D-Tools

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Eduardo Voloch

Everything you need to do more on D-Tools Cloud by connecting with third-party tools

Integrations

Accounting

How to enable the integration with QuickBooks Online to manage everything related to the 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

FAQ: How to enable the setting on QBO for automatically emailing invoices pushed from D-Tools Cloud

QuickBooks Online Integration

How to enable the integration with QuickBooks Desktop to manage everything related to the D-Tools project accounting on QuickBooks Desktop

QuickBooks Desktop Integration

How to set up the defaults in the D-Tools Cloud QuickBooks Connector app for the integration between D-Tools Cloud and QuickBooks Desktop

Setting up the defaults for the QuickBooks Desktop integration

How to create an estimate in QuickBooks Desktop for a D-Tools Cloud project or a change order

Creating an estimate in QuickBooks Desktop

How to create a purchase order in QuickBooks Desktop for a D-Tools Cloud purchase order

Creating a purchase order in QuickBooks Desktop

How to create an invoice in QuickBooks Desktop for a D-Tools Cloud invoice

Creating an invoice in QuickBooks Desktop

How to remove an item mapping between a D-Tools Cloud item and a QuickBooks Desktop item

Removing item mapping between Cloud and QuickBooks Desktop

How to map a price adjustment in a project to an item in QuickBooks Desktop

Mapping a Cloud price adjustment when creating an estimate in QuickBooks Desktop

Synchronizing the invoice status between QuickBooks and Cloud

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

Xero integration

Updating Xero integration settings

How to create a quote in Xero for a Cloud project or a change order

Creating a quote in Xero

How to create a purchase orders in Xero for a Cloud purchase order

Creating a purchase order in Xero

How to create an invoice in Xero for a Cloud invoice

Creating an invoice in Xero

Xero Integration

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

Can D-Tools affect my QuickBooks?

Kimberly Craven

FAQs

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

Salesforce

Zoho CRM Integration

Sync companies and contacts between D-Tools Cloud and HubSpot.

HubSpot Integration

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

System Integrator (SI) 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

Enable the integration with Google to automatically search your Google contacts when adding a contact

Google Contacts integration

Other

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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