About Quickbooks
QuickBooks is an accounting software package created by Intuit, that offers solutions for managing personal, business, and tax finances. This integration only supports Quickbooks Online (QBO).
What does this integration support?
Bi-directional synchronization of People in Pipeline CRM & Customers in Quickbooks
Viewing of invoices, and proposals (called estimates in Quickbooks)
Creation of invoices and proposals, & conversion of a proposal to invoice
Send proposals or invoices directly from the Pipeline CRM without logging into Quickbooks
Additional information like status, voiding/deleting, view, and download of invoices & proposals available in the Pipeline CRM
Configurable Permissions for admins and non-admins
Integration setup
Account Admins can navigate to Account Settings > App Store, and Find QuickBooks App.
The Admin can click "Install". Navigate to the Quickbooks Online API section of the app configuration.
Click on "Connect" to link your QuickBooks account. You will be navigated to the Quickbooks workflow to connect the app.
If you have multiple companies, you can select the Quickbooks company that you would like to link with this account.On the next page, please allow Pipeline App to access the Quickbooks data, by clicking on "Connect"
Once you click "Connect" the flow will end and you will be back on the Pipeline Quickbooks configuration page.
Please hit save and refresh. You can also check if the connection is established by clicking on "Test connection", as shown below.
Configuring the Integration
As a next step in the setup, you need to navigate to "Settings" in the Quickbooks configuration.
Sync Direction
The direction determines the direction of changes or the direction of data propagation.
In the case of “both” any changes in the data will be the same across both QB and Pipeline CRM
Visibility
We import past invoices and proposals and link them to relevant companies & people (inside Pipeline CRM) from Quickbooks. This visibility to past invoices is configurable under integration settings
The other configuration allows basic users to perform all operations on Estimates/Proposals, Invoices, or conversations of estimates to invoices.
You can configure the capability to create and take actions, like changing status, sending emails, edit & delete to admins or basic users using the integration configuration. You can also configure if the basic users are allowed to convert a proposal to an invoice. By default, admins can take any action on the proposal or invoices.
Quickbooks Field Mapping
You may configure the mapping of QB fields to the respective Pipeline fields. Depending on the direction of sync, the fields will be updated
Once you're done with configuring the integration the last step is to enable the integration!
Things to note!
From Pipeline CRM you can link by creating an invoice or proposal for a deal. The “customer” on Quickbooks can be created.
From Quickbooks, you can import all your “customer” records in Pipeline. This action can be performed at any time
Once the customer records are linked, the synchronization depends on the direction of the sync & the mapping
Irrespective of the direction of the sync - any new person created in the Pipeline will not create a new customer in Quickbooks. Similarly, any new customer created in Quickbooks will not be automatically created in Pipeline. Though using Import you can get all customers from QB to pipeline.
Pipeline CRM consists of data that may or may not lead to conversion. Quickbooks will only have the data for converted leads.