Pipedrive Quickbooks Integration in 6 Steps

Pipedrive Quickbooks Integration

Integrating Pipedrive with QuickBooks can streamline your sales and accounting processes by automatically syncing your customer and financial data between the two systems. Below is a detailed tutorial on how to set up this integration, along with some FAQs and references to screenshots.

Streamline sales and accounting with Pipedrive Quickbooks Integration

1: Sign in to Pipedrive

1. Open your web browser and go to the Pipedrive website (https://www.pipedrive.com/).
2. Sign in to your Pipedrive account using your username and password.

2: Access the Pipedrive Marketplace

1. Once logged in, click on the "Apps" icon located in the left sidebar.
2. In the Apps section, search for "QuickBooks" or navigate to the QuickBooks integration.

3: Install the QuickBooks Integration

1. Click on the QuickBooks integration to access its details.
2. Click the "Install" or "Connect" button to begin the integration setup.

4: Connect Your QuickBooks Account

1. You will be redirected to QuickBooks. If you're not already logged in, sign in to your QuickBooks account.
2. Authorize Pipedrive to access your QuickBooks data by clicking "Authorize" or "Allow."

5: Configure Integration Settings

1. Once the authorization is complete, you'll be taken back to Pipedrive. Here, you can configure various settings for the integration.
2. Map Pipedrive fields to QuickBooks fields to ensure accurate data transfer.
3. Set up triggers and rules for when data should sync between the two platforms.
4. Save your settings.

6: Test the Integration

1. To ensure everything is working correctly, create a test lead or deal in Pipedrive.
2. Verify that the data is synced to QuickBooks without any issues.

Frequently Asked Questions (FAQs):

Q1: Do I need a specific plan for the Pipedrive and QuickBooks integration?

A1: The availability of the integration may depend on your Pipedrive subscription plan. Some features may only be available in higher-tier plans. Check Pipedrive's pricing and integration documentation for details.

Q2: Can I sync historical data from Pipedrive to QuickBooks?

A2: The ability to sync historical data may vary depending on the integration's capabilities. Check the integration settings and documentation for options related to historical data syncing.

Q3: How often does data sync between Pipedrive and QuickBooks?

A3: The frequency of data sync can often be configured during the setup process. You can choose how frequently data should be updated, whether in real-time or at specific intervals.

Q4: Is support available for troubleshooting integration issues?

A4: Both Pipedrive and QuickBooks offer customer support and resources to help with integration-related problems. You can contact their support teams or refer to their documentation.

Q5: Can I disconnect or disable the integration if needed?

A5: Yes, you can typically disconnect or disable the integration at any time through your Pipedrive account settings. Refer to Pipedrive's documentation for specific instructions on how to do this.

Additional Resources:

For screenshots and more detailed instructions, please visit the official Pipedrive and QuickBooks integration documentation:

• Pipedrive Integration Documentation: Pipedrive QuickBooks Integration
• QuickBooks Integration Documentation: QuickBooks Online Integration

Following these steps and referring to the provided resources should help you successfully integrate Pipedrive with QuickBooks for efficient sales and accounting management.