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Subscription Price

$120

per activation, per year

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QuickBooks Integration with Act!
Qsales for Act!

Qsales makes Act! the perfect CRM for QuickBooks users

See the whole picture with contact & customer data in one place

Qsales v13 is here, and it's worth the wait. Keystroke's new Qsales v13 seamlessly integrates your Act! and Quickbooks applications together to give your whole team the account visibility they need to be more productive and informed. Having the data to see contacts as customers allows users to understand the value of an account at an instant, including their account status, product preferences, payment patterns, and even the volume of business from year to year.

Qsales allows users to respond to urgent customer needs quickly by recording payments or generating new transactions from inside of Act!. And the Overdue Toolbar Utility warns users of past due accounts, helping to avoid further credit risks with that client. 

Unlike past versions, though Qsales v13 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 doesn't replace QuickBooks, as it can't be used to track revenue,  costs, inventory, or balances, but for the casual users who need only read & write transactions, Qsales v13 is a great cost-saving option!

More data visibility for more users at less cost is why we say Qsales makes Act! the perfect CRM for QuickBooks.

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New Dual Deployment API makes Qsales 13.1 great for teams of all sizes!

Now Single and smaller teams no longer need a dedicated QuickBooks license for the Qsales API. Our new "Personal" API deployment allows these customers to use the same QuickBooks license for Qsales as they do for logging into QuickBooks. So now Qsales is great for teams of any size. Click HERE to learn more.

Click HERE to learn about the upgrade features released in June of 2021.

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

Seamless CRM & Accounting Integration

Our Easy Setup Wizard gets you started fast

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

Qsales Reporting

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.

QSales Features

comparison tileAPI API

comparison tileCLASSIC CLASSIC

View transaction inside Act!

View 5-year transaction summary inside of Act!

Create new Act! database from QB

Link contacts to QB Customers & vendors

Update customer infor from Act!

Lookup customers by products purchased

Create & Edit QB transactions inside Act!

Create & Edit QB customers inside Act!

Requires QB to be installed locally

Create professional quotes inside Act!

Qsales functions with a remote DB

Sync vital accounting data to HHC

Qsync updates accounting data in Act! nightly

Saves business money on QB licensing

Works with older & newer versions of Act! & QB

Qsales Reporting

Be alerted of overdue accounts on the Qsales Toolbar

Works with 64-Bit versions of Act!

Works with 64-Bit versions of QuickBooks

Automatically create Act! contacts from new QB customers

Convert opportunities to QB Transactions

Refresh data from QB into Act! on demand

Email or Print transactions inside of Act!

Transaction Search inside of Act!

Filterable transaction lists at contact & global level

User level security

= Included
= Not Included
= Partially Included

Qsales v13.1 Feature Tour

NEW VIDEOS

How to Manage Transactions From Within Act!

How to create & edit QuickBooks customers inside of Act!

Quoting Inside
of Qsales

How to install the Qsales API

Setting up the nightly Qsync

How to setup a new database with Qsales

How to setup Qsales with an existing database

How to create & edit QB customers inside of Act!

Using the Qsales Quoting feature inside of Act!

How to manage transactions from within Act!

Keystroke Qsales for Act! Gallery

Frequently Asked Questions

How does Qsales save me money 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.

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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 (Qsales API only).
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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 available with Qsales API.
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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 (API version only)
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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
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Purchase Notes & System Requirements

Prices, Currencies, and Terms

  • $120 per activation, per year (all pricing listed in USD)

Software System Requirments

  • Act! v19.2 Pro & Premium and newer (including v24)
  • QuickBooks 2018 Basic, Pro, Premier and Enterprise and HIGHER (US, Canadian, and UK version)
  • Qsales API must be setup on a Windows Professional or Server-based operating system (must support Internet Information System).

Qsales for Act! Setup Instructions:

Who we are?

Specializing in CRM software for small to medium sized businesses, through expert counsel, deployment, hosting, support, and development services.

Delivering fruitful CRM solutions since 1994, Keystroke is the #1 Act! Reseller in the World and Master Act! Distributor for Canada.

Contact Keystroke

Get in Touch

Toronto   500 Gordon Baker Rd. Toronto, ON, M2H 3B4
Toll Free : 800.857.0558
Office : 416.499.3090
Fax : 416.499.1090

Kitchener   250 Woolwich St. S. Breslau, ON N0B 1M0
Toll Free : 800.939.4737 Ext. 1
Office : 519.579.1408

 
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Monday to Friday: 9AM to 6PM EST
Saturday & Sunday: Closed

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