Is there a way to sync/push new products in Quickbooks to SI? - D-Tools Forum

Jack Frost · 10-03-2010, 07:20 PM

As the title says..

Products added to Quickbooks first.. How to push them into SI (5.5, sp2)

thanks,
J.

SenoS · 10-04-2010, 03:45 PM

No, there is no function to transfer products that exist in QuickBooks directly into SI5. Here is a post that describes how this can be done via a CSV import, but it is not an overly easy procedure due to the way QB Items are stored and due to our requirements of the following three fields: Manufacturer, Model, and Category.

**Dave Kirn** · 10-04-2010, 11:23 PM

Originally Posted by SenoS

No, there is no function to transfer products that exist in QuickBooks directly into SI5. Here is a post that describes how this can be done via a CSV import, but it is not an overly easy procedure due to the way QB Items are stored and due to our requirements of the following three fields: Manufacturer, Model, and Category.

Very true. It is much easier to maintain your database in D-Tools and push to Quickbooks with Quicklinks, or even export in CSV

Jack Frost · 10-07-2010, 12:15 AM

Originally Posted by Dave Kirn

Very true. It is much easier to maintain your database in D-Tools and push to Quickbooks with Quicklinks, or even export in CSV

While that may be true it's only true because of the limitations.
Fact is from a running-a-business standpoint it isn't true.
For us (and I'm sure others) not everything happens in d-tools.
QB is more oft used than DT and sometimes you find yourself needing to add items while in QB.

The current situation of forcing me to stop what I was in the middle of in QB to open DT then Product Navigator just to add a piece or three (with the accompanying extras in DT so they are not forgotten later), then opening Quicklinks just to push it out to QB, just so I can put it on an estimate is pretty archaic.

Pushing products in both directions should be available. It's 2010, not 1997.

J.

**Dave Kirn** · 10-07-2010, 11:50 PM

Originally Posted by Jack Frost

While that may be true it's only true because of the limitations.
Fact is from a running-a-business standpoint it isn't true.
For us (and I'm sure others) not everything happens in d-tools.
QB is more oft used than DT and sometimes you find yourself needing to add items while in QB.

The current situation of forcing me to stop what I was in the middle of in QB to open DT then Product Navigator just to add a piece or three (with the accompanying extras in DT so they are not forgotten later), then opening Quicklinks just to push it out to QB, just so I can put it on an estimate is pretty archaic.

Pushing products in both directions should be available. It's 2010, not 1997.

J.

I was referring to the connection between D-Tools and Quickbooks, not implying the best business process for your particular company.

However, if you are ordering products or invoicing for products that are not in your D-Tools project file you have other issues to address in your process. If it is not in the project and you are ordering the product, then the client was not charged for it as part of the proposal. If you are invoicing for a product that is not part of the project then how will the techs know that it needs to be installed?

I big issue that I would see if the connection was two way is who is ultimately responsible for the product data and pricing being correct and up to date?