Does Pipedrive Integrate with QuickBooks?

Pipedrive is a top-tier CRM solution that boosts overall operations that improve sales and relationships. It helps you import and generates new leads, move them via sales intelligence, and more. Pipedrive's advanced features and tools help you ease tasks but it becomes essential for you to know Pipedrive QuickBooks integration and this article will help you with the same.

Pipedrive integration with QuickBooks: What it Really Means?

With Pipedrive integration with QuickBooks, you can easily create invoices from the deal information. With Pipedrive QuickBooks integration you can seamlessly send deal details to your QuickBooks account without hassle. It also elements the need to copy and paste information between both tools.

QuickBooks Pipedrive integration provides you with an updated status for the invoice created on Pipedrive. This can help you look over what is approved, overdue, or paid without leaving the Pipedrive software usage.

Steps to Follow for Pipedrive QuickBooks Integration

There are a few steps that you need to follow for Pipedrive QuickBooks integration. Explore the steps right below:

• Choose QuickBooks under tools and apps.
• Link your Pipedrive to your QuickBooks account. You need to finish the installation process for Pipedrive QuickBooks and give access.
• Under the tools and apps option, you can search and uninstall the software.
• When you are taken to the Pipedrive marketplace, complete the installation process.
• Don't forget to provide all the access to complete QuickBooks Pipedrive integration.
• You can even find an uninstallation option under Tools and apps > Marketplace apps.
• Verify the QuickBooks login credentials after completing the process.
• Click on Pipedrive settings to specify the options for QuickBooks integration.
• Select the Pipedrive fields.
• Once you choose the option the date will be pre-field once an invoice is prepared when you configure the QuickBooks integration.
• To whom to address the invoice, indicate it by entering it into the "To" field.
• We advise you to use Pipedrive's organization.
• You can select it based on the Name, individual contacts, deal fields, or other fields of your choice.
• Enter the physical address of the invoice's receiver.

Note: You are advised to use Pipedrive's organization. You can choose any field like addresses, individual contacts, organizations, or other fields.

• Use the Pipedrive Person mail field, you can even select individuals' contacts, organizations, and deal fields.
• You can even set up the Pipedrive to store the customer's tax ID.
• Click on the Save option to save the integration preferences.

Does Pipedrive Integrate with QuickBooks?

Wondering does pipedrive integrate with quickbooks. The answer is yes. You can easily import your QuickBooks vendors, products, customers, invoices, and estimates. Pipedrive integration with QuickBooks helps you with lots of processes and ease your task. If you face any issues with the Pipedrive QuickBooks integration process you can get in touch with the support team who can guide you in the best possible manner.