Question: How can I use Act! Link for Accounting to manually create Companies and Contacts in my Sage Accounts database?
Product Family: Act!
Product: Act! Pro (UK edition), Act! Premium (UK edition)
Version: v18 and later
Integration: Act! Link for Accounting
Third Party: Sage 50 Accounts, Sage Instant Accounts
Act! Link for Accounting allows you to manually create individual Companies or Contacts in your Sage Accounts database out of Companies and Contacts that exist in your Act! database. For steps to doing this, follow the steps below:
- Navigate to the Contact or Company record you wish to send to Sage Accounts
- Click the Sage Account tab, then click Create in Sage
- If desired, modify the account code, otherwise click Yes to create the record in Sage Accounts
- When prompted whether you wish to open the account in Sage, click Yes or No, depending on which you wish to do, or you can alternatively click Open in Sage at a later time to open the account in Sage Accounts from within Act!
Note: While the information will be added to Sage Accounts, the fields within the Sage Account tab in Act! will not be updated until the next full synchronization of the data between the two programs occurs. For more information, refer to the following Knowledgebase article:
How do I synchronize data changes from Sage Accounts to be visible in Act! using Act! Link for Accounting? (UK Only)
Answer ID How do I synchronize data changes from Sage Accounts to be visible in Act! using Act! Link for Accounting? (UK Only)