Скачать или смотреть Link Act Software to QuickBooks Online: Great New Act CRM Feature.

This tutorial by Tony Holowitz introduces a powerful new integration feature in the latest version of Act CRM, now called Act Advantage. The feature allows users to link Act CRM contacts directly to QuickBooks Online (QBO), streamlining customer data management and improving productivity.

Tony begins by demonstrating that a contact in Act Advantage is not yet connected to QuickBooks Online. He navigates to the *Accounting* section in Act and selects **Link/Update Customer**. At this point, users are given two options: link an existing QuickBooks customer to the Act contact or create a brand-new QBO customer directly from Act. Since this is a brand-new contact, Tony chooses **Create New QuickBooks Online Customer**.

After selecting this option, a form appears to gather basic contact information. Tony notes that QBO allows separate billing and postal addresses, but keeps things simple for the demo. He proceeds to click **Create New Customer**, and Act confirms the contact has been successfully created in QuickBooks Online.

Once the contact is linked, users can manage the connection through the *Accounting Link* panel on the right side of the Act interface. This panel displays the QuickBooks status and can eventually show related activity like invoices. Tony highlights that if any data conflicts exist between Act and QBO, the system allows for updates to maintain consistency.

He wraps up the tutorial by confirming that, once connected, any invoices created in QBO for that contact will be visible in Act, enabling users to maintain a full financial view without switching platforms.

This integration is especially valuable for Act Advantage Professional users, as the QuickBooks Online connection is a feature included at that subscription tier. Tony reminds users that this is a new tool and he’s still exploring its full capabilities, but it already adds significant value to workflow efficiency.

*Key Takeaways:*

(00:01) Act Advantage (formerly Act Premium Cloud) now supports linking contacts to QuickBooks Online for streamlined financial tracking.
(00:30) Users can create new QBO customers or link existing ones directly from within Act.
(01:59) Once connected, invoice and financial data from QuickBooks can be viewed from the Act interface under the Accounting Link section.