I have a client that uses Quickbooks Pro for their accounting, and they want to use ACT for the CRM functionality, as well as Collections. I understand that you could use Quickbooks, but they want to do this portion of their account via ACT, I guess for the interface.
The client went ahead and installed Quickbooks and ACT, (I'll have to reinstall because ACT crashed or errored a few times in the span of our 30 minute meeting) They are still just using sample data and the ACT QB sync works.
In ACT you can see the QB contacts, and when viewing a QB contact, you can see invoices and status.
I'm an infrastructure guy, but I'm having to become an application expert, so I need some hand holding here.
My basic question is, what functionality exists regarding data imported from QB into ACT. It looked like it mapped the contact data to appropriate fields, but it just gives a simple view for the financial detail.
For example, client would like to search in ACT by QB Invoice/Ref number. Is it possible?
The other big question is, how robust is the reporting in ACT. Can we generate a report in ACT that displays Invoices by status grouped by customer? If this kind of reporting isn't available natively, can we do this with Crystal? if so, what is the proper version of crystal?
All help is appreciated. Thanks.
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You can create an OCBC or OLEDB connection with ACT! Premium. Only OLEDB with non-Premium.
See http://blog.glcomputing.co
Here's some information on our ACT! link for QuickBooks - http://www.glcomputing.com
Business Accounts
Answer for Membership
by: LinInDenverPosted on 2009-08-07 at 14:31:19ID: 25047118
Hi there,
I'm not sure about the first parts of your question, but if you can build a query which returns row level information containing Invoice, Status, and Customer on each line, Crystal can definitely do what you need!
Crystal Reports brings base query results into what is called the Detail Section. You can then add Groups to arrange and summarize data as you need.
i.e.:
Group 1 - Customer ABC
Group 2 - Status OPEN
DETAIL - Invoice 1243 $2,000
DETAIL - Invoice 1244 $1,500
DETAIL - Invoice 1245 $500
Group 2 - count - 3... invoice amounts: $4,000
Group 2 - Status CLOSED
DETAIL - Invoice 1246 $500
DETAIL - Invoice 1247 $500
Group 2 - count - 2... invoice amounts: $1,000
Group 1 - Customer DEF
etc.
If that is what you are looking for, pretty much any version of Crystal will work. Crystal can also connect to pretty much any type of database (typically through ODBC is the way I go).
Good luck !
Lin