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.

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