New: Updated invoicing integrations with Xero & Quickbooks 🧾 💰

Manuel Oliveira
Manuel Oliveira Admin Posts: 1,052 COMMUNITY MANAGER
First Anniversary 5 Likes First Comment First Answer
edited July 2022 in What's New #1
image

What?

You can now manage your invoice lifecycle even better than before, without having to leave the Pipedrive interface:

 

  • Import your products from Xero/Quickbooks into Pipedrive using import data
  • Create and link contacts to Xero/Quickbooks directly from the Pipedrive Invoice form
  • Get an overview of your previously sent invoices from the side-panel inside the deal
  • Pull past invoices and their details from Xero/Quickbooks into Pipedrive
  • Send new invoices from inside Pipedrive  

 

For whom?

All users with an active Xero or Quickbooks account. Find the QuickBooks and Xero integrations in our Marketplace, along with hundreds more.

 

When?
Available now

 

🔔  Be sure to follow What’s New? to get notified about all new product releases 🔔
 

pipedrive-quickbooks-xero.png

Comments

  • Adham H
    Adham H Member Posts: 13
    First Comment 5 Up Votes
    edited August 2021 #2

    If we get the Invoice Number as a custom field that would be amazing!!Â