Can I link QBO with PD in order to see the items a customer has ordered in the past?

poetrymaster
poetrymaster Member Posts: 5 VERIFIED MEMBER
First Comment Photogenic

Want to be able to see the items in the Activity chain, instead of having to log into QBO every time...thanks!!!

Best Answer

  • Kreete K
    Kreete K Pipedrive Team Posts: 355 PIPEDRIVE TEAM
    First Anniversary 5 Likes First Answer Name Dropper
    #2 Answer ✓

    Hi @poetrymaster

    When you link Quickbooks, it will not bring in old invoices to Pipedrive, you will still see only the new ones created now inside Pipedrive from the integration.