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QSalesData for ACT! See Quickbooks sales transactions in ACT! and developed by Effective Solutions

PRODUCT | QSalesData for ACT!

Link ACT! & QuickBooks! Having separate ACT! and QuickBooks databases is a major source of inefficiency and duplicate work.

QSalesData Link for ACT! is the perfect solution to getting ACT! and QuickBooks working together. Synchronize your QuickBooks Data with ACT!. No need to switch back and forth between programs, you can initiate all of your important tasks from ACT!.

Give key sales data to your ACT! users without having to give them access to QuickBooks. Individual ACT! users do not have to have QuickBooks installed to see the QuickBooks Transactions and QuickBooks Items Purchased from within ACT!. This feature alone will save you $$$.

QSalesData is the ONLY QuickBooks Link product that brings data into fields in ACT!. This gives ACT users the ability to:

  • Perform Key Lookups using the QuickBooks Data in ACT!
  • Use QB Data in Dynamic Group criteria
  • Include QB field data in Reports and Dashboards
  • All QuickBooks data in ACT! synchronizes out to remote ACT! databases

Implementing the QSalesData QuickBooks Link for ACT! will change the way you do business!

Watch a video that describes many of the great features in QSalesData.

Click on the images below to view larger slide show:

QB Data Tab Opps to Transactions QB Transactions Tab
QB Items Tab QBSD Create Transactions

Here are the key features of the QSalesData Link:

  • Link Records to QuickBooks Customers
  • Create QuickBooks Customers from Records in ACT!
  • Push Address Changes between ACT! and QuickBooks
  • Create QuickBooks transactions (invoice, sales order, estimate, etc.) from within ACT!
  • View QuickBooks Transactions from within ACT!
  • View QuickBooks Items purchased from within ACT!
  • View 5 years of Sales Totals, Past Due Balances, and other key sales metrics in ACT!
  • Lookup Customers in ACT! by Items Purchased
  • Convert ACT! Opportunities to QuickBooks Transactions (ACT! 2010 and higher)
  • All data resides in ACT! fields and synchronizes out to ACT! remote databases

No more back and forth. Life just got easier.

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Click to buy
$159.00 -- One-user License
$149.00 -- Five or more
$139.00 -- Ten or more

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DOWNLOADS

VIDEOS

  • How to convert an ACT! Contact to a QuickBooks Customer (QB Create/Link button) view

Show/Hide more videos

I am beyond Thrilled with this product! It is without a doubt the best software that I have ever bought (and I've bought a lot of software over the years) because it does what I need it to do. Effective Solutions delivered what they PROMISED and more! If you are thinking about this product – you can stop thinking. It will start making you money on day one. --Bruce Lyon, Owner, Stitch Logo

QBSalesData has given our sales dept. a "birds eye view" of outstanding debt prior to making sales. This has helped our small company stay on top of collecting money prior to initiating additional sales. It is very user friendly, quick to apply and the ability to initiate an invoice directly from ACT! is outstanding. I would recommend this product without hesitation! --Irene E. Holmes, Business Administrator, Western Weather Group

We have been asking ACT! for a link for QuickBooks for 2 years. With the release of QBSalesData our dream has come true. Thank you very much for your great support. Your program has enabled us to have true visibility on our active VS potential customers. We now have an easy method to keep in touch with our active customers. Also we have a much better grip on our marketing campaigns using our CRM. We appreciate your work. Your program has a direct impact on our bottom line.--Ramin Heydari, CEO, CellGateUSA, Irvine CA

QBSalesData has been great for my business. I was new to QuickBooks and had used Act in the past, but tackling both at once and trying to integrate them seemed daunting. QBSalesData has been very easy to navigate and is extremely functional. I now spend much less time on data entry and more time on building my business. It has made us much more efficient, and we are now able to track information that used to get lost. Effective Solutions is great to work with. --Tim Nichols, Four Seasons Home Services, Dallas, TX

Compatible with:

QSalesData works with the following US, Canada and UK versions of ACT!

  • ACT! 2010 Standard, Premium and Corporate Edition
  • ACT! 2011 Pro and Premium
  • ACT! 2012 Pro and Premium
  • ACT! 2013 Pro and Premium
  • Act! v16

QSalesData works with the following US VERSIONS of QuickBooks

  • QuickBooks 2007 Basic, Pro, Premier and Enterprise
  • QuickBooks 2008 Basic, Pro, Premier and Enterprise
  • QuickBooks 2009 Basic, Pro, Premier and Enterprise
  • QuickBooks 2010 Basic, Pro, Premier and Enterprise
  • QuickBooks 2011 Basic, Pro, Premier and Enterprise
  • QuickBooks 2012 Basic, Pro, Premier and Enterprise
  • QuickBooks 2013 Basic, Pro, Premier and Enterprise
  • QuickBooks 2014 Basic, Pro, Premier and Enterprise

QSalesData works with the following CANADIAN and UK VERSIONS of QuickBooks

  • QuickBooks 2010 Basic, Pro, Premier and Enterprise
  • QuickBooks 2011 Basic, Pro, Premier and Enterprise
  • QuickBooks 2012 Basic, Pro, Premier and Enterprise
  • QuickBooks 2013 Basic, Pro, Premier and Enterprise

 

Technical Support
provided by Effective Solutions

 

 


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CONTACT US
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Copyright © 2013 SJR Productions, Inc.
All brands and product names are trademarks or registered trademarks of their respective companies.

 
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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 QSalesData 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 QSalesData 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 QSalesData import program keys off of Invoice Number, so it won't create duplicate Invoice transactions.

Will QSalesData 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 QSalesData. 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.

 

 
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Screen Shots -- Click on images to see full sized

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    QB Transactions Tab displays the last three years of Invoices

 
     
       
       
   

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

 
     
       
       
    View the past 3 years of monthly QuickBooks Sales Totals from the Sales Totals Tab in ACT!.
We also include YTD Sales comparisons and Last Invoice Date.

 
   

 
       
       
   

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

 
     
       
       
   

QB Link Wizard lets you quickly link ACT! Contacts to QuickBooks

 
     
       
       
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QSalesData 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 from 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 Receipts 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 smart phone
  • 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

 
     
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