D-Tools Cloud

Connect with Snap AV to get extended trial, pre-populated catalog, and unit costs.

Connect to SnapAV pricing

Good news, Tech Data pricing is now available in D-Tools Cloud!

Getting Your Tech Data Pricing Setup

Get sync'ed supplier provided costs with your account number and zip code

Getting Supplier Pricing

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Kimberly Hirsch

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Do more with D-Tools Cloud by connection with third party tools

Integrations

Search QBO customers in D-Tools Cloud when sending proposal, Push quotes, purchase orders to QuickBooks Online, & sync vendors and customers

QuickBooks Online Integration

Connect to QuickBooks Desktop to create Estimates from D-Tools Cloud Projects and Change Orders, as well as create Purchase Orders.

QuickBooks Connector - Setup

Set up your default preferences for the D-Tools Cloud QuickBooks Connector that determine how items will be created in QuickBooks Desktop

QuickBooks Connector - Defaults

Create Estimates in QuickBooks Desktop for D-Tools Cloud Projects and Change Orders

QuickBooks Connector - Estimates

Create Purchase Orders in QuickBooks Desktop from D-Tools Cloud Purchase Orders

QuickBooks Connector - Purchase Orders

This article shows how to unmap Items in D-Tools Cloud from QuickBooks.

Unmapping Items from QuickBooks

D-Tools will not do anything permanent to your QuickBooks accounting software.

Can D-Tools affect my QuickBooks?

Connect to Xero to create Estimates from D-Tools Cloud Projects and Change Orders, as well as create Purchase Orders.

Xero Integration - Setup

Choose your default settings for Items and Quotes for creation in Xero.

Xero Integration - Settings

Create Quotes in Xero from D-Tools Cloud Projects and Change Orders

Xero Integration - Creating a Quote

Create Purchase Orders in Xero from D-Tools Cloud Purchase Orders

Xero Integration - Creating a Purchase Order

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Accounting

Enable integration with a Payment Processing solution and collect payments for your Projects directly from D-Tools Cloud

Payment Integrations

Enable integration with CardConnect and collect payments directly from D-Tools Cloud

CardConnect Integration

Accept electronic credit card and check (ACH) payments in your proposals

ProPay (Premium) Integration

Enable integration with Stripe and collect payments directly from D-Tools Cloud

Stripe Integration

Get help with ProPay payments, holds, chargebacks, and more from the ProPay support team

ProPay Support

Why does Propay have limits? Why are they asking for processing, bank, or financial statements?

ProPay FAQs

When the introductory limits aren't enough, we'll discuss how to increase your per-month and per-transaction limits

How do I increase my ProPay transaction limits?

Payment

Amazon Business and D-Tools provide a new, convenient way to purchase products through D-Tools Cloud

Amazon Business Integration

How to connect to Amazon Business to send direct purchase orders from D-Tools Cloud