In order to use QSales for Act v13, the QSales API needs to  be installed on a server running a Windows Server or Windows Professional operating system which also has local or LAN access to the Quickbooks company file.  In a shared network environment, the QSales API only needs to be installed on this central machine and not on every workstation. The QSales API will communicate with Quickbooks and return data to the Act users running the QSales for Act plugin. 

Note: Prior to setting up the QSales API, please understand that you must first create a dedicated Quickbooks user for QSales API. This user must have the appropriate permissions which allow for QSales to create and edit records such as transactions and customers. Once QSales API is installed and this particular user is assigned, no one will be able to log in to this Quickbooks user while the QSales API is running.

Installing QSales API

1. Before beginning installation, log in to Windows using a user account that QSales API will use to communicate with Quickbooks. This user must be a local Windows Administrator, and also have access to launch and log into Quickbooks.
2. Download and install the QSales for Act Server installer from the following link: https://act4work.com/Files/QSalesForAct/64bit/QSalesForAct_Server_Installer.exe
3. Launch the QSales API Utility from the Windows Start menu.