D-Tools

Ashok P

Seth Enos

Andriy

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

Integrations

Accounting

Enable the integration with QuickBooks Online to manage everything related to D-Tools project accounting on QuickBooks Online

QuickBooks Online integration

How to update QuickBooks Online integration settings

Updating QuickBooks Online settings

How to keep your customer and vendor details in sync between Cloud and QuickBooks Online

Importing customer and vendor details from QuickBooks Online

How to export the products and project and service labor types from Cloud to QuickBooks Online

Exporting D-Tools Cloud items to QuickBooks Online

How to push estimates, purchase orders, and invoices from Cloud to QuickBooks Online

Creating estimates, purchase orders, and invoices in QuickBooks Online

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

Mapping Price Adjustment, QuickBooks Desktop

Mapping a "Discount" Price Adjustment to QB Desktop

Payment status synchronization between QuickBooks invoices and Cloud payment requests

Create Invoices in QuickBooks Desktop from D-Tools Cloud Payments

QuickBooks Connector - Invoices

Eduardo Voloch

QuickBooks Desktop Integration

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

Xero Integration

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

Can D-Tools affect my QuickBooks?

Kimberly Craven

FAQs

How to enable the integration between SI and D-Tools Cloud

System Integrator (SI) integration

Enable integration with Salesforce CRM and synchronize records with D-Tools Cloud

Salesforce

Zoho CRM Integration

HubSpot Integration

Enable integration with a Payment Processing solution and collect payments for Projects, Contracts, and Calls with minimal effort

Payment Integrations

Technical Support for Payment Integrations

Enable integration with Clover Connect and collect all payments directly from D-Tools Cloud

Clover Connect Integration

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

Stripe Integration

Can I automate payment tracking for payments made in person?

Payment

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

ProPay (Premium) Integration

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?

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

ProPay Support

ProPay Integration

Automatically search your Google contacts when adding a contact

Google Contacts Integration

Quoting

Find answers and get help from Intercom Support and Community Experts

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