How Do I Connect Pipedrive To Quickbooks

How to Connect Pipedrive to QuickBooks

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