Xact Link for ACT! and QuickBooks Install & Setup Guide

Overview

The Xact Link for ACT! & QuickBooks is an application which allows ACT! users to connect to selected QuickBooks accounting products; in doing so it provides ACT! users with the ability to view QuickBooks customer information, and update and enter customer data to QuickBooks from within ACT!.

The link operates as an ACT! plug-in; when installed it operates as a tab within the Contact detail view in ACT!. In addition it provides a menu item within the Tools menu in ACT!.

Compatibility

The Xact Link for Act! and QuickBooks is compatible with:

  • Act! Pro and Act! Premium version 12.0 (Act! 2010) and above

The Xact Link for Act! and QuickBooks can be installed in Act! for Web but can only be accessed though it's desktop application.

The Xact Link for Act! and QuickBooks is compatible with the following versions of QuickBooks:

New Zealand & Australia

Reckon Accounts Premier and Enterprise versions:

  • 2014 and newer*

QuickBooks Pro, Premier and Enterprise versions:

  • 2012/2013
  • to
  • 2008/2009 (minimum)

The following QuickBooks/Reckon editions do not support third party integration and hence do not work with the Xact QuickBooks Link:

  • QuickBooks/Reckon Accounting
  • QuickBooks/Reckon Easy Start and
  • QuickBooks/Reckon Plus

USA and Canada

QuickBooks Pro, Premier and Enterprise versions:

  • 2014 and newer *
  • 2013**
  • 2010 (minimum)

The following QuickBooks editions do not work with the Xact QuickBooks Link: QuickBooks Simple Start, QuickBooks Essentials, QuickBooks Plus and any of the QuickBooks Accounting range of products.

United Kingdom

QuickBooks Premier and Enterprise versions:

  • 2014 and newer*
  • to
  • 2010 (minimum)

Note: The Xact link for ACT! and QuickBooks (UK) should be compatible with the Enterprise version of QuickBooks although this is yet to be tested

*If you have a different version than listed above, we provide 14 days fully working evaluation subscription.  Feel free to contact us if you need more information.

The Xact link form ACT! and QuickBooks is compatible with the following operating systems:

  • 32-bit Windows XP
  • 32-bit and 64-bit Windows Vista
  • 32-bit and 64-bit Windows 7
  • 32-bit and 64-bit Windows 8/8.1
  • 32-bit and 64-bit Windows 10
  • Windows Server 2003, 2008 including SBS, 2010.

** US QuickBooks 2013 - Requires latest update/patch R8 and above (version 23.0.4008.0)