Pipedrive QuickBooks Integration: How to Connect Them - SaasAnt Articles - PDF document

Streamline Your Business with Pipedrive - QuickBooks Integration Do you want the manual back - and - forth between Pipedrive and QuickBooks? The Pipedrive - QuickBooks integration app is here to simplify your workflow. Create invoices effortlessly from the deal detail view and seamlessly sync them with your QuickBooks account. No more copying and pasting da ta; just a smooth, hassle - free process. For a comprehensive guide on seamlessly integrating Pipedrive with QuickBooks, check out our article, ‘Pipedrive QuickBooks Integration: How to Connect Them.’ Getting Started with QuickBooks Integration One User, One Integration Before you dive in, remember that only one user per Pipedrive company account can activate the QuickBooks integration. The user with the integration installed will be the sole person with access to the invoices in Pipedrive. Connecting QuickBooks to Pipedr ive • Navigate to Tools and Apps> Invoicing and select ‘Quickbooks’ to start the integration process. • Follow the installation flow in the Pipedrive marketplace and grant the app access to your account. • Confirm your QuickBooks login credentials. • Configure you r QuickBooks integration preferences in Pipedrive settings. Setting Up QuickBooks Integration When configuring your integration, tailor the fields that automatically fill in when you create an invoice in Pipedrive. Here's what you should adjust: To: Select who the invoice is addressed to, typically using Pipedrive's Organization - Name field. A ddress: Input the recipient's physical address, often using Pipedrive's Organization - Address field. Email: Include the recipient's email address using Pipedrive's Person - Email field. Customer Tax ID: If needed, utilize a custom field in Pipedrive to store customer tax ID information. Due Date: Set the due date for payment based on your business needs. Once you're satisfied with your choices, save your integration preferences for your Pipedrive account. Using the QuickBooks Integration Now that your integration is set up, creating your first invoice is a breeze: • Navigate to the detailed view of any deal. • Click on the Invoice tab > ‘+ Invoice.’ • Fill in the invoice details, which will be sent to your QuickBooks account upon saving. • Customer Details: Aut o - filled based on your QuickBooks integration preferences. • Invoice Details: Customize elements, including tax functions, currency, and templates. • Invoice Items: Add items that make up the charges on your invoice. Note: Remember to link each item to an ex isting product in your QuickBooks account. Linking to QuickBooks Contacts Under ‘Customer Details,’ link the invoice to an existing customer in QuickBooks or create a new one. Address, Email, and Tax ID updates will sync with QuickBooks if enabled. Viewing and Managing Invoices Your newly created invoices will be accessible under the Changelog in the detail view. They'll reflect various statuses, such as Open, Paid, and Awaiting Payment. You can also void, delete, send by email, or download PDF versi ons directly from Pipedrive. Tracking Invoice History Keep tabs on your invoice history in the detail view's sidebar. Refresh to get updates from QuickBooks or access settings and unlink contacts. Exploring All Invoices Click ‘ View all invoices’ to delve deeper into linked invoices, filtered by a customizable time frame. You can manage and link/unlink invoices to the deal you're currently viewing. Wrap Up The Pipedrive - QuickBooks integration eliminates the data transfer hassle a nd offers a seamless experience. Consider integrating SaasAnt Transactions for importing your invoices into QuickBooks, which helps you generate customer payment links. Explore PayTraQer for precise online payment tracking from e - commerce platforms and payment gateways. Together, they enhance automation, accuracy, and control over your financial processes, ensuring your business runs smoothly.