Does this work if you use 'Projects' in Quickbooks? Looking at the fields in your example, I see how to choose a customer but I don't see how to choose (or create) a project for that customer. I know not everyone uses projects in Quickbooks, so perhaps you don't have your integration configured in that way.
Hi Luke. I just heard back from our Product team - unfortunately, we do not have the integration configured that way. Some highlights includes the bi-directional sync (and you can configure how the data flows i.e. which app is the source of truth), the ability to create, convert and send invoices and proposals from the app, as well as configurable permissions for user levels. If you'd like to see exactly how it works, I invite you to book a demo here: app.pipelinecrm.com/schedule_demo
Does this work if you use 'Projects' in Quickbooks? Looking at the fields in your example, I see how to choose a customer but I don't see how to choose (or create) a project for that customer. I know not everyone uses projects in Quickbooks, so perhaps you don't have your integration configured in that way.
Hi Luke. Let me check with the Product team and get back to you!
Hi Luke. I just heard back from our Product team - unfortunately, we do not have the integration configured that way. Some highlights includes the bi-directional sync (and you can configure how the data flows i.e. which app is the source of truth), the ability to create, convert and send invoices and proposals from the app, as well as configurable permissions for user levels. If you'd like to see exactly how it works, I invite you to book a demo here: app.pipelinecrm.com/schedule_demo