Shared guide

How to connect accounting software (Xero, QuickBooks)

Step-by-step guide covering: Click on "Click here."; Type "quick" in Search Pipedrive; Click QuickBooks; Click Authorize.

victoriaworkflowsvictoriaworkflows
·13 steps·5 views·Published
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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