How to Carry Out Pipedrive QuickBooks Integration?

Pipedrive CRM is a cloud-based hosting sales “client relationship management” software that is a powerful tool for small sales teams. If you have this software to conclude your sales-related tasks and somehow you have thought of double the benefits of this software for several reasons. Then going with Pipedrive QuickBooks integration will be a great choice. With their integration, you may pursue so much more that you are not capable of them earlier. Continue reading the article to know more about it.

Overview of QuickBooks Online: Pipedrive QuickBooks Integration

QuickBooks Online is a bookkeeping & accounting software that facilitates SMBs to use the platform from different devices like computers, mobile phones, and tablets to care for their business growth. With the subscription package varied for the user and its business, you can manage your data from any location. You can verify minor to major business details with the purposeful adoption of the time-to-time upgraded features. Moreover, if you want to save time and go long, you can safely sync this software with over three hundred other applications. Pipedrive integration with QuickBooks is one among them.

Features of QuickBooks Online

This cloud-based accounting program has multiple features accompanying decent design and a user interface. Let’s focus on some of those features below. 

Customers and Vendors

You deal with various customers and vendors to operate the daily activities of your business. As a result, you must keep the data up-to-date to know which customers and clients are good and bad for your entity. Paper registers are not effective in today’s time. The time is gone when you would mind a few details for the customers and dealers. Nowadays, you need their complete history to track your past time perspective and future outcomes to them. QBO helps you save the information of countless customers and vendors. 

Sales Report

The products and services are the original glories of a business. How efficiently the sales team handles this glory ensures long-lasting high revenue and reputation in the market. QuickBooks online assists in this background from production costs, QuickBooks expenses report, and other additional expenses. All-in-all it is perfect for Pipedrive QuickBooks Online integration.

Invoices Management

Proper Invoice management via QuickBooks Online or QBO generates more revenue than your expectation. It lets you know who are your customers who have joined your recently for goods and services and have they paid the amount you asked for your services. Moreover, if you deal with the vendors or receive invoices this platform helps you pay the bill on time with the API network. 

Easy Tax Calculation

Tax calculation is a critical deed for any business. Tax norms vary from time-to-time. QuickBooks online platform eases this assignment and makes you relax for timely tax payment to the tax authority.

Overview of Pipedrive: Pipedrive QuickBooks Integration

It is a CRM or client relationship management and SPM or sales-pipeline management tool that assists the sales team of small to medium sized businesses to generate more revenue from the prospects and maintain the balance sheet. Pipedrive lets you focus on the real growth instead of an illusion created by inaccurate sales reports. The potential team has the right to monitor their monthly goals, forecasting and customer-business relationship management with proper sales cycle. Not just that old customers have these benefits only instead it tracks the lead for the new and most interested clients.

Features of Pipedrive

The user can also transfer the reports to other platforms while managing your sales from start to finish. 

Deals 

You deserve the best for your business and the sales team works in this condition. However, the team can’t give an effective outcome until it doesn’t have a proper platform and administrator to lead them in the goal achievement. Pipedrive works on a pipeline view that goes through the most authentic and exceptional deals for the business network. If you have the continuous growth perspective for your sales time efforts make sure to join Pipedrive. 

Accurate Forecast

There is a timeline view that works automatically via the software to give you an idea of the forecast of your business scale. What is the current status of the month, quarter, bi-annual or annually. Means, you have a clear picture to decide the strategy for achieved or non-achieved sales targets. 

Easy Customization

Every company or enterprise works on different perspectives even though they have the same fundamental goals from higher revenue generation to client relationship management. For the successful execution of these things, each has to go with the easy customization of their requirements. Pipedrive facilitates in this case too. 

Safe and Secure

With the multiple features and functions available on the software, you reveal the information that is critical to secure from threats from competitors and cyber attacks. Pipedrive secures your data and makes it available to you whenever you need it. 

Advantages of  Pipedrive QuickBooks Integration

See the advantages below for pipedrive integration QuickBooks. 

1. With the usage of integration software you can run a copy of any data among the two applications. Invoices generation will be easy for you and your sales team. 
2. Whenever you deal with any particular client or customer and generate invoices against it you have to track whether the customer has paid the bill or not. One can do this without the pipedrive application.
3. Any time you can run, view or analyze the sales history.
4. The merger will help you go for the error free entries in the sales report
5. Save your time and take extra charge of other goals where technology can’t lead. 
6. QuickBooks Pipedrive integration will allow you generate new leads via chat box and email marketing. 
7. Any time you can communicate with your potential client to take the following after the accurate record check. 
8. Customization of the data following your need will make you rely on it in a more trustworthy way. 
9. Get the latest updates on your dashboard without going to two different apps to expend the efficiency of your employees and sales department. 
10. High-grade security features from Pipedrive and QuickBooks give you alerts of any data suspect.

How to connect Pipedrive with QuickBooks?

To connect Pipedrive with QuickBooks, follow the steps given below:

• Select QuickBooks under Tools and App> Invoicing to connect your QuickBooks account to Pipedrive. Once your installation procedure is completed, you can access the Pipedrive marketplace, which also allows access to the account you created. Under the tools and programs section of the marketplace applications, you can remove or uninstall all the programs.
• Once you verify your accurate QuickBooks login credentials, you will be instantly directed to the Pipedrive settings, where you can configure your QuickBooks connection preferences.
• When setting up the Pipedrive QuickBooks integration, you must complete the Pipedrive section. The time that will be filled out is automatically filled in once in Pipedrive.

• The TO section indicates to whom you want the invoice sent. We advise using Pipedrive’s Organization—Name feature since an organization’s accounts payable department frequently settles bills. Other businesses, people’s contacts, and deal industries are also options.
• The recipient’s physical address should not be entered anywhere in the invoice. This is because the invoices are frequently paid by the firm’s account payable section, and the Pipedrive organization address field is recommended for use. You can also choose from people’s contacts, deal companies, and other companies. 
• The recipient email address for this invoice is part of this field. This email field is person type, so using the pipedrive=person email field is widely recommended. Again you can choose from people’s contacts, deal companies and other companies.
• Even though not all invoices need it, we advise including it here if Pipedrive offers a custom field for entering your customer’s tax ID number.
• Here, you can specify the payment due date. If the deadline is set seven days after the date of issuance, an invoice generated on March 13th will be issued with a due date of March 20th.
• To maintain your integration settings for your company’s Pipedrive account, click the save icon if you are satisfied with the Pipedrive fields you have chosen to be utilized to complete your QuickBooks invoices.

Read More: Fix QuickBooks Error Code 429

How to Use Pipedrive QuickBooks Integration?

Once the QuickBooks and Pipedrive are connected, you can start creating invoices through the deal detail view in Pipedrive. The steps to do it are given as follows:

• In your pipeline, navigate to any deal and click the “create invoice” icon in the right sidebar.
• After this step, a pop-up window will appear on your screen, where you can quickly review and edit the invoice details. The To, customer tax ID, email, due date, and address will be auto-populated based on all your integration preferences. You can also remove or add services or products, adjust prices or quantities, add notes or terms, and apply discounts or taxes.
• To share the invoice with your QuickBooks account, tap the Create Invoice icon. After this, you will receive a confirmation message on your screen about the successful creation of the invoice.
• The invoice details can be seen from both Pipedrive and QuickBooks. The Pipedrive invoice number, status, amount, due date, issue date, status, and link to view the invoice in QuickBooks are available. In QuickBooks, you can view all the invoice details, print, edit, record payments, or email them.

Read More: Print Payroll Stubs In QuickBooks

Best Methods for Pipedrive QuickBooks Integration

Some of the best methods for the integration among both Pipedrive and QuickBooks are as follows:

1. Products and contacts must be updated in Pipedrive and QuickBooks. You must ensure that any changes you make to a contact or product in a single tool are synchronized.
2. The additional information you wish to put in your invoices, including payment conditions or the customer’s tax ID, must be stored in Pipedrive’s custom fields.
3. Then, filters segment your deals by due date, amount, invoice status, or any other criteria. This allows you to prioritize both collection and follow-ups.
4. Both Pipedrive & QuickBooks have dashboards and reports that you can use to track your revenue predictions and sales performance.
5. These tools allow you to visualize various metrics, such as conversion rate, sales volume, invoice amount, average deal size, overdue invoices, payment releases, etc.

Looking at your bills

To accomplish this, take the actions listed below:

• Your updated invoice will appear in the Changelog section of your detail view. The invoices in Pipedrive will exhibit the following flags according to their statuses: Open\Paid, a payment that has been partially paid, canceled, past due, or erased.
• In case if you choose more, then you have the following options:
  – Any paid or unpaid invoices should be void. Where the unavoidable bills have already been declared as void.
  – Then, remove the invoice.
  – After this, share all the invoices by email with your customers, no matter whether they are overdue or paid.
  – To send the invoice directly to your customers, download the pdf version. 

• You can modify, transmit, and accept payments for your invoice by choosing the “open in QuickBooks” option, which will take you to your QuickBooks account.
• The detail view’s sidebar will also contain your invoice history. When you refresh this page, any new QuickBooks updates will be displayed. You may also select the View all invoices option to view the settings and unlink a contact.

Conclusion

With the help of this article, you can finish the pipedrive QuickBooks integration process with ease. Moreover, you can do multiple jobs within a few clicks. Sales reporting and invoice generation is prime in this case. Still, you have any query regarding QuickBooks and other integration compatible applications, you can get in touch with us.

Frequently Asked Questions