Finance · Some setup

Turn a won deal into an invoice

Re-typing client details and amounts from the CRM into accounting software is slow and causes mistakes. Creating the invoice from the deal keeps names, amounts and products the same in both places.

Software used

Pipedrive
No free plan
QuickBooks Online
Has a free plan

What happens

When

A deal is marked won in Pipedrive.

Then

An invoice is created in QuickBooks from the deal's organisation, products and value.
The invoice can be sent from QuickBooks, and its status is visible from the deal.

How the tools connect

With a built-in integration. Pipedrive lists QuickBooks as an integration on its website.

Set it up

Connect QuickBooks to Pipedrive from Pipedrive's marketplace or integrations page.
Match Pipedrive products to QuickBooks items so line items and tax come through correctly.
Create an invoice from a test deal, then delete it in QuickBooks.

Menus change, so these steps say what to do rather than where to click. Each company's help pages have the current screens.

Watch out for

Agree who checks invoices before they go out. Automatic isn't the same as correct.
Tax settings live in QuickBooks; set them up there first.

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