In this tutorial, Tony Holowitz explains how the integration between **Act Advantage (formerly known as Act Premium Cloud)** and **QuickBooks Online (QBO)** works, focusing on how the data sync helps provide financial insight directly within Act CRM. Tony demonstrates how to set up and view accounting information pulled from QuickBooks, including invoices and receivables, within a custom layout in Act.
Tony walks through the example of a “fake contact” he created in QBO and shows how an invoice for strawberry ice cream is reflected inside Act. Act pulls in important fields from QuickBooks during the sync process, such as customer ID and balance status, though by default these fields are hidden. He explains how to reveal them by customizing the layout, making it easier to quickly check whether a client is current or overdue on payments. This is especially helpful for sales teams who need real-time financial context when interacting with customers.
He highlights the potential to use this data for smarter sales follow-up and collections by building groups based on overdue balances or outstanding receivables. Tony suggests assigning a dedicated person to follow up on invoices based on group filters. He also envisions a feature improvement: showing historical sales data by year within Act (e.g., 2023 sales, 2024 sales) to better understand account value and customer history—although this is not currently available.
He emphasizes that this QBO integration is a recent update and is still evolving. He encourages viewers to reach out with questions about customizing layouts to make the most of this functionality.
**Key Points with Timestamps:**
* (01:08): Act adds hidden QuickBooks fields during setup, which can be displayed by customizing the layout.
* (02:42): Key synced fields show if a contact owes money, helping sales teams make informed decisions.
* (03:39): You can create groups based on receivables or overdue accounts, streamlining follow-up and collections.