Enhanced accounting functions inside of Act!
Ideal for teams of
any size
Reduces Act! users
reliance on QuickBooks
Supports local and
remote Act! users
Qsales API
Completely rewritten, the new Qsales API is now faster, more feature-rich, and 64-bit compatible. The best part of Qsales API is it reduces your non-accounting staff's reliance on QuickBooks.
The new Qsales API links your Act! and Quickbooks databases together to eliminate double-entry and make your Act! users more productive and informed.
$10 / month (billed annually)
Like in past versions, Qsales seamlessly links your CRM and accounting data together to eliminate double-entry of data, and deliver more accounting visibility to your Act! users, which will make them more productive and informed.
Unlike past versions, though Qsales only needs one QuickBooks license for all Act! users, and allows them to create, edit, & view transactions from within Act!, without needing QuickBooks locally installed, or even open.
Qsales API doesn't replace QuickBooks, as it can't be used to track revenue, costs, inventory, or balances. For casual users who need only read & write transactions, Qsales API is a great cost-saving option!
- QB Data Tab Get a quick understanding of your customer in one tab. This summary tab displays all the data calculated from the transactions downloaded from QuickBooks, and shows you a month by month breakdown of the last 5-years of sales.
- Qsales Toolbar features This toolbar gives you quick access to time savings features like creating, linking, and editing new customers, as well as creating & looking up transactions.
- QB Transaction Tab This tab displays all the transactions downloaded from the linked QB customer. These transactions can be updated on demand, or from the nightly sync.
- QB Items view This tab allows user to quickly see all the products the customer has purchased in the past, and then expand each one to see all the transactions those product purchases are linked to
- Global Transaction View Seeing all the transactions under one contact is great, but sometimes you need to see all the transactions for the company in one place, and the QB Transactions button on the left side Navbar provides exactly that. Due to the sensitive nature of this data, we also allow you to restrict which users can see this button.
- Editing QB Customers in Act! This Qsales feature is a big time saver for users that would normally have to update a customer in two places.
- Report View Complete AR, sales, and product reports right inside of Act!
- Create Transaction button A dropdown list of all transactions you can create inside of Act!
- Opportunity Options Qsales includes a number of options within Opportunities that save time and generate revenue
1
Five years of sales, summarized by month and year
2
Critical account balance fields
3
Lifetime sales snapshot
4
QB custom fields
5
Fields for linking contacts to customers/vendors
1
Toolbar features like creating and linking contacts to customers
2
Creating transactions
3
Editing customers
4
Lookup transactions
5
Allows you to search for a transaction number, and the contact it's linked to
6
Push field data from Act! to QB or QB to Act! based on the field mapping
7
Click to launch Report Wizard (see Report View tab for more details)
8
Calculator
9
Cog allows you to select which toolbar options are displayed. Also, brushing the mouse over the cog displays the Qsales version number
10
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.
1
Selected transaction under the QB Transaction Tab. Double Click to display the transaction in edit mode.
2
Displays window of transaction. Changes made here are saved instantly to QuickBooks
3
Add or delete items from a transaction, or change the quantity below within the line item
4
Update an of the fields displayed like Class, Date & Due Date, Terms, Sales Rep, and Sales tax
5
Change a transaction to "Pending" to make it non-posting
1
The product column, which is expandable
2
Transaction date
3
Transaction number
4
Transaction Type
5
Quantity of product purchased with that transaction
1
All column headers are filterable so you can easily create a customized view of only the transactions you want to see.
2
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.
3
Export your list to Excel or CSV to share with others on your team
4
The Deliver button allows you to print or email the transaction. A separate form designer is also available.
5
Customize Columns allows you to choose which columns you see
6
You can also right-click on any transaction and select Go to Contact, Duplicate Transaction, or Convert to Recurring Transaction
1
Toolbar button to edit the record in QB
2
All fields that are active in the edit view will be updated instantly in QB when saved here.
3
Complete updates on the left side, and copy to the right
4
Make a customer inactive from Act!
1
Top sales by customer
2
Collections Report
3
Top sales by products
4
AR report
5
Sales Rep results
1
This button on the toolbar will display the last transaction you created, making it easier to create similar type transactions for different customers
2
Invoice, Sales Receipt, Credit Memo, and Receive Payment functions are all posting transactions and once saved, appear instantly in Quickbooks.
3
Estimates can also be emailed to the customer from inside the transaction for faster quoting.
1
Quoting4act: Convert any Opportunity to a professional-looking quote
2
Convert an Opportunity to a QuickBooks Transaction
3
Link an Opp to a Contact & Customer
4
Handy quote functions like preview, email, save to Documents, and Save
How does it work?
Add the Qsales API to your file server where the Act! and QuickBooks program and data reside. In a network environment, the API and QuickBooks only needs to be installed once, with all other workstations connecting to the API to read the QuickBooks data. Accounting staff can continue to use QuickBooks, but all other staff can install the Qsales plugin and read the transaction details through the API and inside of Act!. This functionality will save your team hundreds, if not thousands each year in unnecessary QuickBooks licensing.
Why choOse the API version?
If you want to give your whole team basic accounting functionality without paying for QuickBooks licensing for each of them, then the API product is for you.
Create invoices, sales receipts, sales orders, credit memos, and even receive payments from within Act! Qsales API also allows you to link 32-bit and 64-bit versions of Act! and QuickBooks together without having to match programs of similar bitness because Qsales API links the data, not the programs.
QSales 64-bit Compatibility
QSalesData works with the following US, Canada and UK versions of ACT!
- Act! 19.2 or newer (desktop only)
QSalesData works with the following US, Canadian, and UK VERSIONS of QuickBooks
- QuickBooks v18 Basic, Pro, Premier and Enterprise and NEWER
Windows
- Qsales API must be set up on a Windows Professional or Server-based operating system (must support Internet Information System).
Frequently Asked Questions
How does Qsales v13 reduce my reliance on QuickBooks?
Prior to Qsales v13, for Act! users to view customers' transaction history, they'd all have to have a QuickBooks license. This could easily add $400-1000 in license cost per user. Qsales v13 connects all users to the QuickBooks data through one user account, meaning a business can provide everyone access to vital accounting details for the cost of one QuickBooks license, and not need QB installed on every workstation.
I've used Qsales 12.x in the past, is the upgrade to v13 easy?
If all users accesses QuickBooks through one user account, how do I control user security?
Is the connection to QuickBooks live or offline?
How can a remote user create a transaction in their RDB and have it appear in the office QuickBooks instantly? Is that secure, and do I need a VPN?
Do local and remote users have all the same Qsales features & functions?
Is Qsales v13 compatible with Act! v24 - the 64-bit version?
Does Qsales work with the online version of QuickBooks, or just the Desktop version?
