Pipedrive may be defined as a web-based Sales CRM and pipeline management elucidation that authorizes businesses to prepare their sales activities and monitor transactions. It is developed to use an activity-based selling methodology. Pipedrive streamlines every accomplishment involved to convert a possible deal into a victorious sale. It is economically priced, easy to use, and is developed by sales experts, for sales experts. It comes with a robust free trial option, multiple munificently priced subscription tiers, and a streamlined and instinctive UI, Pipedrive combines both in one very striking, polished package
It is an ideal option for Sync Quickbooks and Pipedrive. There are some steps to be followed to connect Quickbooks to Pipedrive, these are:
1. By going to Tools and apps
2. Then reaching the Invoicing and
3. Now select Quickbooks. It will take you to the Pipedrive marketplace where you can accomplish the installation flow and grant the app admittance to your account.
4. In case you want to uninstall then uninstalling the app can be initiated under Tools and apps which will redirect you to the Marketplace apps.
5. After the valid Quickbooks login recommendations have been confirmed, you will be going back to your Pipedrive settings to configure your Quickbooks integration predilection.
6. To set up your Quickbooks integration, choose the Pipedrive fields and due date that will be auto-populated once an invoice is fashioned in Pipedrive. The fields to be used are:
- To— This field is for those who want to deal with the invoice. As invoices are typically paid by the Accounts Payable department of a corporation, we suggest using Pipedrive's Organization - Name field.
- Address— This field is for the corporeal address of the invoice's recipient. While invoices are characteristically paid by the Accounts Payable department of a corporation, we suggest using Pipedrive's Organization - Address field.
- E-mail—This field is that the email address of the receiver of the invoice as the E-mail field in Pipedrive may be a Person-type field, we suggest utilizing Pipedrive's Person - Email field.
- Customer Tax ID—All invoices do not require this information, but if you have got a custom field in Pipedrive to carry your customer's tax ID information, we suggest applying that field here.
- Due date— Here you would find the maturity of the payment. For example, if the maturity is going to be within seven days after the difficulty date, an invoice created on March 13th will have a maturity of March 20th.
After successfully operating all the functions of Pipedrive fields to inhabit your Quickbooks invoices, click the Save button to save your integration preferences for your company Pipedrive account.
The integration between the development data in Procore and QuickBooks is bidirectional. This recommends that your project's data are often synced between the two systems in these ways
(1) From Procore to QuickBooks, or
(2) From QuickBooks to Procore
To learn the detailed steps to create and sync data between the two systems, follow the steps below.
Things to be considered to Sync QuickBooks and Procore
Essential User Permission is required by clicking on Admin' level permission on the ERP Integrations tool.
Then reach at 'Admin' level permission to the company's Directory tool.
Workflow steps to follow for the new project are given below:
There are two ways to connect QuickBooks Job with a Procore Project:
1. You can attach a new project in Procore and export it to QuickBooks.
OR
2. You can generate a job in QuickBooks, attach it as a project in Procore, and then sync the QuickBooks data with the Procore project.
1. To determine where you want to generate your project either in Procore or QuickBooks.
2. If you have fashioned a new project in Procore:
o First, absolute the steps to add a new project.
o In case you have not configured the cost codes for your project, spot configure the Cost Code Preferences for QuickBooks. Then Add a Procore Project to QuickBooks.
Kindly note that projects that are not using the QuickBooks Standard Cost Code list cannot be Integrated
o Then, launch the project to an accounting approver.
o Now send a Procore Project to ERP Integrations for Accounting receipt.
o Finally, an accounting approver must recognize or Reject the Project for Export to QuickBooks.
o When accepted, the project is to export from Procore into QuickBooks as a job.
o In case you have created a new job in QuickBooks then follow these steps:
o First, generate a new job in QuickBooks. Check your QuickBooks Help system for instructions.
o Next, the user should follow the steps by adding a QuickBooks Job to Procore.
o The system will then import the QuickBooks job as a new Procore project.