Quickbooks Integration Issue

Malcolm Henry
Malcolm Henry Member Posts: 1
edited July 2022 in Apps and Integrations #1

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? 

Comments

  • Kreete K
    Kreete K Pipedrive Team Posts: 356 PIPEDRIVE TEAM
    5 Likes First Anniversary First Answer Name Dropper
    edited July 2022 #2

    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.
     

  • Annika
    Annika Member Posts: 2
    Photogenic First Comment

    Has this issue been resolved now that we're in 2023?

  • David Gurr (Make.com)
    David Gurr (Make.com) Member Posts: 65 INTEGRATION PARTNER
    5 Likes First Answer First Comment Photogenic

    @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.

  • Adina Faiman
    Adina Faiman Member Posts: 19
    First Anniversary Name Dropper First Comment Photogenic

    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.

  • mwlsn11
    mwlsn11 Member Posts: 2
    Name Dropper First Comment

    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

  • mwlsn11
    mwlsn11 Member Posts: 2
    Name Dropper First Comment

    How would this work? I have checked out Make and it seems quite confusing.. Plus it seems to be an added cost

  • David Gurr (Make.com)
    David Gurr (Make.com) Member Posts: 65 INTEGRATION PARTNER
    5 Likes First Answer First Comment Photogenic

    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.