Item Defaults

Under Settings you can set your default accounts preferences for Inventory, Non-Inventory, and Service Items when these are created in QuickBooks from the D-Tools Cloud QuickBooks Connector application.

New Item Defaults

Here you will set the defaults for how Products and Allowances will be created in QuickBooks. You can choose between Inventory or Non-Inventory. You can also choose which description from D-Tools Cloud for Products will transfer to QuickBooks when items are created for the Sales and Purchase description fields.

Inventory

Here you can choose the three required accounts from your QuickBooks chart of accounts to be your defaults when creating Inventory Items.

Non-Inventory

Here you can choose the required account(s) from your QuickBooks chart of accounts to be your defaults when creating Non-Inventory Items.

Note: The Unit Cost will not be created for the QuickBooks Item unless tick the "Item is purchased for..." option and select an Expense account.

Service

Here you can choose the required account(s) from your QuickBooks chart of accounts to be your defaults when creating labor from a D-Tools Cloud Project or Change Order.

Note: The Unit Cost will not be created for the QuickBooks Item unless tick the "Service is performed by..." option and select an Expense account.

Item Format

This is where you will choose the format for how items will be created in QuickBooks. You have the option to use up to three levels of fields and set their lengths, 30 being the maximum length allowed per QuickBooks Rules. The field options are Manufacturer, Model, and Part Number.

When using more than one field, the item will be created in a hierarchical format using the QuickBooks "subitem of" option. The example shown below is an item created in QuickBooks using the format shown above. Notice that the Model is a subitem of the Manufacturer.

Note: It is important to understand the QuickBooks rules about using subitems, most notably that if you are using a hierarchical (subitem of) format, all items for the "parent" will need to be of the same type in QuickBooks, i.e. all Inventory or all Non-Inventory.

Estimate Defaults

Here you can change the default name and description for Product Adjustment and Labor Adjustment as they will display on the QuickBooks Estimate, e.g. "Labour Adjustment". These correspond to the adjustments you've set in your D-Tools Cloud Project.

These adjustments will display at the end of the list of items in the QuickBooks Estimate and a QuickBooks Item will be created with the name set above.

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