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Is there an extensive training manual for ACT! Premium?

New Member
Posts: 1
Country: USA

Is there an extensive training manual for ACT! Premium?

[ Edited ]

I'm a newbie trying to find out what to do next after importing contacts.  I've taken a look around.  Now I want to import data from Quickbooks via IIF files to create Company table records.  Where do I learn how to do this, and other start-up/load activities? 

Employee
Posts: 117
Country: USA

Re: Is there an extensive training manual for ACT! Premium?

To import into Act! you may want to convert the IIF file to a text, csv file


Open Microsoft Excel.
From the File menu, click Open
Choose the location where you saved the .IIF file.
In the file type field, choose All Files.
Select your IIF file then click Open.
Click Next > Next > Finish in the Text Import Wizard. The IIF file is now opened in  Excel.
Make the necessary edits using Excel.

From the File menu, click Save As
select comma-separated values (CSV)
Exit Excel.
You will be prompted to save the IIF file again, click Don't Save.

In Act!

Make a backup of databae for safety! File>backup

Go to File > Import

Type wanted is Text Seperated by Commas

Browse to your new csv file and import

 

Sounds like you want to import Company Records on next menu

Bronze Elite Contributor
Posts: 1,430
Country: United_Kingdom

Re: Is there an extensive training manual for ACT! Premium?

Here is a link to training manuals etc -

 

http://swiftpage.com/training/order-manuals/

 

Now to the importing, the advice of converting the files to one that ACT can import is sound but consider if you should import them as contacts and then create your companies. This means your will have the details of the person you deal with regarding invoices in your ACT database, if you import directly into companies this information will be lost.

 

Here is a link about managing and creating companies -

 

http://kb.act.com/app/answers/detail/a_id/13884/~/how-to-create-and-manage-companies-in-act%21

Administrator
Posts: 4,024
Country: United_Kingdom

Re: Is there an extensive training manual for ACT! Premium?

Hi dbliss,

 

In addition to the resources that have already been linked to, we have quite a vast amount of help materials available. I've included some below for you: