Does Pipedrive integrate with QuickBooks? All You Need to Know

If you are a QuickBooks user, you must know the benefits of integrating third-party apps and software to boost workflow and productivity. Similarly, when your Pipedrive integrates with QuickBooks, you can access the accounting files and work on them on the go. There could be many considerations when designing the connection between Pipedrive and QuickBooks. For instance, security, performance criteria, and physical access for the applications. Pipedrive and QuickBooks integrations help streamline sales and bookkeeping fundamentals. 

In this post, we will be delving into how does Pipedrive integrates with QuickBooks and a lot more. 

Benefits of Pipedrive integration with QuickBooks

• You can generate invoices directly from Pipedrive’s deal view and have them show up in QuickBooks, without requiring manual export/import.
• When your clients or products are in Pipedrive, they can be synced with QuickBooks (and vice versa), keeping your sales and accounting data aligned. 
• You get up-to-date invoice status (paid, overdue, pending) in your CRM, which helps sales teams track payments without switching tools. 
• As one article puts it, this integration eliminates manual data entry, reduces errors, and speeds up invoicing.
• For small and medium businesses, that saves tons of time and brings clarity: once a deal closes, everything happens end-to-end, for instance, customer data, invoice, accounting, without juggling spreadsheets or copy-pasting.

How to Use Piedrive with QuickBooks? A Guide

Step. 1: head on to the Pipedrive marketplace. 

Step. 2: Search for QuickBooks from the search bar

Step. 3: Now, you need to install the integration and log in to both accounts

Step. 4: You can choose what data you want to sync. 

Step. 5: map each field correctly with credentials, sync the data, and generate the invoice as needed. 

How to Integrate Pipedrive for QuickBooks Online: A Step-by-Step Guide

Step. 1: Log in to Pipedrive. Go to Tools & Apps > Invoicing. Select QuickBooks. 

Step. 2: Now, you’ll be redirected to the Pipedrive Marketplace. Click Install. Authorize the connection using your QuickBooks credentials, then proceed. 

Step. 3: Choose which QuickBooks company account you want to link. Then configure preferences, like which Pipedrive fields map to customer name, address, contact details, tax ID, etc. 

Step. 4: Save settings. Once connected, you’ll see a new Invoice option on the Pipedrive deal detail view. Use it to create/send invoices directly to QuickBooks.

Step. 5: Once invoices are in QuickBooks, payment status (paid / overdue/pending) syncs back to Pipedrive, giving you a unified sales → accounting workflow.

*Note– The native integration works only with QuickBooks Online (QBO). If you’re using QuickBooks Desktop (QBDT), you’ll need a third-party sync tool.

Who Should Use This Integration?

Conclusion

Efficiency and automation matter more than bells and whistles. Integrating Pipedrive with QuickBooks is precisely that: it transforms a tedious, error-prone, manual data-entry pipeline into an automated, reliable workflow. If your business handles clients, invoices, and accounting, this integration isn’t just nice to have; it’s almost essential for scaling without chaos. If you need QuickBooks Hosting, you can visit our service page to explore plans, features, and exclusive offers tailored for your business.