Integration Guide · Finance

Connect Pipedrive + QuickBooks

Everything you need to know about integrating Pipedrive with QuickBooks in 2026 — including setup steps, sync methods, and automation tips.

Tool A Pipedrive
NATIVE
Tool B QuickBooks

Integration Method

Native Integration Available

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

Method: Native

Details: Sync invoices and payments.

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.

How to Set Up the Integration

  1. 1

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

  2. 2

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

  3. 3

    Authorize the connection by logging into your QuickBooks account via OAuth and granting the requested permissions.

  4. 4

    Configure your sync preferences — select which fields and records to synchronize, then save.

Ready to Get Started?

Try QuickBooks and see how it connects with Pipedrive to streamline your workflow.

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