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QBO v2

QuickBooks Integration with Pipeline CRM

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Integration by Pipeline CRM

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.
Go to App Store

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!
Mark as paid

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

  • Go to Pipeline CRM App Store
  • Find QuickBooks Online > 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
Install
QBO icon sync blue

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
Sync Now
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