Knowledge Base
PROGRAM: DataPlus for QuickBooks - Contact Push

Table of Contents
Contact Push
Using DataPlus you can create or edit "Customer", "Vendor" or "Employee from the current Act contact.
Typically prospects are created in Act and recorded/tracked histories, notes. emails, and more, are created in Act. Once the contact becomes a customer, they are then pushec to QuickBooks.
Contact Push Configuration Contact Push
Related FAQs
Configure Contact Push - Customer | Vendor | Employee
dpQuickBooks Configuration
  1. Open Act
  2. From Act Toolbar
  3. Tools/dpQuickBooks/
  4. Click on Configure QuickBooks Push
dpQuickBooks Configuration
    Configuration List
  1. Click on Add New
dpQuickBooks Configuration
    Configuration List
  1. Click on New Configuration 1
dpQuickBooks Configuration
    Configuration List
  1. Change text from New Configuration 1 to Contact Push
dpQuickBooks Configuration
    Configuration List
  1. Click on Mapping Type Field
  2. Choose ACT! Opportunity
  3. Click on Integration Options Upper Tab
Configure Contact Push
    Integration Options
  1. Check Use This Configuration For Contact Push
    2. Identifier Configuration
  2. Customer Field Customer Number
  3. Employee Field Employee Number
  4. Vendor Field Vendor Number
  5. Click Save
  6. Click OK
  7. Click Close
  8. Click Yes
  9. Click OK
DataPlus for QuickBooks - Allow Contact Push
Allow Push
    Manage Permissions
  1. Open Act
  2. Menu Toolbar: Tools/DataPlus 4.0 Manage Permissions
Allow Push
    Manage Permissions Current Connections
  1. Click on QuickBooks
    2. Permissions
  2. Click on Misc Permissions tab
Allow Push
    Manage Permissions
  1. Check "QB Contact Push" for each user level you want to allow
  2. Click Save
  3. Click OK
  4. Click Close
  5. Click Yes
  6. Click OK
DataPlus for QuickBooks - Contact Push - Customer
Contact Push
  1. Open Act
  2. Perform Lookup for Contact you wish to push to QuickBooks
Contact Push
  1. Menu Toolbar: Tools/DataPlus 4.0 Push Contact to QuickBooks
Contact Push
    QuickBooks Push
  1. Choose Create a Customer in QuickBooks
  2. Click Next
Contact Push
    Review Push Information
  1. Click Cancel if you want to make any changes
  2. Click Push
Contact Push
    Successfully Pushed
  1. Click OK
Contact Push Edit
  1. Menu Toolbar: Tools/DataPlus 4.0 Push Contact to QuickBooks
Contact Push Edit
    Review Push Information
  1. Click Cancel if you want to make any changes
  2. Click Push
Contact Push Edit
    Successfully Pushed
  1. Click OK
Related FAQs
   
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