Pipedrive Quickbooks Integration: How to Connect Them

Quickbooks and Pipedrive are some of the best software for sales and accounting purposes. Quickbooks is used for financial purposes that help you track your expenses and income whereas Pipedrive is a web-based sales CRM application that will help you manage your sales pipeline and grow your business. Both are good in their field but the question arises Is Pipedrive QuickBooks Integration possible? Is it suitable for small business? So the answer is yes Pipedrive Quickbooks Integration is possible and it is suitable for all businesses. Be with us in the article you will provide all the information related to Pipedrive quickbooks.

What is the need for Pipedrive QuickBooks Integration?

Pipedrive integration makes many things manageable. It will benefit you in many ways. Some of them are listed below.

  1. Simplified the workflow: By Pipedrive integration with QuickBooks users can create a list of details and upload it to a Quickbooks account without copying data from one tool to another tool.
  2. Elevate accuracy: Automatic data sharing can ensure that your accounts are up-to-date and more genuine.
  3. Strengthen sales and finances: By integrating Pipedrive and QuickBooks you can track your expenses, and align your accounts and sales activity.
  4. Integration of CRM with Outlook gives you a real-time experience by syncing your data and expenses and tracking your status of revenue and profit hikes.

Steps for Enabling Pipedrive Integrations

You are required to install the Pipedrive Quickbooks integration app from the Pipedrive marketplace to set up the process of integration.

  1. Traverse to tools and apps in your Pipedrive marketplace then you find Accounting and Invoicing, opt for Quickbooks.
  2. After selecting QuickBooks, you will be redirected to the Pipedrive marketplace to complete the process of installation and give permission to the app for synchronization.
  3. Now connect with your QuickBooks account, if you didn’t have then register to it.
  4. A pipe drive setting interface will be open, you have to infuse the preferences in the QuickBooks invoicing field.
  5. After filling in the fields, hit the save button to create the integration.

Process of how to use the Pipedrive Desktop App

After connecting with CRM Outlook, you can create an invoice with details in pipe dives just by following the simple steps given below.

  1. Go to the Pipedrive select any predefined deal of yours and press the “Create Invoice” button from the sidebar.
  2. An interface will be open, you can edit or remove the desires (like to, address, customer ID, etc.) as per your choice.
  3. After filling details select the Create Invoice tab.
  4. A confirmation pop-up will be generated. Now you successfully created your first invoice.
  5. You can review the data in both Pipedrive and QuickBooks.

Benefits of using Pipedrive Integration

The indicated tool benefits you in many different ways. Here are some of Pipedrive QuickBooks Integration.

  1. Cost-effective: Pipedrive Outlook integration can cut the cost of two products. Integration can be profitable for business.
  2. Time-consuming: Before merging users need to add data manually but after integration, data automates itself.
  3. Multiple accounts: You can merge various accounts of Pipedrive with Quickbooks. 
  4. Activity: It lists the top deals of your sales activity., which helps you to manage or focus on top sales.
  5. Manage Revenue: With Pipedrive integration, you can calculate deals and the revenue of top deals.

Challenges of using Outlook as CRM

Here are some challenges/cons of using Pipedrive QuickBooks.

  1. Intricacy: This tool can be complex in some places because it needs some technical assistance.
  2. Data Security: When your all confidential data are handled virtually then security will become a major concern.
  3. Active Account: You can integrate multiple accounts with Quickbooks but only active connection is used at a time in pipedrives.

Conclusion

We wrap by simply saying that Pipedrive integration with QuickBooks is the best tool for automated invoicing details. Pipedrive QuickBooks integration will help businesses streamline their sales and financing process. It is time-efficient and affordable. By successive measures, you can smoothly Pipedrive email sync. For further assistance, you can visit the authorized website.

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