Forget about lengthy accounting processes and simplify your invoice creation with the QuickBooks - Pipedrive integration.

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App screenshot
App screenshot
App screenshot
App screenshot

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

  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 in to 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. If your product catalog lives in QuickBooks, you can export it and import it into Pipedrive. You’ll only need to do this once.
  7. You are ready to use QuickBooks integration with Pipedrive!

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User reviews (77)

User reviews (77)

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MH
Mohammed Hussain
February 3, 2025 · 20:22

Great

JK
Joost Kros
January 24, 2025 · 15:52

Not recommended: *Not possible to simple add discount on a single productline *Not possible to include a column on the invoice and put the percentage to get the discount? This feature should be standard. It's a basic requirement. I can't believe its not possible and and they're suggesting such a long winded, messy workaround

B
Brenton
January 14, 2025 · 14:40

I've yet to try the actual app but every time I try to sign up for a trial, the site crashes. When I try to let them know there's a problem, it puts me through an infinite loop in which I have to sign up for a subscription in order to let them know their site isn't working. Doesn't inspire much confidence.

View all replies (1)

Last reply 52 days ago

AD
Andreas Dorn
October 18, 2024 · 08:56

die unübersichtlichste App die ich seit langem gesehen haben. Null intuitiv. Zum Start Firmenlogo hochgeladen, Testrechnung war dann ohne Logo, Rechnung im Backend nicht gefunden, App deinstalliert! The most confusing app I've seen in a long time. Not at all intuitive. Uploaded company logo to start with, test invoice had no logo, invoice couldn't be found in the backend, app uninstalled!

GC
Gustavo del Castillo
October 17, 2024 · 13:25

solo le falta una buen Add on en outlook

Overall rating

3,0

2000+ installs
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