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Import from QB to ACT!

New Member
Posts: 1
Country: USA

Import from QB to ACT!

We are using QuickBooks Pro 2008 and ACT! 2009 11.0: looking for a chart or list of fields that we can import into ACT! from QB.

 

Our primary interest is using ACT! for subscription reminders.  Currently we extract fields from QB into Excel once a month.  Would be nice to pull invoice data from QB invoices (description and serial # fields) and so far all I am able to learn is that we can pull data, but not which fields. 

 

Thanks

Copper Contributor
Posts: 51
Country: USA

Re: Import from QB to ACT!

We offer several solutions that link ACT! to QuickBooks including Pro, Premier, and Enterprise versions.  We're dual certifed in both QB and ACT!

 

Please contact me at info@crm-it.net so we can formulate the best solution for your subscription reminders. 

 

 

Victoria Marechal
ACC/Los Angeles
Skype Me: actcertified
www.crm-it.net