Quickbooks and Pipdrive

Sandra Anderson
Sandra Anderson Member Posts: 8 VERIFIED MEMBER
edited July 2022 in Apps and Integrations #1

Hi, we have just connected our Quickbooks with our Pipedrive and all is working great except that the "balance" field is always returning "0".  Anyone have any experience of this that would be able to assist correct this?

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  • Boris Tsibelman
    Boris Tsibelman Member Posts: 832 VERIFIED MEMBER
    5 Likes Third Anniversary Photogenic First Comment
    edited February 2022 #2

    Does the deal have a value populated?

    If yes - that should not be happening

     

  • Sandra Anderson
    Sandra Anderson Member Posts: 8 VERIFIED MEMBER
    edited November 2021 #3
    Boris Tsibelman said:

    Does the deal have a value populated?

    If yes - that should not be happening

     

    Yes, each deal has a value eg an annual membership fee of £3,000 - but this may be payable monthly, quarterly or annually.  It's not pulling the balance from Quickbooks.  The field in Pipedrive is set at "text" and I think it should be set as "monetary" but it will not allow me change the field context

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