Quick summary
Connecting Pipedrive to QuickBooks lets sales and finance teams sync invoicing data directly from their CRM pipeline. This step-by-step integration takes just minutes using the built-in Pipedrive Marketplace and requires no third-party tools.
Steps
- Go to the three dotted icon for More in the left sidebar menu.
- Pick any option to view the Tools and apps menu.
- Under Tools and apps, select Invoicing from the bottom.
- Locate the QuickBooks app listing and click on the View button.
- Click on the Install now button to add it to your Pipedrive account.
- Verify the permissions and click on Accept and install.
- A new credential authentication page will open — enter your details to confirm.
- Once confirmed, QuickBooks will be integrated and visible under Tools and apps within Marketplace apps.
