Pipedrive Guide
Pipedrive
Pipedrive + QuickBooks
Synchronise Pipedrive with QuickBooks
Follow your Pipedrive leads and contacts by integrating it with QuickBooks to manage your accounting more simply.
Synchronise your Orders
Import or export your orders from one application to another.
Synchronise your Contacts
Synchronise contacts and customers between your applications.
Track your Payments
Keep control of your accounting by exporting your transactions.
Optimise your Marketing
Use your customer data to improve your sales.
Can I import and export data into QuickBooks Online?
You can import and export the following lists to and from MS Excel or CSV file: Customers, Suppliers, Products and services, Chart of accounts. Plus you can export reports to MS Excel.
What reports types are available in QuickBooks Online?
Here are a few commonly used reports: Profit & Loss, Balance Sheet, General Ledger, Trial Balance, Statement of Cash Flows, and Transaction List.
What can I do with Pipedrive CRM?
Pipedrive provides sales personnel full visibility of different sales pipelines. An interface displays the progress stages for each deal with the complete details for next actionable items. The activity & goal feature allows users to track the pending activities in each pipeline. Pipedrive also offers custom sales reporting tools to monitor individual and team level targets, analyze sales data and generate visual reports.
Can I connect Pipedrive to other applications not listed on Synchron?
Pipedrive's mailing system seamlessly integrates with multiple email service providers including Outlook, Gmail and Yahoo. Users can send and receive emails from multiple accounts using their Pipedrive account. The solution also integrates with various leading CRM tools to transfer contact details, communication history and other information across applications. Apart from these, the solution also integrates with Google Maps, MailChimp, Trello and Zapier.
Connect Pipedrive and QuickBooks
No-code platform, start integrating in a matter of minutes.
Synchronisation
Automatically trigger your syncs on predefined events.
Universal Connector
Connect and synchronise your applications without any technical knowledge.
User Interface
Observe in real time the data transferred from one app to another.
Resilience and Security
Enjoy fully encrypted communications and transfers.
Multi-user Account
Work as a team and regulate the permissions of your team members.
Statistics
Follow the frequency of your synchronisations over time.
Integration Guides
Tips to integrate Pipedrive and QuickBooks easily
Pipedrive is a simple CRM tool that helps you get more qualified leads and grow your business faster.
QuickBooks is an accounting software developed and marketed by Intuit for small and medium businesses. QuickBooks is available in a desktop version and a cloud version called QuickBooks Online, accessible from your browser.
Questions about the integration?
Request more info on Pipedrive + QuickBooks integration
