QuickBooks integration with Pipeline CRM

ActiveCampaign integration designed to help businesses of all sizes engage with their customers more effectively. ActiveCampaign integration with Pipeline CRM offers automatic data sync, and automated email campaign functionality. Use ActiveCampaign to monitor and track campaign performance analytics.

Pipeline CRM integrates with QuickBooks Online

Give your sales team early access to sales forecasts, instantly share won deals, and generate proposals and invoices seamlessly with a CRM integration with QuickBooks®.

Resources:

How to Install from App Store

How to Use Integration

Two-way QuickBooks CRM integration

Work smarter with a real-time, two-way QuickBooks CRM integration. From Pipeline, you can now view, create and send proposals and invoices – and more!

Comparison Table

QuickBooks integration comparison table

Work in Real-Time

Work in real-time with
QuickBooks 2-way sync

Send proposals

Set proposal reminders and manage everything in one place.

Click to convert

Instantly advance your deal by converting proposals to invoices

Check paid status

Did they send payment? Stay informed with status updates.

Get the QuickBooks CRM integration

Go to Pipeline CRM App Store
Find QuickBooks > Install
Log in using your QuickBooks credentials
Go to Configure > QuickBooks Online API > Connect
Enter your QuickBooks log-in details
Test connection
Go to Settings > Import QuickBooks data and configure settings
Return to App Store, find QuickBooks and toggle integration ON

How does the QuickBooks CRM integration Work?

Bi-Directional Sync allows you to choose whether you want to sync from Pipeline to QuickBooks, from QuickBooks to Pipeline or Both Ways
Ability to view, create, and send proposals and invoices
Ability to convert proposals to invoices directly from Pipeline
Additional information including status, the option to void, delete or download proposals and invoices
Configurable permissions for admins and non admin users

FAQs

What Key Features Do Pipeline CRM and QuickBooks Integration Offer?

As a CRM that integrates with QuickBooks, Pipeline CRM offers the following key features:

Bi-directional sync of sales and accounting data
Easily create, send, and track the status of invoices and proposal
Convert proposals to invoices directly from Pipeline CRM
Configurable permissions for admins and non-admin users

How Do I Integrate QuickBooks with Pipeline CRM?

Here’s how you can integrate Quickbooks with Pipeline CRM:

Find QuickBooks on the Pipeline CRM App Store and install it
Log in using your QuickBooks credential
Go to Configure > QuickBooks Online API > Connect
Enter your QuickBooks login details and test the connection
Go to Settings > Import QuickBooks data
Return to the App Store, find QuickBooks, and toggle integration on

See the step-by-step video tutorial here.

Is There an Additional Cost for Pipeline CRM and QuickBooks Integration?

No, there isn’t an additional cost for Pipeline CRM and QuickBooks integration. It is included in all plans and available to all Pipeline CRM users. Visit the Pipeline CRM pricing page for a breakdown of our plans.

See how Pipeline CRM can boost your sales