Pipedrive QuickBooks Integration

With the Pipedrive QuickBooks Integration, you can create invoice from deal detail view and seamlessly send them over to QuickBooks account without the hassle of copying and pasting data between the two applications. The integration can also provide the updated status on the invoices created from Pipedrive.

So, you should know exactly when they are approved, paid, or overdue without leaving the Pipedrive. This blog entails all the necessary information about Pipedrive QuickBooks Integration and how you can easily integrate Pipedrive with QB.

Get the Instant Solution with Live Chat Experts

Are you still not able to resolve your QuickBooks Integration issue? We have a team of QuickBooks Integration experts with years of experience in resolving errors and issues. If you need any help asap, CHAT NOW with our experts.

Let’s learn quick process of Pipedrive QuickBooks Integration

Step by step procedure to precede this integration process:

1. Enabling the QuickBooks Integration

  • To connect with QB account to Pipedrive, go to the Tools and apps >>> Invoicing and then select the QuickBooks button 
  • Next, you’ll prompted to Pipedrive marketplace where you can complete the installation flow and allow the app access to your account 
  • Uninstall the application which you found under the Tools and apps >>> Marketplace apps
  • Once the valid QuickBooks login credentials have been confirmed 
  • After that, you’ll be directed back to the Pipedrive settings to configure the QuickBooks Integration Preferences
  • When setting up the QuickBooks Integration, you have to select the Pipedrive fields and due date 
  • And it will be auto-populated when an invoice is created in the Pipedrive
    • To- This section is for who you wish to address the invoice to. As invoices are often paid by the Accounts Payable department of a company, we suggest using Pipedrive’s Organization – Name field. Other organization, persons contact, and deal fields are also available.
    • Address- The physical address of the invoice’s recipient is entered in this section. We recommend using Pipedrive’s Organization – Address field because invoices are often paid by a company’s Accounts Payable department. Other organization, persons contact, and deal fields are also available. 
    • Email- The physical address of the invoice’s recipient is entered in this section. We recommend using Pipedrive’s Organization – Address field because invoices are often paid by a company’s Accounts Payable department. Other organization, persons contact, and deal fields are also available.
    • Customer Tax ID- Although not all invoices require this information, if you’ve established a custom field in Pipedrive to store your customer’s tax ID, we recommend using it here.
    • Due date- You can set the due date for the payment here. If the due date is set to seven days after the issue date, for example, an invoice created on March 13th will be due on March 20th.
  • Once you’re satisfied with the choices for Pipedrive fields to populate your QuickBooks invoices, just click on the “Save” button in order to save your integration preferences for your company Pipedrive account. 

2. Using the QuickBooks Integration 

  • When you’re done with the Settings up the QuickBooks Integration, you can go to the Detail view any deal in order to create your first invoice
  • To get started, click on the Invoice tab + Invoice 
  • Next, you’ll be prompted to fill out the invoice details 
  • Now, all the information will be sent to your QuickBooks account once the invoice is saved 
    • Customer Information— These will be auto-filled based on the fields you choose when setting up your QuickBooks invoicing options.
    • Invoice Specifications— These specifications must be filled up based on your company’s requirements. For example, if you want to change the tax functions of this invoice, or which currency should be used in this invoice, or if you want to use any QuickBooks invoice templates.
    • Invoice Items— This field represents the items that make up the charges on your invoice, such as goods or services. This will be automatically filled in with the products associated with your offer. Here’s where you can learn more about how to add products to your deals. You can also add more items to your list.
  • Under the Customer details, you’ll need to connect the invoice to an existing customer in your QuickBooks account or create a new one
  • When you’ve entered all the details of the invoice, hit the “Create Invoice” button.

3. Viewing your invoices 

  • Under the changelog, your new invoice will appear in your detail view 
  • The invoices in the Pipedrive that will reflect the following flags based on the statuses:
    • Open 
    • Paid 
    • Voided 
    • Deleted 
    • Overdue 
    • Awaiting payment 
    • Partially Paid 
  • If you click on the More ‘…..’, you’ll have these options:
    • Void- Void any unpaid or paid invoices. Voided invoices can’t be unvoided 
    • Delete- Delete the invoice 
    • Send by email- Send any paid or due invoices directly to your customer. Invoices sent by email will be emailed from QuickBooks 
    • Download PDF- Download a PDF version of your invoice to directly send to your clients 
    • Open in QuickBooks: Click on the option that will bring you to your QB account where you can edit, send your invoice, and accept payment. 

4. Detail view sidebar

Your invoice history will also be added to the detail view’s sidebar. In the section, you can refresh to bring in any new updates from QuickBooks, or simply click on “More (‘…’) to move to the Settings or unlink the Contact. 

Supported Triggers and Actions

Triggers

New Activity
Triggers when a new activity is created.
New Deal
Triggers when a new deal is created.
Deal Matching Filter
Triggers when a deal matches a Pipedrive filter.
Activity Matching Filter
Triggers when an activity matches a Pipedrive filter.
Organization Matching Filter
Triggers when an organization matches a Pipedrive filter.
New Note
Triggers when a new note is created.
New Lead
Triggers when a Lead is created.
New Organization
Triggers when a new organization is created.
Person Matching Filter
Triggers when a person matches a Pipedrive filter.
Updated Deal Stage
Triggers when a deal’s stage is updated.
New Person
Triggers when a new person is created.
Updated Dea
Triggers when an existing deal is updated.
Updated Person
Triggers when an existing person is updated.
Updated Organization
Triggers when an existing organization is updated.
New Account
Triggered when you add a new account.
New Bill
Triggers when a new bill is added.
New Customer
Triggered when you add a new customer.
New Estimate
Triggered when you add a new estimate.
New Expense
Triggers when a new expense is added.
New Invoice
Triggered when you add a new invoice.
New Invoice
Triggered when you add a new invoice (with line item support).
New Sales Receipt
Triggered when a new sales receipt is added (with line item support).
New Payment
Triggered when a payment is received (with line item support).
New Purchase Order
Triggers when a new purchase order is added.
New Sales Receipt
Triggered when a new sales receipt is added.
Updated Customer
Triggered when an existing customer is updated.
New Vendor
Triggered when a new vendor is added.

Actions

Attach File
Uploads a file and attaches it to a deal, person, organization, activity, product or note.
Create Deal
Creates a new deal.
Create Activity
Creates a new activity.
Add Product to Deal
Adds a product to a deal.
Create Note
Creates a new note.
Create Lead
Creates a new lead.
Create Organization
Creates a new organization.
Add Follower
Adds a follower to a deal, organization, person or product.
Create Product
Creates a new product.
Create Person
Creates a new person.
Update Deal
Updates an existing deal.
Update Activity
Updates an existing activity.
Update Organization
Updates an existing organization.
Find Activity
Finds an activity by subject.
Find Deal
Finds a deal by name.
Update Person
Updates an existing person.
Find Product(s)
Finds a product or products by name, ID, or product code (with line item support).
Find Organization
Finds an organization.
Find Person
Finds a person.
Find Product
Finds a product by name.
Find or Create Activity
Finds an activity by subject, or creates one if none is found.
Find or Create Organization
Finds an organization by name, or creates one if none is found.
Find or Create Deal
Finds a deal by name, or creates one if none is found.
Find User
Finds a user by name, email or ID.
Find or Create Person
Finds a person by name, or creates one if none is found.
Find or Create Product
Finds a product by name, or creates one if none are found.
Create Bill (Item Based)
Create a new bill, optionally tied to a customer.
Create Bill (Account Based)
Create a new bill, optionally tied to a customer (with line item support).
Create Bill (Item Based)
Create a new bill, optionally tied to a customer (with line item support).
Create Credit Memo
Creates a new credit memo.
Create Customer
Adds a new customer.
Create Estimate
Create a new estimate (with line item support).
Create Expense
Creates a new expense using check, cash, or credit card.
Create Product/Service
Creates a new product or service.
Create Journal Entry
Creates a new journal entry.
Create Invoice
Adds a new invoice (with line item support).
Create Sales Receipt
Adds a new sales receipt (with line item support).
Create Payment
Creates a new payment, optionally linked to an invoice.
Create Purchase Order
Creates a new purchase order.
Create Refund Receipt
Creates a new refund receipt.
Send Invoice
Send an existing invoice.
Send Sales Receipt
Send an existing sales receipt.
Create Time Activity
Creates a new single time activity.
Update Customer
Updates an existing customer.
Update Invoice
Updates an existing invoice (with line item support).
Create Vendor
Adds a new vendor.
Find Account
Find an account by name.
Find Customer
Find a customer by name or email address.
Find Invoice
Find an invoice by number.
Find Product(s)
Find a product by name (with line item support)
Find Vendor
Find a vendor by name.
Find or Create Customer
Finds or creates a specific customer v2.
Find or Create Vendor
Finds or creates a specific vendor.

How Pipedrive QuickBooks Integration useful for your business 

It can be helpful in many ways, few of them are:

  • Pipedrive can automatically sync QuickBooks transactions.
  • Estimates, invoicing, and payment history are all synchronized with Pipedrive people and organizations.
  • Sync data in both directions in real time.
  • Pipedrive records may be synced with QuickBooks customers, vendors, invoices, bills, and other information.
  • Pipedrive allows you to keep track of sales trends and receivables.
  • Mappings that can be customized based on the needs of the company.
  • For progressive billing, one deals with several estimates/invoices.
  • Pipedrive sends estimates and invoices to consumers via email.
  • Multiple QuickBooks companies can be connected.
  • Estimates and Invoices in PDF (license required).
Final Words!

Generate invoices and automatically process payments in QuickBooks. Additionally, manage deal flow, sync your contact data, and automate your sales pipeline in Pipedrive. Do much more by integrating Pipedrive and QuickBooks with automatic processes and save your valuable time. 

Get the Instant Solution with Live Chat Experts

Are you still not able to resolve your QuickBooks Integration issue? We have a team of QuickBooks Integration experts with years of experience in resolving errors and issues. If you need any help asap, CHAT NOW with our experts.


Phone

+18665400865