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Quickbooks
Quickbooks

With the Pipedrive–QuickBooks integration, you can now create invoices from deal detail view without having to send emails to accountants.

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Quickbooks or Xero integration - or either - any good?

I am looking to purchase one of the invoicing apps (quickbooks or xero) and wondered what everyone's thoughts were on which one to go for, for things like;

cost, ease of use, costs going forward - with growth of business in mind, do any allow more than one user interface, receipts, deposits, payments etc....

I look forward to hearing any responses :)

Planned: Invoicing to gain new abilities 🧾 🚀

Why?

To give you access to insights about an organisation's purchase history and payment status, and to make it easier to track and chase outstanding invoices.

For whom?

Invoicing: all plans.

Products: Advanced, Professional and Enterprise.

How will it work?

  • Create invoices using Pipedrive Products directly
  • See all invoices from Xero/QuickBooks in Pipedrive
  • Check consolidated financial information on customer level

Learn all about the Invoicing feature in Pipedrive in your preferred language.

🔮 Get notified about what’s coming down the line:

Jason Prosnitz
Executive Coach, Consulting COO and Product Manager at Large

TLC and Missing Parts

Thankfully, Patricia in support has been AMAZING, diligent and communicative.

These three features are top of mind:

Automate information fill in invoice fields

Hello,

 

I suggest Engineers to development an automation possibility to fill fields in invoice directly from the products deal details when a Deal is won.

Regards