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Xero Intergration feature ideas

The Xero invoicing integration is great, can now link customers and products from Xero which is awesome too.

However it defaults to the first code in the list of codes from the Chart of Accounts. We use our "Sales" code for all products, so being able to set a default sales code would be brilliant. Alternately being able to connect a product field to the sales account on the invoice would do the same thing, and allow users to set the sales code by product like you do in Xero. At the moment a lot of scrolling takes place to... (More)

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.

How To Print A Simple Check Register?

To get the desired results, follow the steps given for the printout of a Quickbooks Check Register.

  • Go to the QuickBooks Online Accounting tab first.
  • Go to the Account Chart then.
  • Next to the registry you want to print is a View Register.
  • If you feel necessary, you can filter or sort the list.
  • Then select the icon on top right of the printer.
  • Follow the instructions on the screen now and start the process.

Products not loading in new invoices being created in Pipedrive

Hi all,

This might help some others.

If you have the Products module ENABLED but do not use it, and instead use the Xero inventory, you will find today that it no longer fetches autocomplete data when typing your products into the invoice creation form.

If you want to use the Xero inventory to populate your invoices via Pipedrive, you must ensure the Pipedrive Products module is DISABLED - the two pieces of functionality do not co-exist.

@Manuel Oliveira it would be great if there was a toggle that could be used so that the invoicing part doesn't break -... (More)