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    Getting Started Guide: ACT! Link

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    Getting Started Guide: ACT! Link

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    Javimachado
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    ACTLinkGSGuide.pdf

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    43 views6 pages

    Getting Started Guide: ACT! Link

    Uploaded by

    Javimachado

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    of 6

    Getting Started Guide

    ACT! Link
    © 2009 Sage Software Canada, Ltd. All rights reserved. Sage, the Sage logo, the Simply Accounting logo, Simply Accounting,
    SimplyCARE, and ACT! by Sage are trademarks or registered trademarks of Sage Software Canada, Ltd. or its affiliated entities.
    All other trademarks are the property of their respective owners.
    ACT! Link for Simply Accounting
    Getting Started Guide
    Once you install ACT! Link for Simply Accounting, you can import your Simply Accounting cus-
    tomers and vendors into ACT! to quickly create a database of contacts. You can track detailed
    information on multiple contacts at your clients’ companies, link accounting data to contacts,
    and update or synchronize information between Simply Accounting and ACT!.

    Installing ACT! Link for Simply Accounting 2010


    Requirements
    ACT! Link for Simply Accounting 2010 supports:

    n ACT! 2009

    n ACT! 2010

    n All Simply Accounting 2010 editions, except Simply Accounting First Step 2010

    Before installing the ACT! Link for Simply Accounting, install ACT! and the latest version of
    Simply Accounting.

    To install ACT! Link from the Simply Accounting CD:


    1. If you are running ACT! or Simply Accounting 2010, close both now.

    2. Insert the Simply Accounting installation CD into your computer. Select the Additional
    Products option, and then click Install ACT! Link for Simply Accounting.

    3. Follow the on-screen instructions to complete the installation.

    After the program is installed, set up your database and contacts in ACT!.
    Note: The ACT Link! for Simply Accounting 2010 is also available for download from the
    Simply Accounting website at www.simplyaccounting.com/actlink.

    Setting Up the Link to Simply Accounting


    In ACT!, you must first specify the Simply Accounting driver and the company you want to link
    to.
    Note: You can only link to one Simply Accounting company per contact database.

    To set up the link to Simply Accounting:


    1. Open a contact database in ACT!.

    To create a new contact database, click the New Database button


    from the main toolbar.
    1. Enter a Name for your contact database.
    2. Enter or browse to select a Location in which to save the file.
    3. Enter a User name.
    4. From the Accounting Link menu, select Setup. The Accounting Link Setup Wizard is dis-
    played.
    5. Read the introduction and then click Next.
    6. If Simply Accounting does not appear in the Driver list, click Cancel to close the Wizard
    and then exit ACT!. Repeat steps 1 through 3. If the Simply Accounting driver is still not
    listed, close ACT! and then reinstall the ACT! Link.
    To learn more about ACT! accounting integration options, click the Search the Internet
    button.
    7. If your Simply Accounting company is not listed, click Select Company and browse to
    select your company file.
    After a company is selected, the window should look similar to the following:

    8. Click Next to view or modify the default mapping of Simply Accounting customer and
    vendor fields to ACT! contact fields. To modify the default data mapping, follow the on-
    screen directions.
    9. Click Finish to create the link between the ACT! contact database and your Simply
    Accounting company.

    The Accounting Link menu becomes the Simply Accountingmenu.


    Importing Contacts from Simply Accounting to ACT!
    You can import your Simply Accounting customer and vendor records into ACT! to quickly
    build a database of contacts.

    Requirements
    You must have Read access to Simply Accounting to use the Import Accounting Records
    option.
    You must have Read/Write access to Simply Accounting to update linked customer and vendor
    records from ACT!.
    Access rights to Simply Accounting are set by the Simply Accounting system administrator
    (sysadmin user).

    To import contacts from Simply Accounting to ACT!:


    1. From the Simply Accounting menu in ACT!, select Import Accounting Records.
    2. Select a Record Type to import.
    3. Select individual records to import, or click Select All to import all records in the list.
    4. Click OK to start the import process.
    5. A Security Check window will appear if you have security turned on in Simply Account-
    ing. Enter your Simply Accounting User ID and Password, and then select OK.

    Linking Your Contacts to Simply Accounting


    When you import contacts from Simply Accounting, they are automatically linked. That means
    you can view accounting data from ACT! or synchronize contact data between ACT! and Simply
    Accounting. You can create a contact link, modify a link, or remove a link for individual con-
    tacts.

    To create a new contact link:


    1. Open the contact record you want to link.
    2. From the Simply Accounting menu, select Create/Edit Contact Link.
    3. Select one of the options under Establish a Link.
    4. Follow the onscreen instructions to set up the link.

    Once you have linked a contact, you can view accounting information for that contact in ACT!.
    To view a list of all linked contacts, select View Linked Contacts Summary from the Simply
    Accounting menu.

    Viewing Accounting Data for Linked Contacts


    For linked contacts, you can view accounting information from Simply Accounting, including
    available credit, current balance, and recent history.
    To view accounting data for a linked contact:
    1. Open the contact record you want to view accounting information for.
    2. At the bottom of the Contact window, select the Simply Accounting tab.

    Provided the contact is linked, accounting data appears in the bottom pane of the window.

    Getting Help
    There is a separate Help file for ACT! Link for Simply Accounting and accounting-related fea-
    tures. To open this file, select Accounting Link Help Topics from the Simply Accounting menu,
    or press F1 from any of the windows available from the Simply Accounting menu.

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