QuickBooks Online (QBO) is a cloud-based financial management software designed to help you create estimates and invoices, track sales and cash flow, and manage your customers and vendors.
Integrating D-Tools Cloud and QBO will allow you to seamlessly transfer catalog, customer, vendor, and project information from D-Tools Cloud to QBO. Also, you can push anything accounting-related to QBO and manage all your accounting on QBO.
Enable the QuickBooks Online integration
Enabling the QBO integration is easy!
1 - Go to "Settings > Integration > Manage Integrations" in the left navigation menu.
2 - Click "Connect" in the QuickBooks Online tile under Accounting Integrations.
3 - Enter your QBO credentials to log in to it. Don't worry; D-Tools doesn't see your password.
4 - Authorize D-Tools to push accounts, products, estimates, purchase orders, and payment requests to QBO.
The integration is enabled, and you're connected to QuickBooks Online!
If you face issues when enabling the integration, click the Chat icon in the lower right corner of Cloud and chat with our Technical Support team.
Disable the integration
If you want to disable the QBO integration, click the 3-dot menu in the QuickBooks Online tile and click "Disconnect."