Learn more:

  1. Watch our product videos
  2. View live demo
  3. Download the brochure
  4. View our support documentation

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Direct integration with the ACT! Opportunities and Sales Pipeline

Easily convert ACT! Opportunities to QuickBooks sales documents. Simply select
the opportunity you would like to convert and our link will automatically bring
in all the products/services from the Opportunity into the sales document – saving
you a lot of time that would otherwise be spent manually re-entering the data.

Create sales documents using a live products list

When you’re creating a sales document you can be confident that the products you are entering
are up to date. Like any other data you see in the QuickBooks tab, the products list is live
and is viewed in real-time.

Pricing level support

The Xact Link for ACT! and QuickBooks supports
both QuickBooks customer and item level pricing.

Do more with sales documents

Use customized templates to print out, create PDF files or Email customer's sales records
from within ACT! then save and attach them to the ACT! contact record and email them as
secure PDF documents using Outlook.