QuickBooks Online integration

QuickBooks CRM integration with two-way sync

Pipeline CRM connects to QuickBooks Online with a real two-way sync. Customers, invoices and proposals stay aligned across both systems, and your team can create, send and convert invoices from the deal they are already working in.

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A won Pipeline CRM deal with its QuickBooks proposals and invoices attached, beside the sync direction for customers, proposals, invoices and payment status

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At a Glance

Pipeline CRM is a CRM that integrates with QuickBooks Online through a built-in, two-way sync. Customer records, invoices and proposals move in both directions, and you can create an invoice, send it, and convert a proposal into an invoice without leaving the deal. Sync direction is configurable in three modes, and admins control which users can create or convert financial documents. The integration supports QuickBooks Online only, not QuickBooks Desktop.

Why it matters

Sales and accounting keep separate versions of the truth

When the CRM and the accounting system do not talk, the gap gets filled by people re-typing things. That is where the errors and the delays come from.

Invoices get built twice

A deal closes in the CRM, then someone opens QuickBooks and retypes the customer, the line items and the amounts. Every re-entry is a chance to get a number wrong on a document a customer will read.

Reps cannot see whether they have been paid

Chasing payment means asking finance, or logging into a system reps do not have a seat in. So follow-up either stalls or lands on someone who already paid.

Customer details drift apart

The billing address changes in QuickBooks and the CRM never hears about it. Six months later nobody knows which record is current.

Setting it up

Connect QuickBooks Online in three steps

You need admin access to both Pipeline CRM and QuickBooks Online, and an active QuickBooks Online subscription. The whole connection is done in settings, with no data work up front.

Install from the App Store

In Pipeline CRM go to Settings, then Other, then App Store. Find QuickBooks and click Install.

Authorise the connection

Open QuickBooks Online API and click Connect. QuickBooks asks you to authorise Pipeline CRM and, if you manage several companies, to pick which one. Save, then use Test Connection to confirm it.

Map fields and choose a direction

Match your Pipeline CRM fields to the QuickBooks equivalents, then choose whether data flows both ways, Pipeline to QuickBooks, or QuickBooks to Pipeline. Set which users may create and convert financial documents.

What moves between the two systems

Fields and records the QuickBooks sync covers

Sync direction is set per account. In both-ways mode a change on either side updates the other.

Field mapping is configurable, so your own setup can differ from these defaults. Contact matching on import is done by email address.
Pipeline CRM	QuickBooks Online	Direction
Company name	Customer name	Both ways
Email	Primary email	Both ways
Phone	Phone number	Both ways
Address fields	Billing address	Both ways
Proposal on a deal	Estimate	Both ways
Invoice on a deal	Invoice	Both ways
Payment status	Invoice status	QuickBooks to Pipeline

How the built-in integrations compare

QuickBooks integrations across eight CRMs

Which CRMs connect to QuickBooks natively, which sync both ways, and which can raise an invoice without leaving the CRM.

Select any CRM to see what its integration actually does.

Pipeline CRM’s own row is verified against our help centre as of August 2026. The competitor rows are carried over from our previously published comparison and have not been re-checked since; vendors change their integrations, so confirm against each vendor’s current documentation before deciding on this basis.
CRM	Built-in	Two-way sync	Invoice from the CRM	Automated	QuickBooks editions
	Yes	Yes	Yes	Yes	Online
A QuickBooks integration with two-way sync. View invoice or proposal status Create and send proposals and invoices Void, delete or download proposals and invoices Sync real-time updates from Pipeline CRM to QuickBooks, from QuickBooks to Pipeline CRM, or both ways Convert proposals to invoices Configure what non-admin users can do with invoices and proposals Works with QuickBooks Online only
	Yes	Yes	No	Yes	Online and Desktop
A QuickBooks integration with two-way sync. View and create estimates, sales orders, invoices and templates Works with QuickBooks Online and Desktop
	Yes	Yes	No	No	Online
A QuickBooks integration with two-way sync. View estimates, invoices, overdues and customer value View payment due dates, terms and status View overdue amounts and estimates View vendor bills on the linked contact record
	Yes	Partial	No	No	Online
A QuickBooks integration with a partial two-way sync. Create and update contacts and products with two-way sync View invoices via one-way sync from QuickBooks Configure data syncs and rules for how contacts, products and invoices sync Review what records have synced and resolve sync errors Automate creating estimates, invoices and sales receipts
	Yes	Unknown	Yes	No	Online
A QuickBooks integration. The QuickBooks API allows only one active connection per account, so only one user can install it. Create and send invoices Create and link contacts and products to their QuickBooks equivalents Pull invoices from QuickBooks into Pipedrive View invoice history by contact and updated invoice statuses
	Yes	No	No	No	Online
A QuickBooks integration that does not sync between the two systems. Supports one QuickBooks account; connecting more requires third-party integration software. View information Copy and link data between the two systems Create new QuickBooks customers
	Yes	No	No	No	Online
A QuickBooks integration. View invoice, data and estimate status View all open, paid and overdue invoices for a lead, contact or entire account View invoice history in the activity feed Download invoices
	No	No	No	No	Via MuleSoft
No native built-in QuickBooks integration. The recommended route is MuleSoft, Salesforce’s integration and automation technology, which provides a QuickBooks connector for MuleSoft Composer.

See it working

Two-way sync between Pipeline CRM and QuickBooks

A walkthrough of creating an invoice from a deal, converting a proposal, and checking paid status without opening QuickBooks.

Who gets the most from it

Teams that quote and invoice from the same pipeline

The integration pays off wherever the person who wins the work is close to the person who bills it.

Contractors and trades

Estimates become invoices as jobs progress, and the office can see which jobs are paid without interrupting the crew.

Wholesalers and distributors

Repeat orders for the same accounts, where customer records and invoice history need to agree across both systems.

Small teams without an ops layer

Nobody is employed to reconcile two systems, so the sync has to be the reconciliation.

What you get

In the QuickBooks integration

Everything below is part of the built-in integration.

Two-way sync

Customers, invoices and proposals stay aligned in both systems.

Three sync directions

Both ways, Pipeline CRM to QuickBooks, or QuickBooks to Pipeline CRM.

Create and send invoices

Raise and send an invoice from the deal record.

Convert proposals to invoices

Turn an accepted estimate into an invoice in one step.

Void, delete and download

Manage existing documents without switching apps.

Payment status on the deal

See whether an invoice is open, paid or overdue in context.

Import existing customers

Bring QuickBooks customers across with their invoices and proposals attached.

Automatic company creation

If a QuickBooks customer’s company is missing in Pipeline CRM, it is created during import.

Configurable permissions

Decide which non-admin users can create estimates, create invoices and convert between them.

Document visibility control

Limit who sees documents created in QuickBooks to admins, the installation owner, or everyone.

The honest limitation

QuickBooks Online only, and the sync can overwrite

This integration works with QuickBooks Online. It does not connect to QuickBooks Desktop. And once the first import has linked your records, changes made in QuickBooks overwrite the matching fields in Pipeline CRM, including clearing fields QuickBooks does not hold such as phone, address and website. If your QuickBooks customer records are thinner than your CRM records, choose the Pipeline CRM to QuickBooks direction instead of both ways.

QuickBooks integration questions

The things people ask before connecting the two systems.

What CRM integrates with QuickBooks?

Pipeline CRM integrates with QuickBooks Online through a built-in two-way sync, covering customers, invoices and proposals. The integration is part of the product rather than a third-party connector, so there is no middleware to maintain between the two systems.

You install it from the App Store inside Pipeline CRM and authorise it with your QuickBooks Online login.

Is there an additional cost for the QuickBooks integration?

No. The QuickBooks integration is included with Pipeline CRM and is available to all users. You need an active QuickBooks Online subscription of your own, billed by Intuit.

See the Pipeline CRM pricing page for what each plan includes.

Does the integration work with QuickBooks Desktop?

No. The integration works exclusively with QuickBooks Online. There is no connection to QuickBooks Desktop or QuickBooks Enterprise desktop editions.

If you run QuickBooks Desktop, the practical route is to move to QuickBooks Online first, since the connection is made through the QuickBooks Online API.

Does QuickBooks have a CRM?

QuickBooks is accounting software. It stores customers and their financial history, so it can look like a lightweight contact list, but it does not manage a sales pipeline: there are no deal stages, no forecasting and no activity tracking against an opportunity.

That is the usual reason teams connect a CRM to it rather than trying to sell out of QuickBooks.

Can I sync my CRM with QuickBooks in both directions?

Yes. You choose one of three modes: both ways, Pipeline CRM to QuickBooks, or QuickBooks to Pipeline CRM.

Be deliberate about both ways. After the initial import links your records by email address, a change in QuickBooks overwrites the matching Pipeline CRM fields, and fields QuickBooks does not store such as phone, address and website are cleared. If your CRM records are richer than your accounting records, sync from Pipeline CRM to QuickBooks instead.

How do I connect my CRM to QuickBooks?

In Pipeline CRM, go to Settings, then Other, then App Store, and install QuickBooks. Open QuickBooks Online API, click Connect, authorise Pipeline CRM in QuickBooks and select your company if you have more than one. Save, then run Test Connection.

After that you map your fields, choose a sync direction, and set which users can create and convert invoices. The setup guide covers each screen.

What happens to QuickBooks customers without an email address?

They are skipped. Pipeline CRM matches and links records using the email address from QuickBooks, so a customer with no email cannot be imported.

Add email addresses in QuickBooks before running the import if you want those customers to come across.

Can I control who creates invoices?

Yes. Admins always have full access. For everyone else you decide individually whether they can create estimates, create invoices, and convert estimates into invoices.

You can also limit who sees documents created directly in QuickBooks to admins only, the person who installed the integration, or everyone.