QuickBooks + Pipedrive

Synchronise QuickBooks with Pipedrive

Info
QuickBooks

QuickBooks

Accounting
Info
Pipedrive

Pipedrive

Customer Relationship

Optimise your QuickBooks accounting by integrating Pipedrive to better track your leads and customers.

Inventory

Track your Inventory

Keep your inventory up to date by synchronising your stock levels.

Clients

Synchronise your Contacts

Synchronise contacts and customers between your applications.

Invoices

Export your Invoices

Replicate your invoices and save your important data.

Transactions

Track your Payments

Keep control of your accounting by exporting your transactions.

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.

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.

Connect QuickBooks and Pipedrive

No technical knowledge required, start integrating in 5 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 new

Follow the frequency of your synchronisations over time.

Integration Guides

Tips to integrate QuickBooks and Pipedrive easily

Accounting

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.

https://quickbooks.intuit.com

Customer Relationship

Pipedrive is a simple CRM tool that helps you get more qualified leads and grow your business faster.

https://www.pipedrive.com

Questions about the integration?

Request more info on QuickBooks + Pipedrive integration

Question

⚡ Connect Your Accounting Applications now