how sync pipedrive product to quickbook product

hi,

i have about some product in pipedrive account and also some product in quickbook account.

i want to know after integration how synch product to decide that starting integration or not.

how integrate product?

Answers

  • Sophie
    Sophie Pipedrive Team Posts: 129 PIPEDRIVE TEAM
    First Answer First Comment 5 Likes First Anniversary

    Hi @alimozayyani,

    If you have all of your products in QuickBooks, you can export them from QuickBooks and import them into Pipedrive! If you already have products in Pipedrive, you will be able to link products from inside of Pipedrive to Products in your Quickbooks account! When you are in Pipedrive and have added the product to your invoice, you will see a yield icon next to your item until it is successfully linked.

    If you are using our products feature for your invoice items, we recommend making sure your products list is up to date. If you are not using our products feature, you can search and link to your products in Quickbooks directly in the create invoice window.

    You can see more information in our Quickbooks integration Knowledge base article here!

    I hope this helps!

  • Jack_BMM
    Jack_BMM Member Posts: 7
    Name Dropper First Comment

    Hey @Sophie -

    This feature doesn't work for me. When I try to link my PD items to my Quickbooks items, it either 1) tells me I can't do this because something with this name already exists (same name as in QB) or 2) creates a whole new item in QB and doesn't allow me to modify the mapping to an existing item. Any idea what's going on here? This is going to be a huge pain if I have to re-map all my historical QB invoices to new items that flow from PD.

  • Jack_BMM
    Jack_BMM Member Posts: 7
    Name Dropper First Comment

    Update: If I turn off products in PD, when I create a new invoice I'm able to see my QB items in the dropdowns. However, they cannot be selected…