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