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Integrations

Integrations

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

Seth Enos avatar Dave Kirn avatar Kimberly Hirsch avatar +1
23 articles in this collection
Written by Seth Enos, Dave Kirn, Kimberly Hirsch and 1 other

Xero Integration - Setup

Connect to Xero to create Estimates from D-Tools Cloud Projects and Change Orders, as well as create Purchase Orders.
Seth Enos avatar
Written by Seth Enos
Updated over a week ago

Xero Integration - Settings

Choose your default settings for Items and Quotes for creation in Xero.
Seth Enos avatar
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
Seth Enos avatar
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
Seth Enos avatar
Written by Seth Enos
Updated over a week ago

Connect to SnapAV pricing

Connect with Snap AV to get extended trial, pre-populated catalog, and unit costs.
Kimberly Hirsch avatar
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!
Dave Kirn avatar
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
Kimberly Hirsch avatar
Written by Kimberly Hirsch
Updated over a week ago
Accounting

QuickBooks Online Integration

Search QBO customers in D-Tools Cloud when sending proposal, Push quotes, purchase orders to QuickBooks Online, & sync vendors and customers
Kimberly Hirsch avatar
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.
Seth Enos avatar
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
Seth Enos avatar
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
Seth Enos avatar
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
Seth Enos avatar
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.
Seth Enos avatar
Written by Seth Enos
Updated over a week ago

Can D-Tools affect my QuickBooks?

D-Tools will not do anything permanent to your QuickBooks accounting software.
Kimberly Hirsch avatar
Written by Kimberly Hirsch
Updated over a week ago
Payment

Payment Integrations

Enable integration with a Payment Processing solution and collect payments for your Projects directly from D-Tools Cloud
A
Written by Ashok P
Updated this week

ProPay (Premium) Integration

Accept electronic credit card and check (ACH) payments in your proposals
Kimberly Hirsch avatar
Written by Kimberly Hirsch
Updated over a week ago

ProPay Support

Get help with ProPay payments, holds, chargebacks, and more from the ProPay support team
Kimberly Hirsch avatar
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?
Kimberly Hirsch avatar
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
Kimberly Hirsch avatar
Written by Kimberly Hirsch
Updated over a week ago
Ordering

Amazon Business Integration

Amazon Business and D-Tools provide a new, convenient way to purchase products through D-Tools Cloud
Kimberly Hirsch avatar
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
Kimberly Hirsch avatar
Written by Kimberly Hirsch
Updated over a week ago
Quoting

Google Contacts Integration

Automatically search your Google contacts when adding a contact
Kimberly Hirsch avatar
Written by Kimberly Hirsch
Updated over a week ago
FAQ

Does D-Tools Cloud integrate with Portal.IO?

Portal.IO integration
Kimberly Hirsch avatar
Written by Kimberly Hirsch
Updated over a week ago