatically establish a link for easy access to information between each. Customer and vendor information can be kept current via ACT! to QuickBooks, QuickBooks to ACT!, or two-way synchronization.
ACT! Link for use with QuickBooks accounting integration features
Quickly view snapshot customer and vendor status
-- View open balances, credit lines and past due balances for any
customer to instantly determine if they are in good financial standing;
-- View when a customer made their last purchase and last payment so to
determine when it's time to call them for reorders;
-- View a complete history of a customer's purchases for the month, the
current fiscal year, or since they became a customer;
-- View how long it takes customers to pay their bills, how frequently
they order, and their average order amount.
-- View vendor payments currently due and history of previous payments.
Easily link contacts, schedule activities and manage estimates
-- Easily create and edit contacts in ACT! and link them to corresponding
records in QuickBooks, and vice versa;
-- Schedule activities with alarm reminders for any ACT! user to take
action on a QuickBooks estimate, invoice, sale or payment transaction;
-- Create estimates quickly in ACT! and convert them to invoices, showing
both the estimate and invoice in an accounts receivable summary;
-- Keep on top of past due invoices by scheduling an activity to call
customers or vendors if payments aren't received - even choose how many
days after the transaction to schedule the activity.
ACT! Link for use with QuickBooks 2006 -- available by contacting Sage Software at 888-ACT-2006 or www.act.com/estore ($99.95 MSRP, upgrade 69.95 MSRP)
ACT! 2006 -- for individuals and small teams of up to ten networked users, available at popular software retailers, e-tailers and direct resellers or by contacting Sage Software at 888-ACT-2006 or www.act.com/estore ($229.99 MSRP, upgrade $149.95 MSRP)
ACT! Premium for Workgroups 2006 -- for workgroups of up to 50 networked users(2) is available by contacting ACT! Corporate Licensing at 888-855-5222 and from more than 600 ACT! Certified Consultants located at www.act.com/certifiedconsultants ($399.99 MSRP, upgrade $259.95 MSRP)
About Sage Software (formerly Best Software)
Sage Software offers leading business management software and services that support the needs, challenges and dreams of more than 2.4 million small and mid-sized business customers in North America. Its parent company, The Sage Group plc (LSE: SGE.L), supports 4.5 million customers worldwide. For more than 25 years, Sage Software has delivered easy-to-use, scalable and customizable software for accounting, customer relationship management, human resources, time tracking and the specialized needs of accounting practices and the construction, distribution, manufacturing, nonprofit and real estate industries. For more information, please visit the Web site at www.sagesoftware.com/moreinfo or call (866) 308-2378.
© 2005 Sage Software SB, Inc. All rights reserved. The Sage Software logo and the Sage Software product and service names mentioned herein are registered trademarks or trademarks of Sage Software SB, Inc., or its affiliated entities. All other trademarks are the property of their respective owners.
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