Pipedrive Integration With QuickBooks [Benefits, Setup & Sync]

Pipedrive Integration With QuickBooks [Benefits, Setup & Sync]

pipedrive-integration-with-quickbooks

Data transfer is a major issue in improving customer performance for your business. You will need a customer relationship management app to stay in the competition. You can use Pipedrive integration with QuickBooks. It helps you to manage your business. Real-time data integration is essential for your business. The Pipedrive CRM and QuickBooks integration increases the overall efficiency of Accounting and Customer Relationship.

In this article, we have discussed the benefits of this integration for your business. Go through the entire article to learn the setup, installation and steps to use Pipedrive-QuickBooks Integration.

Pipedrive integration with QuickBooks

Pipedrive is a customer relationship management software. It helps you organise customer relationships, marketing, and sales all in one place. You can use this information to stay on top of your competitors. It also expands your business rapidly.

QuickBooks is accounting software that lets you manage your finances. It also helps you prepare and file state and federal taxes. Additionally, you can pay your bills from anywhere due to the cloud-based tools.

Integrating these two software lets you store the data in one place. It is your best option if you are looking for more ways to manage marketing and sales activities. Retrieve the data from QuickBooks and transfer it to the Pipedrive software and vice versa. 

Users will find the required information. It also allows you to move the data between both apps. As a result, you can keep your data organised in one place. The integration helps you to handle performance management more simpler and easier.

Benefits Of Pipedrive Integration With QuickBooks

Integration between QuickBooks and Pipedrive offers a lot of benefits. We have listed a few benefits for you.

Create Invoices For The Business

Sending invoices is a crucial step in closing any deal. Streamlining the process decreases the burden in your accounting section. You will be able to create and send invoices. It will lead you to shorter payment cycles and increase the cash flow. As a result, it saves a lot of effort and time. 

Customer Satisfaction

Solving customer queries and answering leads you to existing customer satisfaction. The QuickBooks and Pipedrive integration helps your customer representative to collect and review information from different departments. Moreover, real-time data integration helps you in creating a loyal customer base.

As a result, your sales team can offer better customer service whenever they need it. You will be able to access invoice payments and accounting records. 

Read More:- Stripe To QuickBooks Integrations: Everything You Need To Know

Cost & Profitability

Better workforce and collaboration mean more productivity and cost reduction. It will lead you to higher profits. When QuickBooks and Pipedrive work together, you will achieve more with your business. The integration also helps you avoid double data entry and duplication of work.

If you use CRM and ERP tools, then you should focus on creating a safe environment for your team. It helps you to work actively and effectively.

Create Records

The syncing works in both directions. You can sync data from QuickBooks to Pipedrive and vice versa. It automatically allows you to create customer records and vendors in the QuickBooks software. This is called 360-degree integration.

It allows your executives to be more empowered with the organisation. It gives you access to your business data. Moreover, it will lead you to data-backed results and data-driven processes. 

In other words, your accounting team can have better productivity and save time. 

Lowers The Training Cost

The unified systems and seamless data flow impact the training cost and lead to a reduction. When the Pipedrive CRM and QuickBooks software works together, you can train your team to use the other tools. It will also create a better understanding of your business goals. It also helps you to take important actions whenever required. 

The reduction in the training costs might be beneficial for you and your business. You can utilise the money in other aspects of the business.

Business intelligence, Predictions, And Forecast

real-time access to your financial transactions improves the chances of accurate financial planning. Integrating QuickBooks and Pipedrive will lead you to accurate accounting for your business. It is based on the Key Performance Indicators. The customer and financial data allow you to make accurate decisions. 

Setup And Installation Process

Here are the steps to the setup and installation process:
  • Firstly, click on the Install option from the top of the page.
  • After that, read the Terms and Conditions and accept them.
  • Then, allow QuickBooks and Pipedrive software to access the data.
  • Log in to your account and select your Company.
  • After that, configure the Account Preferences.
  • Export and Import the QuickBooks data into the Pipedrive application.
  • Finally, follow on-screen prompts and finish the process.

How To Enable QuickBooks Integration?

Here are the steps to enable QuickBooks Integration:
  • Firstly, launch the QuickBooks account.
  • Navigate to the Tools and Apps tab.
Pipedrive-Integration-With-QuickBooks
  • Then, select the Invoicing option.
  • Moreover, tap the QuickBooks option to proceed further.
  • After that, go to the Pipedrive marketplace.
Pipedrive-Integration-With-QuickBooks
  • Moreover, grant the application access to your account.
  • Then, go to the Tools and Apps section.
  • Finally, tap the Marketplace Apps to finalise the process.

How To Use QuickBooks-Pipedrive Integration?

Here are the steps to use the QuickBooks-Pipedrive integration:
  • Firstly, click on the Invoice tab.
  • After that, tap the + Invoice option.
Pipedrive Integration-With-QuickBooks
  • Then, fill out the Customer details, Invoice details, and items.
Pipedrive-Integration-With-QuickBooks
  • Moreover, navigate the Customer Details tab and link the invoice to the account.
  • After that, update your customer information.
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  • Then, fill in the information under the Tax ID, Email, and Address tab.
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  • Finally, tap the Create Invoice option.

How To View Your Invoices?

The Pipedrive invoice reflects the statuses in your QuickBooks application.
  • Firstly, refresh the QB Page to get new updates.
How-To-View-Your-Invoices?
  • After that, click on the More icon to unlink the contacts.
  • Then, select the View All Invoices option.
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  • Finally, see all the invoices and review all details.

Conclusion

The Pipedrive integration with QuickBooks allows you to create invoices and send them with the help of a QuickBooks account. You will not have to copy or paste data between these two tools. The integration also provides updated status for your Pipedrive invoices.  If you cannot set up or use this integration, you can call our experts for proper assistance. MWJ Consultancy offers expert assistance for QuickBooks, Sage, Quicken, TurboTax, TurboCash, and other accounting tools.
Frequently Asked Questions

Here are the steps to connect the QuickBooks account to Pipedrive software.

  • Firstly, go to the Tools And Apps window.
  • Select the Invoicing option and click QuickBooks.
  • Then, go to the Pipedrive marketplace.
  • Complete the installation process and grant permissions.
  • After that, access your account and click Tools and Apps.
  • Finally, tap Marketplace Apps to continue.

Yes, you can integrate QuickBooks and Pipedrive applications. Pipedrive CRM is a great and easy-to-use CRM tool. You can use the integration to transfer the data between QuickBooks and Pipedrive.

Pipedrive Integration With QuickBooks [Benefits, Setup & Sync]

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