Quickbooks Integration for multiple users
Hey guys i'm having an issue with my quickbooks integration. My organisation is only able to connect one user account to quickbooks, however we require multiple users to have access for invoicing through pipedrive. How can i have multiple accounts achieve integration?
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Hi Malcolm!
Currently, there is a limitation with Quickbooks integration and an active connection is possible with only one user. Unfortunately, no workarounds to have multiple connections ongoing. This is stated also in our Knowledge Base Quickbooks overview article:
Note: Only one user per Pipedrive company account can have an active Quickbooks integration at a time. The user who has the integration installed will be the only person who can see the invoices in Pipedrive.
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@Annika one option would be to use Make (www.make.com) as an intermediary.
Make includes connectors for Pipedrive and Quickbooks (as well as 1400 other SaaS solutions) and you can create multiple Quickbooks connections.
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This makes Quickbooks for teams pointless. And it would make sense to add this information at the stage when people are considering using this integration: https://www.pipedrive.com/en/blog/invoicing-pipedrive.
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I also need multiple members on my team to access the quickbooks application so that they can send invoices.. (quotes would also be nice..)
I get that QB would require you to pay a license for multiple users but why does PD care how many users are accessing an application?? This needs to be resolved
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Make is a third-party solution, so you're right it does come at an added cost (though there is a Free tier for getting started and for low-volume applications).
It's a complete workflow automation platform, so there is a learning-curve for any single use-case such as this. There's a free Make Academy for helping to learn the principles, and a vibrant Community of Make users ready to offer help and advice.
But if there isn't any quick solution available, this might be a good option. Most Make users start with a single use-case and then find many more processes that can benefit from automation.
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Make or Zapier are fine as external automation tools, but the point here is that we would like to use the Pipedrive-Quickbooks integration and have invoicing managed within Pipedrive.
@kreetek and @Pipedriveadmin Could we please have a solution for this in 2024? Pipedrive invoicing is currently useless for teams due to only one member having access to it.0 -
Hi @Annika , as Kreete mentioned above, the built-in Quickbooks integration allows integration by only one user per Pipedrive company account. This is due to the way that the integration itself is built, and so cannot be changed.
I’m happy to convert this conversation to a feedback thread so it can be upvoted, commented on by other members, and followed by our product team. While there will be no changes to this integration planned very shortly, it might become possible further ahead if there is demand.0 -
I understand it only allows one connection per QuickBooks user account but QuickBooks does allow multiple users to be added, so shouldn't you be able to make this work as long as a unique PD account is being connected with a unique QuickBooks account? This really puts a wrench in things so down the rabbit hole we go to find another solutions.
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