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How to connect accounting software (Xero, QuickBooks)

This how-to guide provides a step-by-step process for connecting your accounting software, either Xero or QuickBooks, to Pipedrive.

victoriaworkflowsvictoriaworkflows
·13 steps·46 views·Published

This how-to guide provides a step-by-step process for connecting your accounting software, either Xero or QuickBooks, to Pipedrive. Follow along as we navigate through the app catalog, authorize the integration, and finalize the setup to streamline your financial tracking.

Step-by-step Guide13 steps

  1. Click on "Click here."

    Click on "Click here."
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  2. Type "quick" in Search Pipedrive

  3. Click QuickBooks

    Click QuickBooks
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  4. Click Authorize

    Click Authorize
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  5. Click Allow and Install

    Click Allow and Install
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  6. Click Install

    Click Install
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  7. Click @gmail.com ,

    Click @gmail.com ,
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  8. Click Continue

    Click Continue
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  9. Click on "Click here."

    Click on "Click here."
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  10. Type "Concept2" in What's your company name?

  11. Click Create company

    Click Create company
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  12. Click Connect

    Click Connect
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  13. Click Save

    Click Save
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