While not required, having QuickBooks open while creating estimates will vastly improve the speed of the transaction.
From the Projects tab you can export D-Tools Cloud projects to QuickBooks. Here you will see a list of projects that have not yet been transferred to QuickBooks. You can tick the "Include exported projects" option if you wish to view previously exported projects.
Select a project and click "Next". You will then be prompted to create or map the Customer or the Customer:Job in QuickBooks that will be associated with the estimate.
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 QuickBooks estimate to be associated with the customer.
If the Customer:Job or Customer already exist in QuickBooks you can choose to Map Customer vs. Creating Customer.
Click "Next" and you will be prompted to create or map all items that don't exist in QuickBooks.
If you have set up your Item Defaults, 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 QuickBooks you can make your selections and click the "Create" button.
If any of the items already exist in QuickBooks, you can use the Map Items feature:
Note: 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 when choose your estimate options:
Here you will select at Tax and Tax Code, the dropdowns will populate with your QuickBooks tax settings. You can change the Estimate Date if not today's date and choose if you would like to group the items on your QuickBooks Estimate by Location or by System:
Lastly you can select a Class from the list populated from QuickBooks. The chosen Class will be assigned to the Estimate and to each item on the Estimate.
Click "Create" and an Estimate will be created in QuickBooks:
Note: If you have Product and/or Labor Adjustments in your project, they will transfer with the name and description you've set for your Estimate Defaults and will display at the bottom of the estimate in QuickBooks.
Creating an Estimate in QuickBooks for a D-Tools Cloud Project Change Order is a very similar process. On the Change Orders tab you will see a list of change orders that have not yet been transferred to QuickBooks. You can tick the "Include exported change orders" option if you wish to view previously exported change orders.
Select a change order and click "Next". You will then choose to add the changes to an existing estimate in QuickBooks, simply search for the Estimate Number, or create a new estimate in QuickBooks for the change order.
Note: You can only create a new estimate in QuickBooks for a change order if the value of the change order is positive. A negative value change order must be added to an existing QuickBooks Estimate.
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 QuickBooks.
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 "Next" button where you will then be brought to the Items tab where you will create any items that don't already exist in QuickBooks.
On the final tab, Estimates, you can change the "Change order description" if desired 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":