- Act! 18.2
- Act! for Windows (desktop)
- Act! v23, v22, v21, Act! v20, Act! v19, Act! v18
- Custom tables includes support for Act! Premium Plus, Tables4act and Topline Designer
Want to schedule a demo of Qsales?
Track all of your billable time in ACT and then send all of your billing entries to QuickBooks as invoices when they are ready to bill.
QuickBooks Integration with Act!
Qsales for Act!
Take your Business to the next level of efficiency by seamlessly linking your CRM and accounting data together. Keystroke's new Qsales for Act! (formerly QSales Data) links your Act! and Quickbooks applications together to eliminate double-entry and make your Act! users more productive and informed.
Click HERE to learn about the upgrade features released in June of 2021.
- Link contact records between Act! and Quickbooks
- Get a global view of all customer transactions in Act!
- Synchronize Contact field updates between Act! and Quickbooks
- Create QB Customers from Records in Act!
- Create Quickbooks Invoices, Estimates, Sales Orders and Sales Receipts from Act!
- Convert Act! Opportunities to professional looking quotes or into QB Transactions
- View Quickbooks Sales Transactions, as well as the last 5 Years of Sales Totals in Act!
- View Past Due Balance information and Last Invoice Date in Act!, and be alerted of overdue accounts with a toolbar notification
- Data resides in Act! fields so your Act! users won’t need access to QB to view Sales Data in Act!
- All Data Synchronizes out to Act! Remote Databases
- Improved custom table functionality allows you to group & calculate transactions in Act!
Qsales displays your QuickBooks transactions within Act!
Prioritize sales activities. Access sales performance. Predict sales results.
Link Act! Records to QuickBooks Customers
Use our Customer Link Wizard to link all of your ACT records to QuickBooks customers.
Push Address Changes between Act! and QB
You no longer need to make your address changes in 2 places. Once you get Qsales implemented, you simply tell your users to make all of their address updates in either Act! or QuickBooks, and then once a day or once a week you can run our Contact Data Sync program to push the addresses from Act! to QuickBooks or vice versa.
Lookup Customers in Act! by Items Purchased
Target market like never before. Qsales gives you a "LOOKUP ITEM" button that lets you pull up all customers that purchased a particular item within a date range you specify. You can use this key sales information to up-sell and cross-sell your customers.
View QB Transactions from within Act!
We add a QB Transactions Tab to Act!. This is one of the most powerful features of the Qsales product. You can give you Act! users access to QuickBooks transaction data without giving them access to QuickBooks. Our product imports the QuickBooks transactions (invoices, estimates, payments, etc.) into a tab in Act! called QB Transactions. The Act! user can quickly see all of the transactions for that customer, and they can even double-click on the transactions to see the line item detail. All without having QuickBooks on their machine.
All data resides in Act! fields and synchronizes out to Act! remote databases
We are the only QuickBooks Link solution that imports data into the Act! database. That gives you the ability to use this information in Act! lookups, include it in the Contact List view, Reports, and Dynamic groups. And because we store it in the Act! database, all of this information syncs out to remote Act! databases, so your salespeople that are on the road will have this information at their fingertips.
Create QB Customers from contacts in Act!
The days of double-entry are gone! Click on a button on our Qsales toolbar and create a customer in QuickBooks using the Contact record in Act!.
Create QB transactions from within Act!
Using the Qsales toolbar, you can pull up a customer in Act! and quickly create transactions in QuickBooks.
View QB Items purchased from within Act!
We add a QB Items tab to Act!. Pull up a customer in Act!, and you can quickly see all of the items they have purchased recently. You can't even get this information from QuickBooks. QuickBooks makes you double-click on each invoice to see what they purchases. This is a huge time saver! Click Here to see a video example of this feature.
View 5 years of key QB sales metrics in Act!
We add a QB Data Tab to your Act! Layout. You can quickly evaluate the sales of a customer. Never again sell more goods or services to a customer that has past due balances. Your Act! users can actually help you collect because they can see the past due balance info right in Act!. You can also quickly see key metrics like Last Invoice Date, First Invoice Date, Average Sales Amount, and Lifetime Sales Amount.
Convert Act! Opportunities to QB Transactions
If you are running Act! 2010 or higher, your Act! users can create Opportunities in Act! that can be converted directly to QuickBooks transactions when they are sold. We synchronize the QuickBooks Item list into the Act! product list, so when Act! users are adding products to their Opportunity, they are actually picking items from the QuickBooks Items list. When sold, someone in the back office that has QuickBooks and Act! on their computer can pull up that Opportunity and quickly convert it to a QuickBooks transaction (invoice, sales order, etc.).
Qsales for Act! Licensing Decision Worksheet
The following worksheet is meant to assist you with deciding how many additional Qsales licenses you need to purchase for your company. Note that you need to have at least one Qsales license installed on a machine that has both Quickbooks and ACT installed to have this functionality. Also note that if you want to run the automatic nightly transaction sync program on your server, you will need to purchase a QSales license for the server as well. Refer to the worksheet below to see the different features available depending on if you have Qsales Data and Quickbooks installed on your computer. Qsales is licensed per workstation.
QS = Qsales License
Act! user without QS without QB (General User)
Act! user with QS without QB (Sales User)
Act! user with QS & QB (Power User)
View Sales Total Fields in Act!
View Past Due Balance Fields in Act!
View Last Invoice Date Field in Act!
View general QB Fields in Act! (Terms, Type, Rep, Credit Limit, etc.)
Create Act! Opportunities that can be converted to a QuickBooks Transaction by other users
Create professional looking Quotes from Opportunities
Be alerted of overdue accounts on the Qsales Toolbar
Access to the QB Transactions Tab in Act! (view invoices, estimates, sales orders, payments, etc)
Double-click on transactions in the QB Transactions Tab to see line item details
Access to the QB Items Tab and the Lookup Items button in Act!
Create QB Customers and Vendors from Act!
Create QB Transactions from Act! (invoices, estimates, sales orders, sales receipts, etc.)
Convert Opportunities to QB Transactions
Link Records between Act! and QuickBooks
“Edit Record in QB” and “Refresh Data from QB” functions on the QSalesData toolbar
Manually import QB Transactions into Act!
Run the Contact Data sync process to push address changes between Act! and QuickBooks
Use the GOTO button on the QB Transactions Tab to jump to a transaction in QuickBooks
Qsales for Act! Product Overview
Your first year of software maintenance is included in your original license price. This gives you Qsales updates throughout your first year as new versions of Act! and QuickBooks are released. After the first year, you will be contacted annually to renew your maintenance (30% of the current list price per license).Maintenance renewal is recommended, but not mandatory. If you let your maintenance lapse, your QSales program will still work as is, but you will not be able to apply any updates, or receive any phone or email support. Expired users will need to pay the current full list price per QSales license to upgrade and reinstate their maintenance/support at a later time.
- Support includes assistance with troubleshooting. It does not include installation and configuration, which is available as part of our Orange Care and VIP plans sold separately.
Purchase Notes & System Requirements
Prices, Currencies, and Terms
- 30% maintenance fee for Maintenance & Support
QSalesData works with the following US, Canada and UK versions of Act!
- Act! 2010 Standard, Premium and Corporate Edition
- Act! 2011 - 2013 Pro and Premium
- Act! 2014 (v16) Pro and Premium
- Act! v17 - 22 Pro and Premium
- Act! v23 Premium
QSalesData works with the following US VERSIONS of QuickBooks
- QuickBooks 2007 Basic, Pro, Premier and Enterprise and HIGHER
QSalesData works with the following CANADIAN and UK VERSIONS of QuickBooks
- QuickBooks 2010 Basic, Pro, Premier and Enterprise and HIGHER