How Do I Connect Pipedrive To QuickBooks

Updated on:

April 6, 2026

By:

Use this interactive demo to learn how to connect your Pipedrive account with QuickBooks.

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Here is how connect QuickBooks to your Pipedrive account:

Go to the three dotted icon for More in the left sidebar menu.
Pick any option to view the Tools and apps menu.
Under Tools and apps, select Invoicing from the bottom.
Locate the QuickBooks app listing and click on the View button.
Click on the Install now button to add it to your Pipedrive account.
Verify the permissions and click on Accept and install.
A new credential authentication page will open. Enter your details and sign in to confirm.
Once confirmed, QuickBooks will be integrated with your account and visible under Tools and apps within Marketplace apps.

QuickBooks is a powerful accounting software with more features than can be included in the scope of this demo, consider exploring more to make the best use of the tool.

📌 Why this matters

Connecting these platforms eliminates the tedious double-entry of customer and transaction data between your sales pipeline and accounting system. You'll automatically sync deal information, contact details, and payment records without manual copying or risk of errors.

Beyond simple data transfer, this integration creates a seamless financial trail from initial lead to final invoice payment. Your accounting becomes more accurate since it reflects real sales activity, while your sales team gains visibility into payment status and customer financial history, enabling smarter deal prioritization and credit decisions.

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