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
    Step5_1.jpg
  • Click Settings tab
  • Set Connections type to Xact QB Link Server
  • Click Settings button
    Step5_2.jpg
  • 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.
    Step5_3.jpg
  • 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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