How To Do Pipedrive QuickBooks Integration?

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

What is Pipedrive?

Pipedrive is a CRM and Sales pipeline software for deal markers. Be organized. you can close the deal within less time. IOS and Android apps let you take your pipeline with you anywhere.

What is QuickBooks

QuickBooks is the most popular software for accounting and managing expenses or keeping track of daily health. In this, you can prepare invoices for customers, and pay bills, reports, and taxes. Multiple solutions are available to support a variety of business requirements, including in QuickBooks Product List: QuickBooks Online, QuickBooks Desktop, QuickBooks Payroll, QuickBooks Time, or QuickBooks Checking.

Let’s learn the 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 the 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 the due date
It will be auto-populated when an invoice is created in the Pipedrive
- To- This section is for whom you wish to address the invoice. As invoices are often paid by the Accounts Payable department of a company, we suggest using Pipedrive's Organization - Name field. Other organizations, 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 organizations, 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 organizations, 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 to save your integration preferences for your company's 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 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 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 Find 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 an 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 Find a user by name, email, or ID.
Find or Create a Person Finds a person by name, or creates one if none is found.	Find or Create a 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 a 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 a Customer Finds or creates a specific customer v2.
Find or Create a Vendor Finds or creates a specific vendor.

How to Integrate QuickBooks Desktop and Pipedrive

Here is an easy-to-follow guide for integrating Pipedrive with the QuickBooks desktop application:

Open Pipedrive and sign in. Select the 'Settings' option.
Choose the Invoicing option in the 'Integrations' section.
'Connect' should be clicked.
Then, QuickBooks users must input their username and password before clicking "Login."
Finally, click "Allow" after confirming the connection.

How Pipedrive QuickBooks Integration useful for your business

It can be helpful in many ways, a 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 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).

How does Pipedrive integration work with QuickBooks?

First Step: First of all, you need to select QuickBooks as a trigger app and authenticate it.
Second Step: Choose “Trigger” from the triggers list.
Third Step: Select Pipedrive as an action app and authenticate it.
Fourth Step: Choose a resulting action from the action list
Fifth Step: Choose the data which date you want to send from QuickBooks to Pipedrive.

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.

Pipedrive QuickBooks Integration