Integrations

QuickBooks Online Integration

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

Written by Kimberly Hirsch
Updated over a week ago

QuickBooks Connector - Setup

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

Written by Seth Enos
Updated over a week ago

QuickBooks Connector - Defaults

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

Written by Seth Enos
Updated over a week ago

QuickBooks Connector - Estimates

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

Written by Seth Enos
Updated over a week ago

QuickBooks Connector - Purchase Orders

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

Written by Seth Enos
Updated over a week ago

Unmapping Items from QuickBooks

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

Written by Seth Enos
Updated over a week ago

Xero Integration - Setup

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

Written by Seth Enos
Updated over a week ago

Xero Integration - Settings

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

Written by Seth Enos
Updated over a week ago

Xero Integration - Creating a Quote

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

Written by Seth Enos
Updated over a week ago

Xero Integration - Creating a Purchase Order

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

Written by Seth Enos
Updated over a week ago

ProPay Support

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

Written by Kimberly Hirsch
Updated over a week ago

ProPay (Premium) Integration

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

Written by Kimberly Hirsch
Updated over a week ago

ProPay FAQs

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

Written by Kimberly Hirsch
Updated over a week ago

Stripe Integration

Stripe, collect a deposit

Written by Andriy
Updated over a week ago

Connect to SnapAV pricing

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

Written by Kimberly Hirsch
Updated over a week ago

Google Contacts Integration

Automatically search your Google contacts when adding a contact

Written by Kimberly Hirsch
Updated over a week ago

Amazon Business Integration

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

Written by Kimberly Hirsch
Updated over a week ago

Connecting to Amazon Business

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

Written by Kimberly Hirsch
Updated over a week ago

Getting Your Tech Data Pricing Setup

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

Written by Dave Kirn
Updated over a week ago

Getting Supplier Pricing

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

Written by Kimberly Hirsch
Updated over a week ago

How do I increase my ProPay transaction limits?

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

Written by Kimberly Hirsch
Updated over a week ago

Can D-Tools affect my QuickBooks?

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

Written by Kimberly Hirsch
Updated over a week ago

Does D-Tools Cloud integrate with Portal.IO?

Portal.IO integration

Written by Kimberly Hirsch
Updated over a week ago