About QuickBooks
QuickBooks is an accounting software developed by Intuit, offering tools for managing personal, business, and tax finances. This integration is exclusive to QuickBooks Online.What does this integration support?
- Bi-directional synchronization of People in Pipeline CRM and Customers in QuickBooks.
- Viewing invoices and proposals (called estimates in QuickBooks).
- Creating invoices and proposals, and converting a proposal to an invoice.
- Sending proposals or invoices directly from the Pipeline CRM without logging into QuickBooks.
- Additional details, such as status, voiding/deleting, viewing, and downloading invoices and proposals, are available within the Pipeline CRM.
- Configurable permissions for both admins and non-admins.
Integration setup
- Account Admins can go to Account Settings > App Store and find the QuickBooks App.
- The Admin can click "Install" and then navigate to the QuickBooks Online API section of the app configuration.
- Click on "Connect" to link your QuickBooks account. You will be taken to the QuickBooks workflow to connect the app.
Note: If you have multiple companies, select the QuickBooks company you'd 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 process will end, and you will be taken back to the Pipeline QuickBooks configuration page.
- Please click save and refresh. You can also verify if the connection is successful by clicking on "Test connection," as shown below.
Configuring the Integration
As the next step in the setup, navigate to "Settings" in QuickBooks configuration.
Sync Direction
- The direction indicates the flow of changes or data propagation.
- In the case of “both,” any data changes will be the same across both QB and Pipeline CRM.
Visibility
We import past invoices and proposals and connect them to relevant companies and people (inside Pipeline CRM) from QuickBooks. This visibility to past invoices is configurable in the integration settings.
The other configuration permits basic users to perform all operations on Estimates/Proposals, Invoices, or conversations from estimates to invoices.
You can set permissions for creating and taking actions, such as changing status, sending emails, editing, or deleting, for either admins or basic users through the integration configuration. You can also determine if basic users are allowed to convert a proposal into an invoice. By default, admins can perform any action on proposals or invoices.
QuickBooks Field Mapping
You can configure the mapping of QB fields to the corresponding Pipeline fields. Depending on the synchronization direction, the fields will be updated.
Once you've finished configuring the integration, the final step is to enable it!
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 into Pipeline. This action can be performed at any time.
- Once the customer records are linked, the synchronization depends on the direction of the sync and the mapping.
- Regardless of the sync direction, any new person created in Pipeline will not create a new customer in QuickBooks. Similarly, any new customer created in QuickBooks will not automatically be created in Pipeline. However, using the import feature, you can transfer all customers from QuickBooks to Pipeline.
- Pipeline CRM contains data that may or may not lead to a conversion. QuickBooks will only hold data for converted leads.
Next: Using the QuickBooks Bidirectional Sync Integration