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.
Benefits of QuickBooks Online CRM integration
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 does Nutshell’s CRM integration with QuickBooks Online do?
We have a built-in integration that lets you:
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.
In addition to our built-in integration, our AppConnect service powers:
Creating a new Quickbooks customer when a Nutshell lead is won
Creating a Quickbooks invoice when a Nutshell lead is won
Marking a Nutshell lead as won when a Quickbooks invoice is paid
Fields that connect
Company & person name
Phone / email / address
Lead value
Custom lead fields
What is AppConnect?
It’s our professional service where we set up, maintain, and eat the costs of your Zapier connections to Nutshell. You get all the Zaps with no strings attached (since AppConnect is free for most customers).
Have more questions about this integration or AppConnect? Start a free trial and chat with our sales team!
Requirements for QuickBooks Online CRM integration
You need a Nutshell account (starting at $16 per month) and a QuickBooks Online account (starting at $12.50 per month).
