CRM Training Courses and Tutorials

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Quickbooks

With the Pipedrive Invoicing integration with Quickbooks, you can create and send Quickbooks invoices directly from Pipedrive while linking products and contacts. You also can set up default accounts and tax rates, so you won’t have to worry about manually setting them up in the future. What you’ll learn: How to authenticate and install the Quickbooks integration How to customize invoice preferences How to create and generate Quickbooks invoices How to complete actions for Quickbooks invoices in Pipedrive

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