Under the Projects tab and Change Orders tab on the D-Tools Cloud QuickBooks Connector app, you can create estimates for D-Tools Cloud projects and change orders in QuickBooks Desktop (QBD).

From the Projects tab, you can export D-Tools Cloud projects to QBD. Here you will see a list of projects that have not yet been transferred to QBD.

You can select the "Include exported projects" option if you wish to view projects that were exported previously.

Select a project 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 estimate.

The default Customer:Job will be set to the Account: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 estimate to be associated with the customer.

If the Customer:Job or Customer already exists in QBD, you can choose Map Customer.

Click "Next," and you will be prompted to create or map all items that don't exist in QBD.

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.

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.

Once all of the items have been created, you will then select the options for the estimate.

Here, you will select a Tax and Tax Code. The dropdowns will populate with your QBD tax settings. You can change the estimate date to a different date and choose if you would like to group the items on your QBD estimate by location or by system.

Lastly, you can select a class from the list populated by QBD. The chosen class will be assigned to the estimate and each item on the estimate.

Click "Create," and an estimate will be created in QBD.

If you have product adjustments and/or labor adjustments in your project, they will be transferred with the name and description you've set for Estimate Defaults under the Settings tab, and will display at the bottom of the estimate in QBD.

Creating an estimate in QBD for a Cloud change order is similar to how you create the estimate for a Cloud project.

On the Change Orders tab, you will see a list of change orders that have not yet been transferred to QBD. You can select the "Include exported change orders" option if you wish to view change orders that were previously exported.

Select a change order and click "Next."

You will then choose to add the changes to an existing estimate in QBD.

Search for the estimate number, or create a new estimate in QBD for the change order.

Make your selection and click "Next."

If adding to an existing estimate, you will be brought to the Items tab, where you will create any items that don't already exist in QBD.

If adding to a new estimate, you will be brought to the Customer tab, where you will choose the Customer or Customer:Job for the change order and then click the "Next" button, where you will then be brought to the Items tab, where you will create any items that don't already exist in QBD.

On the final tab, Estimates, you can change the "Change order description" if needed and click "Create."

When adding to an existing estimate, the items added or removed on the change order will display at the bottom of the chosen estimate beneath the "Change order description."