Act! 365 + QuickFile Integration

Connect Act! 365 to QuickFile in 1 click

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Act! 365 + QuickFile Integration

Create QuickFile client for new Act! 365 contact

In order to keep your accounting and customer records in sync, when you create a contact in Act! 365, this automation will automatically create a client in QuickFile.

This way, you always have accurate information at your fingertips and don't have to worry about manual data entry. Stay organized and efficient with Act! 365 and QuickFile!
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Act! 365 + QuickFile Integration
1.
  • Act! 365
    New contact is created in Act! 365
2.
  • Act! 365
    Create contact in Act! 365
  • QuickFile
    Create client in QuickFile
  • QuickFile
    Search client in QuickFile
  • QuickFile
    Create invoice in QuickFile
  • QuickFile
    Get invoices by ID in QuickFile
  • QuickFile
    Create item in QuickFile
  • QuickFile
    Create bank entry in QuickFile
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