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Ensure Accurate Accounting with D-Tools Software and QuickBooks Integration

Insights

2 Minute Read

08/24/2021

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Logo-quickbooksQuickly Create Accurate Estimates and Purchase Orders in QuickBooks Directly from D-Tools Software for Low-voltage System Integrators.

D-Tools enables you to integrate System Integrator software directly with the popular accounting packages QuickBooks Desktop and QuickBooks Online, eliminating the need for double data entry and allowing for accurate accounting, purchasing, and invoicing.

D-Tools Cloud integrates with QuickBooks Online to send signed contracts directly to QuickBooks Online for invoicing.

D-Tools Cloud and QuickBooks Integration Benefits:

  • Quick, Easy Setup – Quickly set connection type as QuickBooks Online from directly within the D-Tools cloud-based bidding platform. Once connected and authorized, users can automatically connect to their QuickBooks company file for future sessions.

  • Create and Sync Project Items – Seamlessly create and sync items (product, supplier, client) in QuickBooks Online from D-Tools Cloud or map to existing QuickBooks items.

  • Add Groups to Estimates – D-Tools Cloud enables users to group products by Location, Phase, or System when creating a QuickBooks Online estimate for better control and customer communication.

D-Tools System Integrator and QuickBooks Integration Benefits:

  • Quick Easy Set Up – Quickly set connection type as either QuickBooks Desktop or QuickBooks Online from directly within D-Tools System Integrator. Once connected and authorized, users can automatically connect to their QuickBooks company file for future sessions.

  • Create and Sync Project Items – Seamlessly create and sync items (product, supplier, client) in QuickBooks Desktop or QuickBooks Online from D-Tools System Integrator, or map to existing QuickBooks items.

  • Seamlessly create QB Estimates – D-Tools System Integrator makes it easy to select project items and send them over to QuickBooks as an estimate. Items not currently available in QuickBooks are automatically created.

  • Track Inventory – D-Tools’ integration with Tracknicity – a mobile inventory tracking app that bridges the inventory management gap between D-Tools SI and QuickBooks – ensures that inventory, both stock or project-specific parts, are efficiently, seamlessly and accurately tracked from the proposal through being purchased, received, staged, picked, delivered, installed, and even serviced. *requires integration with Tracknicity

  • Add Groups to Estimates – D-Tools System Integrator enables users to group products by Location, Phase, or System when creating a QuickBooks estimate for better control and customer communication.

D-Tools System Integrator and QuickBooks Online Integration Benefits:

  • Quick Easy Set Up – Quickly set connection type as either QuickBooks Desktop or QuickBooks Online from directly within D-Tools System Integrator. Once connected and authorized, users can automatically connect to their QuickBooks company file for future sessions.

  • Create and Sync Project Items – Seamlessly create and sync items (product, supplier, client) in QuickBooks Desktop or QuickBooks Online from D-Tools System Integrator, or map to existing QuickBooks items.

  • Seamlessly create QB Estimates – D-Tools System Integrator makes it easy to select project items and send over to QuickBooks as an Estimate. Items not currently available in QuickBooks are automatically created.

  • Track Inventory – D-Tools’ integration with Tracknicity – a mobile inventory tracking app that bridges the inventory management gap between D-Tools SI and QuickBooks – ensures that inventory, both stock or project-specific parts, are efficiently, seamlessly and accurately tracked from the proposal through being purchased, received, staged, picked, delivered, installed, and even serviced. *requires integration with Tracknicity

  • Add Groups to Estimates – D-Tools System Integrator enables users to group products by Location, Phase, or System when creating a QuickBooks estimate for better control and customer communication.

Click here for a free trial.