QuickBooks Integration with Act!
Qsales for Act!
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.

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.

Fast Facts on the Features of the New Qsales for Act!
Seamless CRM & Accounting Integration

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









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 |
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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 |
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
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
- Qsales API Settings
- API Installer
- Qsales Field Builder
- Field Mapping Wizard
- Field Builder settings
- Field Mapping Settings
- New Tab Installer
- New Link & Sync Wizard
- Run Manual Transaction Sync
- Data sync setting
- QuickBooks Certificate installer
- QB Transactions Tab (Global View)
- QB Transactions Tab (Contact View)
- Create or Edit Transactions inside of Act!
- QB Data Tab
Frequently Asked Questions
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.
- 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 API 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









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: