I’m in a situation where I need to use quotes/estimates and naturally invoices when a deal reaches the proper phase in the sales lifecycle. I use QuickBooks Online (QBO) for my accounting.
I’d love to hear what others are doing for integration between Pipedrive and QBO. Are you using IFTT, SyncQ, or something else?
I’ve been experimenting with SyncQ but so far it has been overly complex, litters the Pipedrive UI with a bunch of SyncQ data I’d prefer not to see all the time and just isn’t providing the level of automation synchronization (without having to click sync to kickoff a sync) I was expecting. Granted Im still working with it and maybe it’s me but I’d love to hear what the Pipedrive community is using/doing.
Anyone else figured out a clean way to get customers/organizations into and out of QBO, while using estimates and invoices?