Community
Showing results for 
Search instead for 
Do you mean 
Reply

Accounts Integration

New Member
Posts: 3
Country: United_Kingdom

Accounts Integration

i have set up sage act 2012 Pre and Sage instant accounts V17.

 

i am able to link an company (new so that it is imported) to the accounts package.

 

i am not able to do this for individual contacts, how do i do this??

Tuned Listener
Posts: 28
Country: UK

Re: Accounts Integration

I think that you have to give the contact a company name too (just copy the contact name into the company).  You then link to the company.  This is completey different to the previous version and why Sage have done this is beyond me.

 

I am in the process of moving from ACT! 2011 to 2012 and was told that I would also have to upgrade Instant Account to the latest version.  Sadly the ACT! upgrade process has turned out yet again to be a MAJOR headache because this time the links between ACT and accounts records are not recognised.  Last time I upgraded most of the links were lost but at least ACT could be set to re-scan Instant Accounts.  This time it just does not work.