How to Connect Pipedrive to QuickBooks
- Log in to Pipedrive: Access your Pipedrive account.
- Go to Settings: Click on the gear icon for settings.
- Select Integrations: Find the integrations section in the menu.
- Search for QuickBooks: Look for QuickBooks in the list of available integrations.
- Click on Connect: Select the option to connect to QuickBooks.
- Authorize Access: Log in to your QuickBooks account and grant permissions.
- Map Fields: Match Pipedrive fields with QuickBooks fields as needed.
- Save Settings: Confirm and save your integration settings.
- Test the Connection: Create a test entry to ensure data syncs correctly.
- Monitor Sync: Regularly check the integration for any issues.