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

India Address
QBIS Solution, Ahmedabad,
Gujarat India 382350
USA Address
15500 Voss Road, Suite #636 Sugar Land, TX 77498

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