Under the Invoices tab on the D-Tools Cloud QuickBooks Connector app, you can create invoices for D-Tools Cloud invoices in QuickBooks Desktop (QBD).
While not required, having QBD open while creating invoices will greatly speed up the transaction.
Select invoice
From the Invoices tab, you can export D-Tools Cloud payments to QBD. Here you will see a list of invoices that have not yet been transferred to QBD.
You can select the "Include exported invoices" option if you wish to view invoices that were previously exported.
Select an invoice and click "Next."
You will then be prompted to create or map the Customer or the Customer:Job in QBD that will be associated with the invoice.
Choose customer
Create Customer
The default Customer:Job will be set to the Client:Project from D-Tools Cloud. This field is editable if you want to rename either the customer or job, or remove the job if you only want the QBD invoice to be associated with the customer.
Map Customer
If the Customer:Job or Customer already exists in QBD, you can select "Map Customer" and map the customer.
Click "Next," and you will be prompted to create or map all items that don't exist in QBD.
Item options
Create Items
If you have set up Item Defaults under the Settings tab, and all items in the list apply, you can click the "Create items with defaults" button.
If, instead, you need to vary the item type, sales tax code, or set a preferred vendor while creating the items in QBD, you can make your selections and click the "Create" button.
Map Items
If any of the items already exist in QBD, you can click "Map Items" and map the items.
If you find that you have made a mistake while creating or mapping an item, you can unmap an item at any time.
Invoice options
Once all items have been created, you can select your invoice options.
Here, you can do the following.
Change the invoice date if you would like
Select a Tax and a Tax Code. The dropdowns will populate with your QBD tax settings.
Select a class from the list populated by QBD. The chosen class will be assigned to the invoice and each item on the invoice.
Choose if you want to send the contents of the Internal Notes field in Cloud invoices to the Memo field in QBD invoices.
Click "Create," and an invoice will be created in QBD.
This is how it shows in QBD.
