Pricing updates w/dtls & Quickbooks? Any Info? - D-Tools Forum

01-07-2009, 11:39 PM

1. I am trying to find out what other users are doing to keep pricing and costing updated in Dtools & Quickbooks?
2. Also is there a way to do it in one and it update both?

**Kevin Mikelonis** · 01-08-2009, 12:48 AM

Pricing can be updated in either database.

It is best to update pricing in one database and sync to the other as a standard process.

Items only get to quickbooks from D-Tools when they are pushed over through a project sales order, so it is possible that not all itmes in your D-Tools database will be in your quickbooks database.

Therefore, updating in quickbooks and syncing to D-Tools will not touch every product needing updateed pricing, however it is a very practical way to update pricing since it is usually the back office staff that handles payables who is alerted to pricing updates by way of new pricing on invoices.

Bottom line is that a clear process for maintaining both databases needs to be established for your company based on how you handle back office adminstratice functions and the skill sets of those staff.

Do this along with avoiding things like the Misc Parts Percentage Multiplier in projects and you'll be stylin'

01-08-2009, 05:20 AM

Choosing one program to do your pricing updates in is best, then you can use the 'Sync' feature in Quicklinks (found in the 'Item List'). This will scan both of your databases (your Quickbooks database and your d-Tools database) and will alert you to any differences between the two - including pricing as well as description fields and other goodies too.

After the scan is performed you can choose to update the 'out of date' database with the current information. This is a simple process - as long as you know which database is accurate.

I prefer to have all pricing updates be done in QB, because from our business the person doing the actual purchasing and receiving (your controller/bookkeeper) is the one who sees the changes in price first. They can input the correct prices in QB, and then on a regular basis somebody should be performing a scan through Quicklinks and thus keeping both databases current.

Have fun!