Looking for advice on accounts software integration? Quickbooks, Xero, Sage, Other?
Currently using quickbooks but would be willing to change accounting software if integrations are not the best with this software.
Looking for an accounting software that Pipedrive can feed all contact (for 'won' deals that end in an invoice) & sales information (invoices) through too.
It would be useful if the accounting software could push back to Pipedrive details of payment received when it has been assigned to an invoice in the accounts.
Any help or advice or feedback would be appreciated.
Boris Tsibelman Posts: 999edited August 2021 #2
You can use Quickbooks with Pipedrive. https://support.pipedrive.com/en/article/pipedrive-integration-quickbooks
Some of the functionality that the direct integration is missing (ie: when payments are made) can be accomplished through Zapier or a third party tool like https://marketplace.pipedrive.com/app/quick-books-advanced-automation-sync-q/a062bf0ec34bc7730