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

These three features are top of mind:

• Zoom integration extension to propose times: https://community.pipedrive.com/post/zoom-integration-into-the-propose-times-feature-5f5fd5fa5da44d500cbe1f7b
• Auto-population of invoice based on contact info (like why doesn’t address just appear????) as well as products in the deal - all the info is there already - https://community.pipedrive.com/post/automate-information-fill-in-invoice-fields-5f8f58fef6934c591beba6d3
• QBO - Pipedrive integration overall needs some TLC. The biggest feature in my mind outside of the above is the ability to perform a ”Find Invoice” for existing invoices to associate with deals which also means you’d need a way to disassociate as well (basic CRUD).... (More)

Hola amigos,

que programa de facturas ustedes utilizan? Hacen integrado con Pipedrive?

Hoy estamos haciendo todo manual y con un sistema viejo de contabilidad, pero nos gustaria cambiar para uno que fuera en la nuven y todo integrado para:

• generar facturas a los clientes
• tener un sistema de contabilidad
• cumplir con la legislación en España (y EU) y tener toda gestión de IVA
• Integrar con Pipedrive - ya facilitar la creación de facturas con los productos etc
• Si posible (deseable), también generar Presupuestos y albaranes, gestión de provedores y stock

Estaba pensando en utilizar:

• HOLDED
• QUICKBOOK / INTUIT

Ustedes ya... (More)