Pipedrive integration is possible with QuickBooks Online (QBO), but the integration of Pipedrive with QuickBooks Desktop is not possible without other tools. If the user wants to integrate Pipedrive with QBD user can use third-party software. The connection of Pipedrive and QuickBooks Online is established through the official Pipedrive Marketplace app. It supports perfect two-way data synchronization between the platforms.
In this blog, we will discuss Pipedrive QuickBooks integration, the benefits of integration and the steps to integrate them in detail. With the help of this, you can do your daily workflow smoothly, more accurately, and easily manage for both the sales and finance teams.
What is the Pipedrive QuickBooks Integration?
Pipedrive QuickBooks integration is a way to connect your sales and accounting data in one system that helps you to save time, reduce errors, and keep your sales and finance teams on the same page. If you are setting up QuickBooks Online with Pipedrive, you can create an invoice right inside Pipedrive and can directly send to QuickBooks without typing everything again. Pipedrive also helps to monitor the status of your invoices if they are approved, paid, and overdue. Pipedrive QuickBooks Integration helps your CRM and accounting software work together for a more efficient and organized workflow.
Benefits of Pipedrive QuickBooks Integration
QuickBooks Online integrations with Pipedrive offer many benefits that make it a strong tool. Below are the top benefits of it:
- This tool provides a clear view of your whole sales pipeline at once in drag-and-drop.
- This feature enables you to configure the pipeline to fulfill requirements. You can add custom fields and stages according to you.
- It shows the records of the emails, calls, notes and meeting details.
- It helps you to keep on track on top of your deals by scheduling and reminding sales activity.
- This can allow you to filter, sort, and categorize leads to create list, so that you can follow up on it.
- It helps and supports the coordination of task sharing and visibility of team achievements.
- It recalculates and updates deal values and helps you to predict the sales and revenue for further planning.
- It enables you to build and design customizable lead capture forms for your website
- It helps to receive details and information, analytics, and a dashboard to monitor the performance.
- It can sync with like Outlook, Gmail, and other softwares. It helps you to send, receive, and track emails easily.
- Use AI to help generate leads and give a target list.
- Pipedrive connects many tools like HubSpot, Trello, Asana, G Suite, Outlook, Slack, and Zoom.
- It controls your security and offers permission control alerts. A central security dashboard with GDPR complaint features.
How to Integrate Pipedrive with QuickBooks Online?
Integrating Pipedrive with QuickBooks Online enables teamwork between the sales and accounting teams. The deals in Pipedrive can be directly integrated with QB with the help of which you get benefits like reduction in manual entry, ensuring consistent customer information and enhancing management of cash flow visibility. Here are some steps given below to set up the integration of Pipedrive with QuickBooks Online:
- Primarily you have to log in to Pipedrive.
- Search for the tools and apps and click on the invoicing button.
- Find QuickBooks online in the marketplace.
- After that you have to click on the Install and follow the prompts.
Steps to Authorize QuickBooks and Map
- After the installation you will be redirected to the QuickBooks online.
- There you have to log in with your correct QuickBooks Credentials and approve access for Pipedrive.
- After that you must pick the specific company file you want to connect.
- Map fields between Pipedrive and QuickBooks:
- Contact Name → Customer
- Email → Customer Email
- Billing/Shipping Address → QuickBooks Address Fields
- Tax ID / VAT Number → Tax Identifier
- The last step is to save your mapping preferences.
Steps to create and sync an Invoice from Pipedrive to QuickBooks
- You have to open the deal in Pipedrive that you want to invoice.
- From the deal page click on the Create Invoice button.
- Check the auto filled fields based on your mapping.
- After that as per your needs add or edit invoice items, quantities, etc.
- Now normally save the invoice and Pipedrive will automatically sync it to QuickBooks Online.
- After that you can view invoice details and payment status directly in Pipedrive while QuickBooks manages sending and tracking.
Reasons to Integrate Pipedrive with QuickBooks
QuickBooks Pipedrive Integration helps to streamline sales and accounting processes. Here are some reasons to why Pipedrive Integrates with QuickBooks is necessary.
- The user can create invoices automatically whenever a deal reaches a certain stage in Pipedrive. It is also speeding up the billing process.
- Sync product details and pricing are consistent between Pipedrive and QuickBooks.
- Check invoice status and payment in Pipedrive without switching apps.
- Combine Pipedrive sales with QuickBooks financials to monitor performance.
- It updates customer and deal information automatically in both systems.
- Cut down on manual data entry and avoid repetitive work. It transfers sales and invoice data automatically.
Does Pipedrive Integrate with QuickBooks Desktop (QBDT)?
No, Pipedrive does not integrate with QuickBooks Desktop. QuickBooks desktop users can use third-party platforms to connect Pipedrive to QuickBooks desktop. You can search “Pipedrive QuickBooks desktop Integration” on any search engine and find many tools as per your requirement. These tools allow one-way or two-way data sync. These solutions enable users to link both Pipedrive and QBDT systems and the exchange data between them. These third-party tools automate many workflows, such as syncing customer information, deals, and invoices, but may require additional setup.
Advantages and Disadvantages of Pipedrive QuickBooks Integration
Here we will go through some pros and cons of the Integration of Pipedrive and QuickBooks.
Pros
- You can create an invoice in QuickBooks Online straight from a Pipedrive deal without having to type the details again.
- Field mapping helps to prevent errors in customer information or invoice data.
- Sales and accounting teams save time by reducing manual entry.
- Customer data, address, and tax information across both platforms.
- View the status of Invoice with pipedrive either it is paid or overdue.
Cons
- Direct integration with QuickBooks desktop is not supported.
- Only standard fields can be synced between both platforms.
- Synchronization depends upon connection quality or third-party app limitations, and may not happen immediately.
- Advanced processes may need iPaas tools and some external automation solutions.
- Large data sets can be face challenges due to system or API usage caps.
How to Resolve Pipedrive QuickBooks Integration Issues?
You can easily resolve the Pipedrive QuickBooks integration issues. Because Pipedrive offers official support for integrating QuickBooks, which helps to make faster troubleshooting or resolving issues, and is designed a work within their control. Sometimes you can face more complexity in resolving the issue with any third-party apps. This complexity happens due to potential compatibility issues or bugs between platforms.
Follow these steps if you are facing any issues during integrating Pipedrive with QuickBooks Online (QBO).
- First thing is that always review integration logs in Pipedrive. That helps to give you error details.
- Verify the QBO error message for invoice or field conflicts before integrating.
- You can take official guidance from QuickBooks help centre and Pipedrive support.
- If you are using a third-party app connector for managing and integrating the Pipedrive and QuickBooks desktop, you must have to visit or consult their support team.
Conclusion
In conclusion, we hope this blog is helpful for you to understand pipedrive QuickBooks Online. By connecting these two tools, you can easily automate your invoice process and boost sales efficiency. If you have any queries related to this blog then contact our expert proadvisor team.