Integrate QuickBooks With Nutshell
Our native integration for QuickBooks Online reduces busywork and prevents invoices from slipping through the cracks.
What does Nutshell’s CRM integration with QuickBooks Online do?
Close the deal in Nutshell and the invoice is already in QuickBooks. When it’s paid, your rep knows. Here is how three people on your team use it.
Sales leader: closed means billed. Turn on automatic invoicing and, when a lead is marked Won, Nutshell creates the invoice and sends it to QuickBooks, where your bookkeeper can review, edit and send it. No one retypes the deal. When the invoice is paid in full, the rep gets an in-app notice and an email, the payment is logged on the lead’s timeline, and Nutshell can mark the lead Won for you.
Sales ops: know exactly what moves. Run the customer import whenever you like. Companies match by name, then email, and people by email, so a match is updated rather than duplicated. Admins can send the product catalog to QuickBooks, and existing QuickBooks items are skipped, not overwritten. Invoices carry customer details, line items, discounts and invoice-level charges, with taxes arriving as one line, and paid status comes back about every five minutes. If an import comes up short, the missing records commonly lack a company or person name in QuickBooks, so clean those up first.
Bookkeeper or office manager: nothing overwrites your books. Invoices arrive in QuickBooks for you to edit and send, existing QuickBooks products are skipped rather than overwritten, and paid status comes back only for invoices Nutshell sent. You stay in QuickBooks, and sales stays in Nutshell.
Benefits of 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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- Save time: Spend less of your day creating records and invoices; Nutshell’s QuickBooks Online integration makes it unbelievably simple.
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- 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.
Have more questions about this integration? Start a free trial and chat with our sales team!
Requirements for QuickBooks Online CRM integration
Works with: QuickBooks Online (US), on every Nutshell plan, with one QuickBooks company connected to each Nutshell account.
Does not work with: QuickBooks Desktop or QuickBooks outside the US.
If you need more than the built-in integration covers, Nutshell’s team can set up extra automations through AppConnect at no cost for paying customers, such as adding each new QuickBooks customer to Nutshell automatically.
Quickbooks Integration Support Articles
Did we mention that we rank among the best CRMs that integrate with 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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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.
