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QuarterOne
Free app for automated sales reports, analytics, forecasts and predictions.
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QuickBooks Integration | Connect Your Apps With Pipedrive 
1500+ installs
QuickBooks
by Pipedrive
Forget about lengthy accounting processes and simplify your invoice creation with the QuickBooks - Pipedrive integration.
Description
With the Pipedrive - QuickBooks integration app, you can spare the endless email communication with your accountants as well as the switching between the Pipedrive and QuickBooks apps by creating invoices from Pipedrive’s deal details view.
- Invoice creation and sending
- Contacts creation/link to QuickBooks contacts
- Automatic Products creation/link to QuickBooks products
- Pulling invoices from QuickBooks into Pipedrive
- Aggregated invoicing data by contact
- Updated statuses on invoices
Discover how the app can help you by giving you the necessary information to streamline your sales process and close deals faster!
Installation instructions
- Click “Install” at the top of this page
- Read the terms and conditions and allow Pipedrive and QuickBooks to access data
- If you are not logged in to QuickBooks, you can log in or create a new account
- You will be prompted to select which QuickBooks company to use
- Configure your preferences
- If your product catalog lives in QuickBooks, you can export it and import it into Pipedrive. You’ll only need to do this once.
- You are ready to use QuickBooks integration with Pipedrive!
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QuickBooks FAQ
QuickBooks is an accounting software developed by Intuit. It’s used by businesses to manage financial transactions, track expenses, create invoices and generate reports. QuickBooks simplifies accounting tasks, making it easier for small and medium-sized businesses to handle their financial operations efficiently. You can integrate QuickBooks with Pipedrive to streamline your financial processes.
Here are some tips to help you use QuickBooks:
- Set up an account with your business details
- Connect your bank accounts for automatic transaction import
- Record income, expenses and categorize transactions
- Create and send invoices to clients
- Generate financial reports
- Manage payroll and taxes if needed
- Regularly reconcile accounts for accuracy and backup data for security
QuickBooks offers various pricing plans for businesses of different sizes. You can find the price options here: https://quickbooks.intuit.com/uk/pricing
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