QuickBooks Desktop (QBD) is a on-premises financial management software designed to help you create estimates and invoices, track sales and cash flow, and manage your customers and vendors.
Integrating D-Tools Cloud and QBD will allow you to seamlessly transfer catalog, customer, vendor, and project information from D-Tools Cloud to QBD. Also, you can push anything accounting-related to QBD and manage all your accounting on QBD.
Copy the QBD connector key
To copy the QBD connector key:
1/ Go to "Settings > Integration > Manage Integrations" in the left navigation menu.
2/ Set the "Enable Accounting Integrations" option to ON.
3/ Click "Get connector key" in the QuickBooks Desktop tile under Accounting Integrations.
4/ Click the Copy icon and keep the key handy.
Install the D-Tools Cloud QuickBooks connector app
To install the D-Tools Cloud QuickBooks connector app:
1/ Click "Download connector" in the QuickBooks Desktop tile and download the D-Tools Cloud QuickBooks connector app.
2/ Install the D-Tools Cloud QuickBooks Connector app on a Windows computer.
Configure the integration
To configure the integration:
1/ Open the D-Tools Cloud QuickBooks connector app.
2/ Open QuickBooks and log in as the "Admin" user and verify that you are in single-user mode. Being logged in as the admin and in single-user mode is only necessary during this initial configuration.
3/ Paste the connector key and click "Save."
You will see the Settings menu in the D-Tools Cloud QuickBooks Connector app.
4/ Browse to the QuickBooks Company File (.QBD) and click "Test Connection."
Note: The file paths to your QBW file must match, verbatim, in both QuickBooks Desktop and D-Tools Cloud QuickBooks Connector. For example, if the path in QuickBooks Desktop is \\MACHINENAME\Company Files\MostExcellentAV.QBW (UNC format), and in D-Tools Cloud QuickBooks Connector it is mapped as C:\Company Files\MostExcellentAV.QBW (drive letter/DOS format), the connection will fail.
5/ In QBD, you will see the following modal. Select "Yes, always; allow access if QuickBooks is not running."
6/ Click "Yes" on the following prompt.
7/ Select Admin from the "Login as" dropdown and click "Continue."
8/ Click "Yes" on the following prompt.
9/ Click "Done" on the confirmation message.
10/ Click "OK" on the following pop-up.
If you face issues when enabling the integration, click the Chat icon in the lower right corner of Cloud and chat with the D-Tools Cloud Support team.