Pipedrive >> QuickBooks

With the Pipedrive–QuickBooks integration app, you can now create invoices from deal detail view without having to send emails to accountants.

quickbooks pipedrive

Description

With the Pipedrive–QuickBooks integration app, you can now create invoices from deal detail view without having to send emails to your accountant or copy-paste data between Pipedrive and QuickBooks.

Additionally, you’ll get updated statuses on invoices created from Pipedrive, so you’ll know when they are approved, paid or overdue. Discover how the app can help you by giving you the necessary information to streamline your sales process and close deals faster!

Setup and installation

  1. Click install at the top of this page.
  2. Read the terms and conditions and allow Pipedrive and QuickBooks to access data.
  3. If you are not logged into QuickBooks, you can log in or create a new account
  4. You will be prompted to select which QuickBooks company to use.
  5. Configure your preferences.
  6. You are ready to use QuickBooks integration with Pipedrive!

Contact Us to Learn More About QuickBooks Pipedrive Integration

Looking for help but don’t know where to start? Choose Axis Consulting. We help companies streamline their process with automation by unlocking the power of technology. Fill out the form below and we will be in touch shortly.