Online Videos

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

INSTALLATION RELATED VIDEOS

	INITIAL CONFIGURATION VIDEO (takes you through the setup process)
	Using the QSalesData Tab Installer to add the QB Data tab and sales fields to your ACT! Layout
	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)

	Linking Records if you sell to Businesses (Your ACT! Contacts have Company Names)
	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)

QBSALESDATA GENERAL FUNCTIONALITY VIDEOS

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

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

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