Integrations

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

14 articles in this collection
Written by Andriy and Joseph Hayes

Stripe Integration

Stripe, collect a deposit

Written by Andriy
Updated over a week ago

ProPay FAQs

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

Written by Joseph Hayes
Updated over a week ago

ProPay Support

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

Written by Joseph Hayes
Updated over a week ago

Getting Supplier Pricing

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

Written by Joseph Hayes
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 Joseph Hayes
Updated over a week ago

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 Joseph Hayes
Updated over a week ago

Google Contacts Integration

Automatically search your Google contacts when adding a contact

Written by Joseph Hayes
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 Joseph Hayes
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 Joseph Hayes
Updated over a week ago

ProPay (Premium) Integration

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

Written by Joseph Hayes
Updated over a week ago

FAQ

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 Joseph Hayes
Updated over a week ago

Does the QuickBooks integration work with QB Desktop?

Intuit QuickBooks integration with D-Tools Cloud only works for QB Online, not desktop

Written by Joseph Hayes
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 Joseph Hayes
Updated over a week ago

Does D-Tools Cloud integrate with Portal.IO?

Portal.IO integration

Written by Joseph Hayes
Updated over a week ago