While not required, having QuickBooks open while creating estimates will vastly improve the speed of the transaction.

Purchase Orders

From the Purchase Orders tab you can export D-Tools Cloud purchase orders to QuickBooks. Here you will see a list of purchase orders that have not yet been transferred to QuickBooks. You can tick the "Include exported purchase orders" option if you wish to view previously exported purchase orders.

Select a purchase order and click "Next". You will then be prompted to create or map the Vendor in QuickBooks.

Create Vendor

The Vendor field will populate with the Supplier from the D-Tools Cloud Purchase Order but you can modify this if needed.

Map Vendor

If the Vendor already exists in QuickBooks you can choose to Map Vendor vs. Create Vendor.

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

Create Items

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.

Map Items

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 purchase order options:

You can change the Order Date if not today's date and choose a Class form the list populated from QuickBooks. The chosen Class will be assigned to the Purchase Order and to each item on the Purchase Order.

Click "Create" and a Purchase Order will be created in QuickBooks:

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