Why You Don’t Need to Purchase the Act QuickBooks Link If You Use Zoho CRM

act quickbooks linkBack in 2019 I wrote this article about the QuickBooks Link that connect Act to QuickBooks. Fast forward six years and I’m finding that many businesses running on QuickBooks eventually look for tighter integration with their CRM. Here’s the truth: you don’t need to purchase a link between your Accounting and CRM software if you use Zoho One.

Here’s why:

1. Zoho Books Already Integrates Seamlessly

Zoho Books, Zoho’s own accounting software, connects natively with Zoho CRM. That means your customer data, invoices, payments, and estimates flow automatically between the two systems—no extra tools or fees required as Books is included as part of Zoho One.

2. Cost Savings

The QuickBooks link to Act CRM aren’t free. Instead of paying for a connector and ongoing maintenance, you can move to Zoho Books and enjoy built-in CRM integration at no additional cost.

3. Easier Setup & Maintenance

Third-party connectors often require setup, updates, and troubleshooting. With Zoho Books, everything is handled under one roof. You avoid compatibility issues and save time (and headaches).

4. Added Features Beyond QuickBooks

Zoho Books isn’t just an alternative—it’s an upgrade. You’ll get:

  • Native CRM sync

  • Customer portals for faster payments

  • Automated workflows between sales and finance

  • Stronger integration with other Zoho apps including your CRM

The Bottom Line

Purchasing the QuickBooks link (QSales Data) for Act CRM means extra cost, extra setup, and extra maintenance. By switching to Zoho Books, you get built-in CRM connectivity, streamlined workflows, and a more cost-effective solution—all without needing that QuickBooks connector.

👉 Ready to cut the cord on Act and the QuickBooks connectors? Let’s talk about moving your business to Zoho Books and CRM today.

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