By Brian Rice
I recently reviewed the ACT! Link for use with Quickbooks tour. The first six slides with content referred to 
eliminating duplicate entry and centalizing information. Without a doubt, these are both worthwhile goals. However, it is on the final three slides that the good stuff shows up. These slides are each titled: Take Action Using Real-time Data and Be Productive. That sure is a mouthful but it really says something. Let’s not just cut down on duplication because we think we should. Let’s not just integrate our systems because we’ve heard that’s the best thing to do. Let’s get something done; let’s be productive; let’s accomplish something for a reason.
So in which ways does the ACT and Quickbooks integration improve productivity? With Quickbooks Scheduling, users can create activities and schedule reminders to take action on Quickbooks transactions like completing follow up calls for sales or collecting on past due invoices. The sales staff that spends most of their time working in ACT can use Quickbooks item lists and tax tables to create estimates. After those estimates are generated, they can either be modified or if they are approved, they can be converted to invoices.
There you have it: two seemingly honorable goals with several reasons to justify why they ought to be.
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