Xact Link for ACT! and QuickBooks Install & Setup Guide

Upgrading Act!

If you are upgrading Act!, depending on the connection type you may have to re-authenticate with QuickBooks. Refer to our FAQ document on how to perform this procedure.

Upgrading 32-bit Act to 64-bit Act! (Act 2022 and newer)

How to migrate Xact QB Link configuration from Act 32-bit
(!) Note that the instructions below will disregard any Xact QB Link configuration changes you’ve made on the new Act install.

1. Make sure Act is not running
2. Open C:\Program Files (x86)\ACT\Act for Windows\Plugins\Xact_QB_Data
3. Copy the ACTQBConfig.xml file
4. Open C:\Program Files\ACT\Act for Windows\Plugins\Xact_QB_Data
   Notice this time its “C:\Program Files” not “C:\Program Files (x86)”
5. Backup the current configuration by renaming the current ACTQBConfig.xml file as ACTQBConfig_backup.xml (or any other file name you prefer)
6. Paste the ACTQBConfig.xml file from step 3
7. Run Act as usual.