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Integrations
Integrations
Do more with D-Tools Cloud by connection with third party tools
+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.
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
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
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
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
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
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
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
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
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
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
Ordering
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
Quoting
Google Contacts Integration
Automatically search your Google contacts when adding a contact
Written by
Kimberly Hirsch
Updated over a week ago
FAQ
Does D-Tools Cloud integrate with Portal.IO?
Portal.IO integration
Written by
Kimberly Hirsch
Updated over a week ago