Tony introduces the connection between Act and QuickBooks Online and explains the business value of seeing both CRM and accounting context.
What You Will Learn
Watch Tony Holowitz demonstrate the idea step by step and explain how it applies to everyday Act CRM work.
Key Takeaways
- Confirm your matching rules and permissions before connecting live business data.
- Test the technique with a small group or sample record before applying it broadly.
- Document the finished process so everyone who uses Act can follow it consistently.
Get One Free Hour of Act CRM Training and Consulting
Would you like help applying this idea to your own Act database? Tony offers a free one-hour Act CRM training and consulting session. Bring your questions and learn practical ways to get more value from Act.