D-Tools Help Center
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FAQ

A regularly curated list of the most commonly asked question by Cloud customers.

Andriy avatarKimberly Hirsch avatarA
By Andriy and 4 others5 authors29 articles
Reports tab
Why am I not receiving email notifications?
This feature is not included in your QuickBooks Online essentials subscription
Cloud Dashboard
Select multiple or all products
Avalara Tax Integration
Capturing Tariffs
D-Tools Cloud and its Complying Countries
Does D-Tools Cloud support multiple currencies?
Why doesn't the "Create User" button work when creating an account?
Why does Cloud never seem to load?
How to update your email address in D-Tools Cloud
Cloud Implementation FAQs
How can I change the number formats used for quotes, projects, and contracts?

Quoting and Proposals


What are my options for sharing Proposals with Customers?
Exporting Data from D-Tools Cloud
How can I hide the item price on a proposal?

Catalog


How do I create a Package inside D-Tools Cloud?
How do I add or change a picture on an item (product, service, package, or allowance)?
Can I import my Catalog from D-Tools SI?
Can I create my own Categories?
What are Products, Labor, Allowances, and Packages?
What is the extent of my storage capacity?
Where is my data stored?
How is my data safeguarded?
What happens when I choose to cancel my subscription?

Ordering


Can you split an item with quantity >1 into multiple items when you order?
Can I track shipments from D-Tools Cloud?
Can I send purchase orders directly from D-Tools Cloud?
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