A step-by-step wizard helps guide you through the setup process based on whether you're a new or existing Act! user.

New to Act? Use our Qsales setup wizard to create a new database that is fully populated with all your QuickBooks customers & vendors the first day you use it. Our "Link & Sync" wizard creates the contacts in Act! with the accounting links in one step.

If you're not new to Act!, and implementing Qsales into an existing Act! database, you can use our "Link & Sync" Wizard to link all of Act! contact records to either QuickBooks customers or vendors, and be able to edit both of them inside of Act!

With the QB Transactions Tab in Act!, users can see a customer's entire transaction history without looking in QuickBooks.

Qsales imports the QuickBooks transactions (invoices, estimates, payments, etc.) into Act!, allowing users to see them under a specific contact. Not only can an Act! user quickly see all of the transactions for a specific customer, they can also drill down into a specific transaction to read the details. All without having QuickBooks on their PC.

Users can also pivot to a global view to see all the transactions for the company, allowing them to easily gain insights by filtering by date range, sales rep, amount, class, or what have you. 

Search for customers by product purchased, transaction date, sales amount, sales rep, or even transaction type, just to name a few. Qsales gives you a "LOOKUP ITEM" button that lets you pull up all customers that purchased a particular item within a date range you specify. The improved custom table functionaility allows users to filter, group & calculate transactions in Act! with ease.

This key sales information enables users to intelligently up-sell and cross-sell customers.

Thanks to Qsales, the days of entering the same details in both your accounting and CRM are over. Simply click on a button on our Qsales toolbar and that contact will be instantly created in QuickBooks as either a customer or vendor using the details you have in Act!. 

When updates are needed, simply make the changes in Act!, and then push those changes to the linked customers or vendors in QuickBooks. Qsales also supports pulling updates from QuickBooks into the linked contact in Act!.

Using the Qsales toolbar, you can pull up a contact in Act! and quickly create QB transactions like Invoices, Estimates, Sales Orders, and Sales Receipts. You can even record customer payments. From the same Contact's QB Transactions tab, you can view and edit past QuickBooks transactions from within Act!

Rest easy, Qsales user security allows you to configure which users are authorized to create, edit, and view transactions.

Remote Act! users with syncing RDB's can see all past transactional data offline, AND thanks to the Qsales API, they can also create new transactions when online that instantly appear in the office QuickBooks. 

Keep vital accounting data at your team's fingertips by using Handheld Contact to sync seven essential QB Data fields to your mobile device. Click HERE to learn more about this mobile integration. HHC sold separately.

Gain important sales & collection insights with the Qsales reporting tool featuring 13 built-in reports, including sales by customer, product, or rep, as well as a variety of overdue account reports.

Our nightly Qsync delivers QuickBook updates each day to Act!, as well as on-demand. All this transaction data then syncs out to Act! Remote Databases so your team can work from anywhere. 

The nightly Qsync process can be enabled to check for new customers in QuickBooks that don't exist in Act! , and add them automatically as a contact.

We built Quoting4act into Qsales to enable users to convert Act! Opportunities into professional-looking quotations with a single click of the mouse. These quotes can be customized to suit any business, and delivered as PDF's to your prospects.

What's more, Qsales synchronizes the QuickBooks Item list into the Act! product list, so when Act! users are adding products to their Opportunities, they are actually picking QuickBooks Items. And yes, all quotes are saved to History, as well.

For improved pipeline management, Opportunities in Act! can easily be converted into a QuickBooks transaction once it closes. Simply click "Convert to Invoice" inside an Opportunity, and it is saved instantly as a transaction in QuickBooks. 

Alert your staff to overdue accounts with the handy toolbar notification. Overdue amounts will be displayed in red on the toolbar to keep users from selling more goods or services to potential credit risks. 

Use the QB Data Tab to see a summary of the last 5 Years of Sales Totals in Act!, as well as Past Due Balance information. You can also quickly see key metrics like Last Invoice Date, First Invoice Date, Average Sales Amount, and Lifetime Sales Amount. 

The QB Data tab also breakdown the sales by month for each of the last 5-years, allowing you to see purchase patterns instantly.

Thanks to our proprietary Qsales API, only one QuickBooks license is needed for all Act! users, potentially saving customers hundreds, even thousands of dollars annually.