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.

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.

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.

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."

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.