D-Tools provides seamless integration between System Integrator and QuickBooks in order to further streamline your business processes and ensure accurate billing for products, labor, and project revision management. The D-Tools and QuickBooks integration allows you to create items in QuickBooks directly from products/labor items in SI. These can then be transferred to QuickBooks as an estimate or purchase order, eliminating double data-entry. You can also map SI products to existing QuickBooks items. Products from the SI catalog or a project can be pushed directly to QuickBooks for accurate accounting, purchasing and invoicing. SI includes support for QuickBooks Online*, eliminating the need for double data entry and duplication of efforts. (QuickBooks integration sold separately. *QuickBooks Online integration requires D-Tools Software Assurance)
Easy Setup – SI QuickBooks Settings enables users to set connection type as either QuickBooks Desktop or QuickBooks Online. When accessing any QuickBooks function from SI with the connection type set as QuickBooks Online users will be prompted to first connect to QuickBooks Online and authorize the connection. Once authorized, users have the option to automatically connect to their QuickBooks Online company file for future sessions.
Sync with QuickBooks
Create Items in QuickBooks – Create items in QuickBooks seamlessly from SI or map to existing QuickBooks items.
Track Inventory in QuickBooks – System Integrator enables users to check the inventory of items in QuickBooks from the SI interface. Select a product or multiple products in a project and check QB inventory fields such as “On Hand”, “On PO”, and “On Sales Order”.
Add Groups to QuickBooks Estimates – SI enables users to group products by Location, Phase, or System when creating a QuickBooks Estimate for better control and customer communication.
Transfer Project Notes to QuickBooks – Project and Service Order notes can be exported to QuickBooks as part of an Estimate.