Xact Link for ACT! and QuickBooks Server Guide

Step 5 – Testing the connection

Assuming Xact Link for QuickBooks is already installed on the workstation / client machine

  • Run ACT! and log in as ACT admin
  • Ignore any connection error messages thrown by QB Link
  • Open contacts details view and select QuickBooks tab
  • Click Options button on the tab’s toolbar
  • Click Settings tab
  • Set Connections type to Xact QB Link Server
  • Click Settings button
  • Fill in the server name and connection settings to match the settings in the QB Link Server
  • Click OK
  • Click Test connection
    Sometimes performing Test connection multiple times causes an error, try restarting ACT in such cases.
  • Click Save Settings button and restart ACT!QB Link Server is now good to go.

Consult the manual for Xact Link for QuickBooks for more detailed client side settings and configuration.

Back to top ^