Ability to import customer list from QBO.
Even a live feed of customers to pull from so we don't have to maintain in two locations after import - make the change in QBO and its live in DTools - I have other quoting tools that do this currently
Thanks @Jamie Jansen! Our engineers are researching the technical implementations right now. This is something we are hoping we can get done this quarter
While we won't have a way to import directly from QBO, we are working on an Import Accounts and Contacts through CSV feature that will allow you to export from QuickBooks Online and import into D-Tools Cloud. As we release this Import CSV feature, we will include documentation on how to do these steps.
We will leave this open as we look to directly integrate with QBO. Would love to hear if Exporting and then Importing would be satisfactory or if you are looking for a connection?
@Nick - D-Tools Cloud PM: That would work for us.