QBSalesData: Quickbooks Link for ACT!

Download Page with Installation Instructions


Want to Try before you Buy? A trial period is built into our product. After installing the QSalesData software, it will run in fully functional "trial mode" for 30 days. After 30 days you are required to purchase a license and register the product to continue using QSalesData. The product creates a lot of fields in your Act! database, so you may not want to run a trial on your production Act! database. You can always make a backup copy of your Act! database in order to do your testing. Our Nightly Transaction Sync program will not work with a trial version of QSalesData. You need a licensed copy of QSalesData in order to get the Nightly Transaction Sync program to function.


Upgrading an existing version of QSalesData? Use our: Workstation Update Instructions


Follow the steps below for a NEW install of your QSalesData software:




Click on the link below to download and install the software. Make sure Act! is closed before you install. For brand new installs, say YES to install the Data Connector Library when prompted. After the install is complete, open Act!, and go to the CONTACTS VIEW (View > Contacts) and the Installation Wizard will appear and guide you through the installation.

Download QSalesData Version 12 for Act! v22.1 and Act! v23

Download QSalesData Version 11 for Act! v19 through Act! v22.0

Download QSalesData Version 10.2 for Act! 2010 thru Act! v18

If you are upgrading your QSalesData software from an earlier version, you can simply install over the top of your existing QSalesData install. If you are upgrading from QSalesData version 5.x and earlier you will need version 6 serial numbers to register the product. Customers current with their annual maintenance will have their version 6 serial numbers emailed to them. Customers that chose not to renew their maintenance, and let their maintenance expire, will have to pay for the upgrade ($99 per license). You can check what version you currently have installed by going to Tools > QSalesData Import and the version will be displayed at the top of the window.




INITIAL CONFIGURATION VIDEO (Takes you through the process of setting up QSalesData)

SINGLE-USER Installation Checklist (Installing on a single machine with Act! and QB installed on it)

MULTI-USER Installation Checklist (Installing in a multi-user network environment with servers)


And if you want to see more details on the product, you can review our detailed User Guide using the link below:

QSalesData User Guide





You can choose to perform manual transaction syncs (Tools > QSalesData Import). In which case, you don't need to worry about this step. But if you want your transaction sync to run automatically each night, this program lets you automate your transaction syncs, so that your each night new QuickBooks data is imported into Act! and the fields on your QB Data tab are updated. Only need to install this program on one computer, the one that you want to run the nightly imports. This program is typically installed on your server computer, and it does not need to have Act! and QuickBooks open to run. NOTE: Requires a QSalesData license to be loaded on the computer.

Download Nightly Transaction Sync Pgm

QTransaction Sync v12 for Act! v22.1 and Act! v23

QTransaction Sync v11 for Act! v19 through Act! v22.0

QTransaction Sync v10.2 for Act! 2013 thru Act! v18

QTransaction Sync v10.2 for Act! 2010, 2011 and 2012

NOTE: If you are upgrading your Nightly Sync Program from an older version, you may need to re-setup your configuration preferences after upgrading.

There are specific install instructions in our Quickstart Guide and User Manual. You can also watch a video that will show you how to install and configure the nightly transaction sync program in the online videos section of our website.