Accounting
Learn how to set up and use the Accounting integrations
By Ashok and 3 others4 authors20 articles
- QuickBooks Online integration
- Updating QuickBooks Online settings
- Importing customer and vendor details from QuickBooks Online
- Exporting D-Tools Cloud items to QuickBooks Online
- Creating estimates, purchase orders, and invoices in QuickBooks Online
- FAQ: How to enable the setting on QBO for automatically emailing invoices pushed from D-Tools Cloud
- QuickBooks Desktop Integration
- Setting up the defaults for the QuickBooks Desktop integration
- Creating an estimate in QuickBooks Desktop
- Creating a purchase order in QuickBooks Desktop
- Creating an invoice in QuickBooks Desktop
- Removing item mapping between Cloud and QuickBooks Desktop
- Mapping a Cloud price adjustment when creating an estimate in QuickBooks Desktop
- Synchronizing the invoice status between QuickBooks and Cloud