New: Updated invoicing integrations with Xero & Quickbooks 🧾 💰

Manuel Oliveira
Manuel Oliveira Admin Posts: 599 COMMUNITY MANAGER
100 Comments 5 Answers 5 Likes Community Manager
edited July 18 in What's New #1
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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

 

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Comments

  • Adham H
    Adham H Posts: 13
    edited August 2021 #2

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