dbLinkUp for ACT! & QuickBooks
Full Feature List
The following table lists all the features available for the current and future versions.
Version 1.1 is now compatible with QB Pro/Premier 2007 - 2010 and QB Enterprise 7.0 - 10.0
| PRICING | Basic Version | Pro Version | ||||
| USER LICENSE | $129 | $199 | ||||
| 1 YEAR UPGRADE PROTECTION (see future features) |
$43 | $66 | ||||
| Current Version Features - v1.0 | Standard | Manager | Admin | Standard | Manager | Admin |
| Setup Standard, Manager & Admin Users |  |
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| Import QBES records into ACT! |  |
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| Link ACT! Contact(s)[individual or lookup group] to QuickBooks Record |
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| Edit Links between ACT! & QuickBooks | |
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| In ACT!, View Customer Accounting Summery from QuickBooks |
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| Balance | ||||||
| Invoices Past Due | ||||||
| Credit Limit | ||||||
| Current Month | ||||||
| Terms | ||||||
| Current Fiscal Year to Date | ||||||
| Since Customer Creation | ||||||
| Last Purchase | ||||||
| Last Payment | ||||||
| First Purchase | ||||||
| In ACT!, View Vendor Accounting Summary from QuickBooks |
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| Balance | ||||||
| Bills Past Due | ||||||
| Credit Limit | ||||||
| First Bill | ||||||
| Last Bill | ||||||
| Terms | ||||||
| First Payment | ||||||
| Last Payment | ||||||
| In ACT!, View list of transactions from QuickBooks [detailed view] |
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| Credit Memos | |
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| Payments | |
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| Estimates | |
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| Sales Orders | |
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| Check | |
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| Credit Card Credit | |
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| Bill Payment Credit Card | |
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| Sales Receipts | |
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| Bills | |
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| Vendor Credits | |
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| Purchase Orders | |
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| Invoices | |
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| Bill Payment Checks | |
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| Credit Card Charge | |
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| View all linked contacts | |
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| Create new QB record from ACT! contact | |
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| Future Version Features - v1.5 | ||||||
| Create A/R Transactions from ACT! | ||||||
| Estimates | |
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| Sales Orders | |
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| Invoices | |
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| Customer Credit Memos | |
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| Receive Payments | |
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| Sales Receipts | |
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| Checks | |
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| Credit Card Charges | |
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| Create A/P Transactions from ACT! | |
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| Purchase Orders | |
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| Bills | |
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| Vendor Credits | |
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| Payment Checks | |
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| Payment Credit Cards | |
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| Checks | |
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| Edit A/P and A/R Transactions from ACT! | |
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| Lookup of QB Transactions from ACT! | |
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| Date, Type & Open/Closed Status filters in list of transactions | |
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| Declare Authoritative Source | |
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| Data synchronization | |
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| Future Version - v2.0 | ||||||
| Layout Editor | |
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| Link Commissions & Data in ACT! to QuickBooks | |
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| Editable Security Tables | |
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Screenshots
Basic & Pro versions
Requirements
Any questions?
