Integrer QuickBooks med Nutshell
Migrer QuickBooks' kundelister til dit CRM med få klik, send kontakter og leads til QuickBooks fra deres respektive sider, og opret fakturaer i QuickBooks direkte fra lead-sider for at fjerne noget af arbejdet med at få betaling.
Nutshell is an all-in-one CRM and email marketing platform that helps B2B organizations work together to win more deals. QuickBooks Online (QBO) gives businesses a simple way to manage their daily sales and expenses, invoice their customers, and accept payments. Together…they’re magic.
Vores indbyggede integration til QuickBooks Online reducerer travlt arbejde og forhindrer fakturaer i at glide gennem revnerne.
Fordele ved QuickBooks Online CRM-integration
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- 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.
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- Spar tid: Brug mindre af din dag på at oprette poster og fakturaer; Nutshell's QuickBooks Online-integration gør det utroligt enkelt.
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- Hold dine data rene: QuickBooks Online skal være en pålidelig kilde til fakturerings- og regnskabsoplysninger. Hvis du holder din CRM- og regnskabssoftware forbundet, vil dine kundedata forblive rene og organiserede for hele teamet.
Hvad gør Nutshell's CRM-integration med QuickBooks Online?
Vi har en indbygget integration, der lader dig:
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- Importerer dine QuickBooks Online-kundelister til Nutshell med blot et par klik, så du kan begynde at spore kommunikationshistorik, pleje kunder, så de kommer igen, og indarbejde dine QuickBooks-kontakter og -data i din salgs- og indtægtsrapportering.
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- Giver dig mulighed for at sende personer, virksomheder og kundeemner til QuickBooks fra deres respektive sider samt oprette fakturaer i QuickBooks direkte fra kundeemnesiden.
Bemærk: Nutshell tilbyder også en Zapier-integration, som holder dine Nutshell - og QuickBooks Online-poster synkroniseret begge steder, og som automatisk sender regninger eller fakturaer til kunder, når de får et lead i Nutshell.
In addition to our built-in integration, our Marketplace integration with QuickBooks powers:
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- Oprettelse af en ny Quickbooks-kunde, når et Nutshell -lead er vundet
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- Creating a Quickbooks invoice when a Nutshell lead is won
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- Markering af et Nutshell -lead som vundet, når en Quickbooks-faktura er betalt
Felter, der forbinder
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- Firma & personnavn
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- Telefon / e-mail / adresse
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- Lead værdi
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- Brugerdefinerede kundeemnefelter
What is our App Marketplace?
We offer many instant integrations — such as Google, Microsoft and Quickbooks. Our App Marketplace gives you additional flexibility to connect Nutshell with many other software applications. Even better, with our Marketplace service, we’ll set up, maintain and eat the costs of your Zapier connections to Nutshell. You get all the Zaps with no strings attached.
Have more questions about this integration? Start a free trial and chat with our sales team!
Krav til QuickBooks Online CRM-integration
Du har brug for en Nutshell -konto (fra $16 pr. måned) og en QuickBooks Online-konto (fra $12,50 pr. måned).
Lær, hvordan du importerer dine QuickBooks Online-kontakter til Nutshell
Lær, hvordan du opretter QuickBooks-fakturaer fra Nutshell leads
Nævnte vi, at vi rangerer blandt de bedste CRM'er, der integreres med Quickbooks?
FAQs: Integrating QuickBooks Online with Nutshell
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Do I need a specific Nutshell plan to use the QuickBooks Online integration?
No—the QuickBooks integration is available on all Nutshell plans, starting with Foundation at $13/user/month (billed annually). All plans include unlimited contacts and the ability to connect to QuickBooks with no plan restrictions needed.
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Is the Nutshell-QuickBooks Online integration secure?
Yes. Nutshell encrypts all data in transit using TLS 1.2+ and at rest using AES-256 encryption. We conduct regular security audits and partner with Amazon Web Services for enterprise-grade infrastructure. Your accounting data is protected with industry-standard security measures.
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What’s the difference between Nutshell’s built-in QuickBooks integration and the App Marketplace version?
Built-in integration offers direct contact syncing and invoice creation. The App Marketplace version provides advanced automation—creating QB customers and invoices automatically when leads are won. Marketplace is included free with all plans; setup and Zapier fees are covered by us.
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Does the Nutshell-QuickBooks Online integration involve additional costs?
No additional costs. The QuickBooks integration is included with all Nutshell plans. Access to our App Marketplace (which includes advanced QB automation) is also free. You only pay for your Nutshell subscription—no extra integration or Zapier fees.
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What other accounting software integrates with Nutshell besides QuickBooks?
Nutshell integrates with Xero, Square, Stripe, and Shopify for accounting workflows. You can also connect additional accounting platforms like Sage through Zapier. Visit our accounting integrations page to explore all options or contact our team for custom integration possibilities.
