NEW Qsales v13 for Act! Licensing Decision Worksheet
The following worksheet is meant to assist you with deciding how many additional Qsales licenses you need to purchase for your company. Note that with Qsales v13, you now only need to have one Quickbooks license to cover all your Act! users to have full functionality. And for the first time, remote users with syncing RDB's also have access to Qsales functionality.
Please note that Qsales requires a dedicated QuickBooks license to connect all users to the accounting data, and this license cannot be used by any other QuickBooks user to login. Act! users without Qsales are limited to the summary data under the QB Data tab.
Refer to the worksheet below to see the different features available depending on if the users are on the same network as QuickBooks, or working remotely. Qsales is licensed per workstation.
Act! & Qsales features
Act! user without Qsales (Network or Remote)
Remote Act! user with Qsales & an RDB
Act! user with Qsales & access to Master DB
View general QB Fields in Act! (Terms, Type, Rep, Credit Limit, etc.)
Create professional looking Quotes from Opportunities
Be alerted of overdue accounts on the Qsales Toolbar
Access to the QB Transactions Tab in Act! (view all transactions)
Double-click on transactions in the QB Transactions Tab to see details
Access to the QB Items Tab and the Lookup Items button in Act!
Create & Edit QB Customers and Vendors from inside Act!
Create & Edit QB Transactions from inside Act!
Convert Opportunities to QB Transactions inside Act!
Link Records between Act! and QuickBooks
“Refresh Data from QB” functions on the QSalesData toolbar
Manually import QB Transactions or products into Act!