Looking for those/anyone who has used the QB Quickbooks Customer Manager and ACT!

Discussion in 'Quickbooks' started by repairs, Sep 12, 2005.

  1. repairs

    repairs Guest

    Hi
    Currently I use and have for a long time--ACT to do my contact
    management and scheduling. I have been pretty satisfied with it.

    Presently I use QB Pro 2003.

    I also use Hot Sync to sync with my Handera Palm--works out fairly
    well.

    However, there are drawbacks, with duplicate data entry being a main
    one, along with the/my inability to close incidents or activities on
    the Palm.

    I have looked at a number of products that seem to be able to help the
    duplicate data entry and the other 'failings' but have not been able
    to find a suitable one.

    This Customer Manager may have some of the tools I need but they do
    not mention being able to import ACT data and I have 10+ years of
    suctomer/contact data there.

    I am looking to see if anyone has used the product with ACT and if I
    am close to being on target about it's ability to help.

    Thanks in advance for any assistance.

    Joe
     
    repairs, Sep 12, 2005
    #1
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  2. I would really like to know the answer also, I think with ACT however you
    can maybe export the data to ACCESS, then from there to Excel, and from
    Excel to QB.

    QB as far as I know is still in its infancy, very simple program with
    potential a few years in the future.
     
    Bamboo Sticks in Gelly, Sep 12, 2005
    #2
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  3. I would really like to know the answer also, I think with ACT however you
    can maybe export the data to ACCESS, then from there to Excel, and from
    Excel to QB.

    QB as far as I know is still in its infancy, very simple program with
    potential a few years in the future.
     
    Bamboo Sticks in Gelly, Sep 12, 2005
    #3
  4. repairs

    SG Guest

    SG, Sep 20, 2005
    #4
  5. repairs

    repairs Guest


    Took a look and it may have possibilities.....Outlook though has
    always been an issue for me. Act! is just simpler--or at least it has
    been. I will read up more. Outlook with a contact manager...sounds
    interesting...quick look does not show compatibilty with ACT!
    though..more reading needed
    Post appreciated.
    Joe
     
    repairs, Sep 21, 2005
    #5
  6. repairs

    repairs Guest


    .....talked with the QB people who advised that with my ACT 6.0 and QB
    Pro 2003, I could use the two ACT products to accomplish single data
    entry and ACT on the Palm to accomplish both access to contact info on
    the palm--including working with/scheduling activities--while
    synchronizing ACT and QB Data allowing the ACT data to be placed on
    the Palm via ACT.

    It is difficult to ask all the questions but it appears that
    this/these products would accomplish the purpose and not get involved
    with the Outlook behemoth(IMHO).

    Both ACT and QB Pro seem to be solid products and supported pretty
    well....and they both have built in backup procedures!!

    ....looking for comment/advice/concerns/bewares...

    Thanks
    Joe
     
    repairs, Sep 22, 2005
    #6
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