Pipedrive

Pipedrive + QuickBooks Integration

Sync deals, invoices, and customer data from Pipedrive to QuickBooks — no manual entry

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Integration

Powerful Features of QBIS Integration

Automate CRM to Accounting with Real-Time Sync

Turn your closed Pipedrive deals into QuickBooks invoices instantly

QBIS connects your Pipedrive CRM to QuickBooks Online or Desktop, automating data flow across both platforms:

  • Auto-Sync Deals to Invoices → Closed deals become QuickBooks invoices
  • Pipedrive to Customer Sync → Contacts & orgs convert to QuickBooks customers
  • Payment Updates → Payments in QuickBooks update deal status in Pipedrive
  • Accurate Product & Tax Mapping → Match products, discounts, and tax codes
  • One-Way or Two-Way Sync → Choose how data flows

Why Use QBIS for Pipedrive + QuickBooks Integration?

Built for Sales-Driven Teams and Finance Pros

QBIS eliminates duplicate work and simplifies operations across your CRM and accounting:

  • Supports both QuickBooks Online & Desktop
  • 100% Intuit-trusted secure sync
  • Easy setup — no developer needed
  • Real-time or scheduled sync options
  • Free setup support and training
  • Reliable for small businesses & growing teams

How QBIS Integration Works

Sync Deals, Contacts & Payments in Just a Few Steps

Connect once — and let QBIS handle your syncing forever:

  • Connect your Pipedrive and QuickBooks account to QBIS
  • Choose what to sync (deals, contacts, payments)
  • Map fields like products, taxes, and line items
  • Sync runs 24/7 — real-time or scheduled

What Can Be Synced:

  • Pipedrive Contacts → QuickBooks Customers
  • Pipedrive Deals → QuickBooks Invoices or Sales Receipts
  • Deal Line Items → QuickBooks Products/Services
  • Payments from QuickBooks → Deal Status Updates
  • Custom Fields → Optional advanced mapping

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FAQs

Yes, QBIS supports both.

Yes, you can map most standard and custom fields.

You can set it to real-time, hourly, or daily sync.

Yes, QBIS uses secure, encrypted API connections.

Yes, we offer free onboarding and support.

Contact Information

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