Online Videos
Click on each video link to watch. Each Video is less than 10 minutes in length.
INSTALLATION RELATED VIDEOS
LINKING RECORDS BETWEEN ACT! AND QB (if you have existing ACT and QB databases)
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Linking Records if you sell to Businesses (Your ACT! Contacts have Company Names) |
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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)
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Using the CREATE FROM QB feature to pull all of your QuickBooks Customers into ACT! |
QBSALESDATA GENERAL FUNCTIONALITY VIDEOS
VIDEOS RELATED TO THE ACT! OPPORTUNITIES TO QB TRANSACTIONS PROCESS IN QBSALESDATA
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How the ACT! Opportunities to QuickBooks Transactions process works |
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How to add the 3 key QSalesData field to the ACT! Opportunity Layout |
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How to convert Opportunities for First Time Customers |
QUICKBOOKS JOB FUNCTIONALITY BUILD INTO QSALESDATA (version 3 or higher)
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Overview of the Job Functionality built into QSalesData version 3 |