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

Sep 12, 2005 3 Replies
R

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


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B

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.

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B

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.

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R

....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

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