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Everything you need to know about banking in QuickBooks Online - Discover more
Marsel-Culjak
Level 1

Can I share access to a Quickbooks integrated in a Pipedrive to my team members?

 
1 REPLY 1
Rasa-LilaM
QuickBooks Team

Can I share access to a Quickbooks integrated in a Pipedrive to my team members?

Let me direct you to the right channel that can provide the best help regarding your concern, Marsel.

 

Before we proceed, please note that only one user per Pipedrive company account can maintain an active QuickBooks integration at once. The user with the integration will be the only one who can see the invoices in Pipedrive.

 

For your concern, I suggest reaching out to Pipedrive's support team for further assistance. They can provide information on whether your team members can access the app in your QuickBooks Online (QBO) company.

 

Explore these links to learn more about adding your team members to your company and setting a specific user permission:

Furthermore, the following resources contain topics that will guide users manage their invoices, payments, and other sales-related entries:

Don't hesitate to leave a comment below if you need guidance navigating QBO or have other accounting-related concerns or questions. The Community is available to lend a helping hand.

 

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