QBSalesData for ACT!

• The QBSalesData product is licensed by the number of workstations that will run QBSalesData program. Each physical machine requires a QBSalesData license.
• Note: The machine that will run the nightly QB Transaction Sync (typically your server) will need a QBSalesData license as well.
• Annual Maintenance: Your first year of software maintenance is included in your license price. This gives you QBSalesData updates throughout your first year as new versions of ACT and Quickbooks are released. After the first year, you will be billed for maintenance (20% of your license cost) on an annual basis.
• *If you are purchasing multiple copies, click the 'Buy Now' button below and at the next screen, change the quantity and press the 'Update Quantities' button. Your discount will show up in resulting screen.
  
  

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All products have a 30-Day Money-Back Guarantee unless otherwise noted. All returned products are subject to a 10% restocking fee.

Frequently Asked Questions

Does the information on the QB Invoices tab synchronize out to my ACT! remote sync user databases?
Yes. All data on the QB Invoices tab and the Sales Totals tab will synchronize out to remote ACT databases.

Do I need to re-import 3 years of sales data from Quickbooks each time?
No. Once you do your initial import of 3 years of sales data, you can simply pick the date range of sales data since the last time you imported into ACT. But note, you can pick any date range of data to import, and the QBSalesData program is smart enough to figure out what to bring in to ACT.

Can I bring in Quickbooks transactions more than 3 years old?
Yes. Transactions will get created on the QB Invoices tab for whatever transactions you export from Quickbooks. But note, the Sales Totals tab will always calculate for a rolling 3-year period.

Do I need to do anything special at the end of the year regarding Sales Totals?
No. The QBSalesData import program works off of the current system date to calculate the data on the Sales Totals tab. When you do your first import in the new year, it will recalculate all of the data appropriately.

Will duplicates get created if I import the same data twice?
No. The QBSalesData import program keys off of Invoice Number, so it won't create duplicate Invoice transactions.

Will QBSalesData work with ACT! Premium for Web Versions?
Not yet, we are currently working on a version that will work with ACT! for Web. The Sales Totals tab will display properly because those are simply ACT! fields, but the QB Invoices tab will not display in ACT! for Web at this time.

What happens if existing invoices are updated in Quickbooks?
The next time you import Quickbooks data the invoice transactions on the QB Invoices tab will be updated, and the Sales Totals tab will be recalculated.

Where does the QB Invoices data reside, and is it included in ACT! backups?
In Invoice data resides in a custom table in ACT called QBSalesData. It will be included in all ACT backups.

If I run an import during the day will it slow down my ACT! system?
System speed should not be affected. Note that remote users may see a slight increase in sync times if you are importing a large range of invoice transactions.

Screen Shots -- Click on images to see full sized

When you double-click on an Invoice you see the Invoice Details

Accounts Receivable Data with Past Due Information also comes over from Quickbooks

QB Link Wizard lets you quickly link ACT Contacts to Quickbooks

QBSalesData version 2.0 Product Feature Chart

• Link ACT! Contacts and Companies to QB Records (QB)
• QB Link Wizard to link records all at once (QB)
• Automatic sync of your QB Transactions into ACT! each night (QB)
  • (runs in windows scheduler, can be configured to run on a server without QB open)
• Synchronize Customer Address Field Changes between ACT! and Quickbooks (QB)
  • Map fields to be updated
  • Tag which Company and Contact Records get updated when information changes
  • Run Update process for Current Lookup or All Contacts
• Create Basic Invoice from Contact Record in ACT! (QB)
• Create QB Customer from a record in ACT! (QB)
• Create ACT! Records fom Quickbooks Customer Records (QB)
• Quickbooks Sales Related Fields synch to fields in ACT!
  • Last 3 Years of Monthly Sales Totals
  • 3 Years of YTD and Year End Totals (recalc with each data update)
  • Last Invoice Date
• The Following A/R Related Fields sync to fields in ACT!
  • Credit Limit
  • Balance 0-30
  • Balance 31-60
  • Balance 61-90
  • Balance 91 +
  • Total Past Due Balance
  • Total Balance
• The Following QB Account Fields sync to fields in ACT!
  • Account No., Terms, Type and Rep
• QB Data fields can exist on both Company and Contact Records
• Quickbooks Transactions Tab in ACT! includes:
  • Invoices, Estimates, Sales Recipts and Credit Memos
• Double-Click on Invoice Transactions in ACT! to see the line item details
• All Data exists in ACT! and synchronizes out to remote databases!!!
• All Data is stored in ACT fields and Tables so you can:
  • Add QB Data fields to the Contact List View
  • Use QB Data fields to create Dynamic Groups
  • Add QB Data fields to Reports
  • Add QB Data information to Dashboards
  • Map QB Data fields to your smartphone

Features to be added soon, listed in the order they will be released

• Additional Transaction Types to the QB Transactions Tab
  • Payments
  • Sales Orders
• Create Invoices from CLOSED/WON Opportunities in ACT! (QB)
  • Quickbooks Item Numbers, Descriptions and Pricing will synchronize to ACT! Products table
  • ACT users will populate the Products tab of the opportunity with the appropriate line items
  • Click a button to create a Quickbooks invoice using the Opportunity Product Tab information

Features that have (QB) designator require the Quickbooks client to be installed and open on the computer