Finance Integration

How to Integrate Pipedrive and QuickBooks

The complete 2026 guide to connecting Pipedrive with QuickBooks — native methods, middleware options, and step-by-step walkthroughs.

Source Pipedrive
P
Native
Q
Destination QuickBooks

Native Integration Available

Great news! Pipedrive has a built-in, native integration for QuickBooks. This is the recommended connection method — offering the most reliable data sync with the lowest maintenance overhead.

Method: Native

Details: Sync invoices and payments.

Step-by-Step Setup

1

Open Pipedrive and navigate to Settings, then Integrations or the App Marketplace.

2

Search for QuickBooks in the integrations directory and click Install or Connect.

3

Authorize the connection by logging into your QuickBooks account via OAuth.

4

Configure your sync preferences and select which data fields to synchronize.

Why Connect Pipedrive & QuickBooks?

Eliminate Data Silos

Keep Pipedrive and QuickBooks in sync so your team always works with accurate, up-to-date information.

Automate Workflows

Reduce manual data entry and let automated triggers handle the handoff between your finance stack.

Better Reporting

Unified data across Pipedrive and QuickBooks means clearer insights and faster decision-making.

Ready to Connect?

Get the setup guide and start your free trial of QuickBooks today.

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