hblieb

You are very helpful!

Regarding #1, Before I was able to save the Estimate to transfer to QuickBooks, an alert told me that each item must have a QuickBooks number. How do I get it to generate those? (I did: BizMgr, LinkTools, QuickLinksPlus, New, Select-a-sales-order, OK, Add, Select All, Add, then I tried to Save)

#2, thanks, blunder avoided!

#3, ha ha. QBItemNumber was hidden, too. I had to dig a little to find it.

#6, that's a lot easier. Thanks.

CrystalHacker

#1: BizMgr>LinkTools>Options

How could you have missed it :-)
Page 10 (I think)
http://www.d-tools.com/update/SI4Ins...sUserGuide.pdf

hblieb

D'oh!

What wasn't clear to me (and I add it here for posterity), is that first you add all the items to the Estimate. Then you click assign and D-Tools will cycle through all the products and you click 'OK' one at a time. It's a good idea to have all your vendors in QuickBooks first so you can pick them from a list. Looks to me like it'll populate Vendor if there's an exact match, but if D-Tools says 'Vantage' and QuickBooks has 'Vantage Controls', it won't match.

Thanks for your help. Much appreciated!

CrystalHacker

Also, be careful with only 6Ms. I have seen some that require 8 to achive uniqueness. You don't want to do this twice!