QuickBooks Desktop SYNC

QuickBooks Desktop SYNC

by Commercient

Sync Quickbooks Desktop with Pipedrive via Commercient SYNC for heightened efficiency and productivity. Enjoy a hassle-free, user-friendly experience.

Enable payments and tracking, Automate my pipeline and data

App screenshot
App screenshot
App screenshot
App screenshot
App screenshot


Commercient SYNC offers you the ultimate time-saving solution, automating data entry and reducing duplication. It streamlines workflows for your sales, customer service, and marketing teams, granting them easy access to vital customer information and leads.

Our app offers flexible data flow with one-way or bidirectional integration. Seamlessly integrate your ERP data with Pipedrive through Commercient SYNC to enhance efficiency and productivity. Benefit from a hassle-free, user-friendly experience that's fully managed.

With Commercient SYNC you'll gain deeper insights into sales, orders, and invoices, empowering you to monitor performance and make informed decisions as you work towards your sales and company goals.

Quickbooks Desktop data into Pipedrive:

  • Sync Contacts from Quickbooks as Pipedrive People
  • Sync Customers from Quickbooks as Pipedrive Organizations
  • Sync Sales Invoices or Orders from Quickbooks as Pipedrive Deals
  • Sync Quickbooks Products as Pipedrive Products
  • Attach Contacts and Organizations form Quickbooks into Pipedrive as Deals.

Pipedrive data into Quickbooks Desktop:

  • Sync Pipedrive Organizations as Quickbooks Customers
  • Sync Pipedrive Contacts as Quickbooks Contacts
  • Sync Pipedrive Products as Quickbooks Products
  • Pipedrive Deals in a defined stage as Quickbooks Sales Orders or Invoices

Installation instructions

To set up Quickbooks Desktop SYNC follow the steps below:

  1. Connect with one of our integration experts. If you haven't already, just send us an email at [email protected] or fill out this form and we’ll contact you.
  2. After completion of the first step, you will get an email for verification.
  3. You will be required to add an IP address of your server from where sync will run.
  4. Select Pipedrive CRM and click the “Submit” button. This will redirect you to the Pipedrive website.
  5. Click “Allow and Install”. (You need to be logged in your Pipedrive account)
  6. Download the Commercient SYNC agent on the server where Infor is installed.
  7. We will book you a scheduled call with one of our integration professionals. During our setup call, we'll discuss your integration objects, field mappings, and setup project scope to launch your integration app.

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