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Qsales Makes Act!

The Perfect CRM for

QuickBooks USERS

Integrating your CRM and accounting applications together helps save time, find information faster & easier, and gives your whole team the account visibility they need to be more productive and informed. Having the data to see contacts as customers allows them to understand the value of an account instantly, including their account status, product preferences, payment patterns, and even the volume of business from year to year.

Take your business to next level with Qsales - simply the best solution for integrating QuickBooks and Act!.

Qsales offers two solutions for QuickBooks integration with Act! - API and Classic

Both solutions download all your transactions into Act! and provide a direct link between Act! & QuickBooks. Qsales helps you save time by avoiding duplication of labor, allows you to better understand contacts as customers, and makes information faster & easier to find.

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QSales API v13

Enjoy more features & flexibility with reduced QuickBooks reliance

The API version links the data and offers you more accounting functions inside of Act!, while reducing your non-accounting staff's reliance on QuickBooks.

15-day Free Trial Available! 

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QSales CLASSIC v14

Tried and true features with greater version compatibility

Classic connects the two programs and offers a wider range of compatibility for legacy users, with support for multiple data files. 

15-day Free Trial Available! 

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Five years of sales, summarized by month and year
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Critical account balance fields
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Lifetime sales snapshot
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QB custom fields
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Fields for linking contacts to customers/vendors
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Toolbar features like creating and linking contacts to customers
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Creating transactions
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Editing customers
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Lookup transactions
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Allows you to search for a transaction number, and the contact it's linked to
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Push field data from Act! to QB or QB to Act! based on the field mapping
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Click to launch Report Wizard (see Report View tab for more details)
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Calculator
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Cog allows you to select which toolbar options are displayed. Also, brushing the mouse over the cog displays the Qsales version number
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Overdue alert button. Get immediate feedback on whether this account has overdue bills. When the button is red it's over due, and when it's green, the account is within terms.
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Selected transaction under the QB Transaction Tab. Double Click to display the transaction in edit mode.
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Displays window of transaction. Changes made here are saved instantly to QuickBooks
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Add or delete items from a transaction, or change the quantity below within the line item
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Update an of the fields displayed like Class, Date & Due Date, Terms, Sales Rep, and Sales tax
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Change a transaction to "Pending" to make it non-posting
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The product column, which is expandable
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Transaction date
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Transaction number
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Transaction Type
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Quantity of product purchased with that transaction
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All column headers are filterable so you can easily create a customized view of only the transactions you want to see.
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Convert to Opportunity is great for customers that re-order a lot. You can take a transaction, convert it to an Opp, which can then be converted to a quote.
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Export your list to Excel or CSV to share with others on your team
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The Deliver button allows you to print or email the transaction. A separate form designer is also available.
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Customize Columns allows you to choose which columns you see
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You can also right-click on any transaction and select Go to Contact, Duplicate Transaction, or Convert to Recurring Transaction
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Toolbar button to edit the record in QB
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All fields that are active in the edit view will be updated instantly in QB when saved here.
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Complete updates on the left side, and copy to the right
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Make a customer inactive from Act!
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Top sales by customer
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Collections Report
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Top sales by products
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AR report
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Sales Rep results
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This button on the toolbar will display the last transaction you created, making it easier to create similar type transactions for different customers
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Invoice, Sales Receipt, Credit Memo, and Receive Payment functions are all posting transactions and once saved, appear instantly in Quickbooks.
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Estimates can also be emailed to the customer from inside the transaction for faster quoting.
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Quoting4act: Convert any Opportunity to a professional-looking quote
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Convert an Opportunity to a QuickBooks Transaction
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Link an Opp to a Contact & Customer
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Handy quote functions like preview, email, save to Documents, and Save

WHAT DOES THE PERFECT CRM FOR QUICKBOOKS MEAN TO YOU?

Saves you time & effort, everyday

Saves you time & effort, everyday

No more duplication of labor. Customers & transactions can be created & updated inside of Act!. Reduce the time you spend toggling between programs, and get more done.

See your contacts as customers

See your contacts as customers

Quickly see a five-year profile of your business with each linked contact, as well as lifetime value, last purchase and a monthly breakdown at a glance. And be alerted of credit risks.

Find information faster & easier

Find information faster & easier

Quickly find any transaction and the contacts they're linked to. See all transactions under a contact or pivot to view all transactions globally. And use our handy reporting tool for greater insights.

Take your data with you, anywhere

Take your data with you, anywhere

Qsales downloads the data into your database, allowing you to take your data with you. This means you have the customer insights you need, when and where you need them.

Fast Facts on the Features of the New Qsales for Act!

Seamless CRM & Accounting Integration

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Easy setup wizard

gets you started fast

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Use Qsync to automatically

update your Act! each night

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View Customer transaction

history within Act!

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Lookup customers by

products purchased

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Create or Update QB Customers

from within Act!

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Sync vital accounting data

to Handheld Contact

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Create a new Act! database

from QuickBooks

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Link Act! contacts to QuickBooks

Customers & Vendors

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Create professional-looking

quotes from Opportunities

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Convert Act! Opportunities

to QB Transactions

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View 5-years of QB sales

metrics in Act!

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Alert Act! users of credit risk

accounts

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