QBO v2

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.

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!
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Comparison Table

QuickBooks integration comparison table

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Work in Real-Time

Work in real-time with
QuickBooks 2-way sync

QBO icon sending proposals

Send proposals

Set proposal reminders and manage everything in one place.
QBO icon click to convert

Click to convert

Instantly advance your deal by converting proposals to invoices
QBO icon check paid status

Check paid status

Did they send payment? Stay informed with status updates.

Get the QuickBooks CRM integration

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

How does the QuickBooks CRM integration Work?

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

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

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.

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.