QBSalesData: Quickbooks Link for ACT!

Online Videos

Click on each video link to watch. Each Video is less than 10 minutes in length.

 

INSTALLATION RELATED VIDEOS

Play INITIAL CONFIGURATION VIDEO (takes you through the setup process)
Play Using the QSalesData Tab Installer to add the QB Data tab and sales fields to your ACT! Layout
Play Setting up the Nightly Transaction Sync Program on a Windows Vista, Windows 7, or Windows 2008 Server

 

LINKING RECORDS BETWEEN ACT! AND QB (if you have existing ACT and QB databases)

Play Linking Records if you sell to Businesses (Your ACT! Contacts have Company Names)
Play Linking Records if you sell to Individuals (ACT! Contacts do not have Company Names)

 

USE THE "CREATE FROM QB" FEATURE (if you are starting out with a brand new ACT! database)

Play Using the CREATE FROM QB feature to pull all of your QuickBooks Customers into ACT!

 

QBSALESDATA GENERAL FUNCTIONALITY VIDEOS

Play Hiding and Customizing the QSalesData Toolbar
Play Manually Linking Records between ACT! and QuickBooks. (There may be some records that were not linked during the QB Customer Link Process)
Play How to run a manual Transaction Sync to import sales data from QuickBooks into ACT!
Play How to convert an ACT! Contact to a QuickBooks Customer (QB Create/Link button)
Play How to use the QB Transactions and QB Items tabs in ACT!
Play How to create QB Transactions (invoices, estimates, etc.) from ACT!
Play Using the LOOKUP ITEM button to pull up customers by Items Purchased
Play Using the information on the QB Data Tab in ACT!
Play How to use the CONTACT DATA SYNC feature to push address changes between ACT! and QuickBooks

 

VIDEOS RELATED TO THE ACT! OPPORTUNITIES TO QB TRANSACTIONS PROCESS IN QBSALESDATA

Play How the ACT! Opportunities to QuickBooks Transactions process works
Play How to add the 3 key QSalesData field to the ACT! Opportunity Layout
Play How to convert Opportunities for First Time Customers

 

QUICKBOOKS JOB FUNCTIONALITY BUILD INTO QSALESDATA (version 3 or higher)

Play Overview of the Job Functionality built into QSalesData version 3