Pipedrive Quickbooks Integration

Pipedrive Quickbooks Integration

Instead of having to waste time copying and pasting data between the two tools, you can produce invoices from the deal detail page and transfer them over to your Quickbooks account with ease using the Quickbooks integration app.

You won't have to leave the Pipedrive app to find out when an invoice is accepted, paid, or past

due thanks to the connection, which can also give you the most recent status updates on invoices generated from Pipedrive. Activating the integration with Quickbooks

Enabling the Quickbooks integration

Note: There may only be one active Quickbooks integration per Pipedrive corporate account at any given time. The invoices in Pipedrive will only be visible to the user who has the integration installed.

Navigate to Tools and Apps > Invoicing and choose "Quickbooks" to link your Quickbooks account.

After that, you'll be sent to the Pipedrive marketplace, where you may finish the installation process and provide the app account access. The software may be uninstalled by going to Tools and Applications> Marketplace apps.

After your legitimate login information has been verified, you will be taken back to your Pipedrive settings where you can adjust the Quickbooks integration settings.

You must select the Pipedrive fields and the due date that will be automatically filled in when you set up your Quickbooks integration. These will appear when an invoice is created in Pipedrive.

To: Indicate in this section to whom you would want to send the invoice. Since an organization's accounts payable department usually pays invoices, we advise utilizing Pipedrive's Organization – Name field. Additionally, you have a selection of deal fields, persons to contact, and other organizations.

Address: The physical address of the invoice's receiver should be entered in this box. Since an organization's accounts payable department usually pays invoices, we advise utilizing Pipedrive's Organization – Address field. Additionally, you have a selection of deal fields, persons to contact, and other organizations.

Email: The receiver of the invoice's email address is entered in this box. We advise using Pipedrive's Person-Email field because the email field is a person-type field. Additionally, you have a selection of others.

Click the "Save" button to save your integration preferences for your Pipedrive company account after you are happy with the Pipedrive fields you have selected to appear in your QuickBooks invoices.

Making use of the integration

You can make your first invoice by going to the detail page of any deal once you've completed setting up your integration. To begin, select the Invoice tab > + Invoice.

You'll be asked to complete your invoice's data. After the invoice is saved, the data you enter here will be transmitted to your QuickBooks account.

Customer Details: These will be automatically filled in depending on the fields you select in Quickbooks when configuring your invoicing settings.

Invoice Details: Please fill out this section according to the requirements of your business. For instance, you may want to change the Quickbooks invoice design you want to use, the tax functions of this invoice, or the currency this invoice should be in. For Quickbooks, the currency field is required.

Items for Invoice: This area lists the products or services that go toward the costs on your invoice. The products that are associated with your offer will immediately appear here. Find out more here about including products in your deals. You have the option to expand your list.

Note: You must link each product associated with the transaction to an existent product in your Quickbooks account once they have appeared in your Invoice Items section. Your item will have a yield icon next to it until it is linked successfully. We advise making sure your product list is current if you are utilizing our products function for your invoice items. You can search for and link to your items in Quickbooks directly from the create invoice box if you are not using our product functionality.

Note: Verify that the currency applied matches the currency stored under that contact in Quickbooks when entering invoice currency details. To bill in various currencies, you must first activate Quickbooks' multiple currencies function, add the currencies you want to bill in, and then store your contacts in Quickbooks with the appropriate currency type before creating invoices in Pipedrive.

You must either establish a new customer or link the invoice to an existing one in your Quickbooks account under "Customer details."You will have the ability to edit customer information on the provider's end once a contact is linked.

If you have this turned on, Quickbooks will bring in any updated information under Address, Email, and Tax ID that differs from what is stored. Once all of the information for your invoice has been input, click the "Create invoice" button.