Knowledge Base
PROGRAM: DataPlus for QuickBooks - Act Opportunity Push

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Act Opportunity Push
Using DataPlus Act Opportunity configuration, in the Act Opportunity Detail or List View, you are able to push an Opporunity to QuickBooks. You can push one Opportunity or multiple Opportunies at a time.
Push Configuration
Note: To allow Act Opportunity Push you should also allow Contact Push
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
  3. Customer Field Customer Number
  4. Employee Field Employee Number
  5. Vendor Field Vendor Number
  6. Click Save
  7. Click OK
  8. Click Close
  9. Click Yes
  10. 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
  3. Click on Misc Permissions tab
Allow Push
    Manage Permissions
  1. Check "QuickBooks 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
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