S50SalesData: Sage50 Link for ACT!

Online Videos - Sage 50 Link for Act!

Click on each video link to watch. Each Video is less than 10 minutes in length.

 

INSTALLATION RELATED VIDEOS

Play INITIAL CONFIGURATION VIDEO (takes you through the setup process)
Play Using the S50SalesData Tab Installer to add the S50 Data tab and sales fields to your ACT! Layout
Play Setting up the Nightly Transaction Sync Program on a Windows Vista, Windows 7, or Windows 2008 Server

 

LINKING RECORDS BETWEEN ACT! AND QB (if you have existing ACT and Sage50 databases)

Play Linking Records if you sell to Businesses (Your ACT! Contacts have Company Names)
Play Linking Records if you sell to Individuals (ACT! Contacts do not have Company Names)
Play Linking Records if you have Company Records created in ACT!

 

USE THE "CREATE FROM QB" FEATURE (if you are starting out with a brand new ACT! database)

Play Using the CREATE FROM QB feature to pull all of your QuickBooks Customers into ACT!

 

QBSALESDATA GENERAL FUNCTIONALITY VIDEOS

Play Hiding and Customizing the S50SalesData Toolbar
Play Manually Linking Records between ACT! and Sage50. (There may be some records that were not linked during the S50 Customer Link Process)
Play How to run a manual Transaction Sync to import sales data from Sage 50 into ACT!
Play How to convert an ACT! Contact to a Sage 50 Customer (S50 Create/Link button)
Play How to use the S50 Transactions and S50 Items tabs in ACT!
Play How to create Sage 50 Transactions (invoices, estimates, etc.) from ACT!
Play Using the LOOKUP ITEM button to pull up customers by Items Purchased
Play Using the information on the S50 Data Tab in ACT!
Play How to use the CONTACT DATA SYNC feature to push address changes between ACT! and Sage 50

 

VIDEOS RELATED TO THE ACT! OPPORTUNITIES TO QB TRANSACTIONS PROCESS IN QBSALESDATA

Play How the ACT! Opportunities to Sage 50 Transactions process works
Play How to add the 3 key S50SalesData field to the ACT! Opportunity Layout
Play How to convert Opportunities for First Time Customers

 

QUICKBOOKS JOB FUNCTIONALITY BUILD INTO QSALESDATA (version 3 or higher)

Play Overview of the Job Functionality built into S50SalesData