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!

Note: QuickBooks API only allows one active connection at a time per account. Therefore, only one user can install it in Pipedrive.

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!