How to Connect Pipedrive to QuickBooks for Invoice Generation with Zapier
- George Apostolov
How to Connect Pipedrive to QuickBooks for Invoice Generation with Zapier: step-by-step guide
From your 'Zapier' dashboard, select 'Zap'.
Click on the 'Trigger' field to select the event.
Search and select 'Pipedrive' as your trigger app.
Select 'New Deal' as the trigger event.
Connect your Pipedrive account.
Click 'Test trigger'.
Search and select 'QuickBooks Online' as the action app.
Select 'Create Invoice' as the action event.
Connect your QuickBooks account.
Configure the action details and click 'Continue'.
Click 'Test step'.
Once the test is successful, click 'Publish'.
Quick answer: To automate invoice generation, select Zap on the Zapier dashboard. Choose Pipedrive as the trigger app with the New Deal event and connect your account. Next, select QuickBooks Online as the action app with the Create Invoice event, connect your account, configure the details, test the steps, and publish the integration.
About this Zapier tutorial
Connect Pipedrive to QuickBooks Online in Zapier to automatically generate invoices from new deals. Test your trigger and action steps, then publish. This guide shows how to connect Pipedrive to QuickBooks for Invoice Generation with Zapier in 12 steps, starting with "From your 'Zapier' dashboard, select 'Zap'" and finishing with "Once the test is successful, click 'Publish'". The interactive demo above is a click-through copy of the real Zapier interface, so you can rehearse each step before doing it in your own account.
Frequently asked questions
How many steps does it take to connect Pipedrive to QuickBooks for Invoice Generation with Zapier?
12 steps. Each one is listed in order above, and the demo highlights exactly where to click.
Can I try it without changing my own account?
Yes. Clicking through the demo doesn't touch your Zapier data or settings. Once you know the flow, repeat it in your own workspace.
This tutorial is filed under Zapier, Pipedrive and QuickBooks. Related guides: How to Connect PostHog to Airtable Using Zapier, How to Connect Recurly Through Zapier to Google Sheets and How to Connect Reform to MailerLite Using Zapier. Last reviewed 05 Oct 2026.
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