QuickBooks CRM Integration With Nutshell

Migrate QuickBooks customer lists into your CRM in just a few clicks, send contacts and leads to QuickBooks from their respective pages, and create invoices in QuickBooks directly from lead pages to take some of the work out of getting paid.

Nutshell is an all-in-one CRM and email marketing platform that helps B2B organizations work together to win more deals. QuickBooks Online gives businesses a simple way to manage their daily sales and expenses, invoice their customers, and accept payments. Together…they’re magic.

Our native integration for QuickBooks Online reduces busywork and prevents invoices from slipping through the cracks. Here’s how.

Benefits

• Build stronger relationships: Get all your existing QuickBooks Online contacts into your CRM in minutes so you can start tracking communication histories and nurturing your clients.
• Save time: Spend less of your day creating records and invoices; Nutshell’s QuickBooks Online integration makes it unbelievably simple.
• Keep your data clean: QuickBooks Online needs to be a reliable source of truth for billing and accounting information. Keeping your CRM and accounting software connected will keep your customer data clean and organized for the whole team.

What it does

• Imports your QuickBooks Online customer lists into Nutshell in just a few clicks, so you can start tracking communication histories, nurturing clients towards repeat business, and incorporating your QuickBooks contacts and data into your sales and revenue reporting
• Allows you to send people, companies, and leads to QuickBooks from their respective pages, as well as create invoices in QuickBooks directly from the lead page

Note: Nutshell also offers a Zapier integration, which keeps your Nutshell and QuickBooks Online records synced in both places, and bills or invoices customers automatically upon winning a lead in Nutshell.

Requirements

You need a Nutshell account (starting at $16 per month) and a QuickBooks Online account (starting at $12.50 per month).

Learn how to import your QuickBooks Online contacts to Nutshell

Learn how to create QuickBooks invoices from Nutshell leads

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Did we mention that we rank among the best CRMs that integrate with Quickbooks?