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Accounting CRM Integrations

Accounting software is essential for managing sales and payments, creating invoices, and customer payment data. Using the right accounting software for your organization helps you keep track of all these responsibilities seamlessly.

What’s even better? Integrating that accounting software with your CRM.

Accounting CRM integrations allow you to sync customer data between your accounting software and CRM, so you can track interactions and keep all your data updated. That way, your CRM becomes a single source of truth for your accounting and sales teams. Integrating your accounting and CRM software also cuts back on manual data entry and simplifies tasks like invoicing, saving your team time and improving efficiency.

App Marketplace

Don't want to set up or manage your integrations? Let[...]

Nutshell's Quotes & Invoices

Create, edit, send, review, and track Quotes and Invoices directly[...]

docusign

Streamline your contracts and proposals processes.

Dropbox DocSend

Givebutter

Housecall Pro

PandaDoc

Build, deliver, and track sales quotes and proposals from Nutshell

Quickbooks (QBO)

Import your Quickbooks contacts in minutes, automatically invoice new

Quotient

Shopify

Automatically create Shopify orders as leads in Nutshell and sync[...]

SignNow

SignRequest

SignWell

Stripe

Keep your customer data up to date across platforms.

Xero

Create a seamless experience between the two tools, making it[...]

BigCommerce

Get actionable insight into your sales effectiveness.

Chargebee

Keep your customer and subscription data up-to-date across platforms.

Checkfront

Sync online booking details and new customer info directly into[...]

Can't find the integration(s) you need?
Contact our Support Engineering team to see how we can connect your tech to Nutshell! Need more information about Nutshell in general? Contact Sales
Nutshell CRM Accounting Integrations
Nutshell offers several accounting CRM integrations for whatever way your organization prefers to manage its finances. Together, Nutshell and accounting software are pretty powerful.
  • Integrating Nutshell with your QuickBooks Online account lets you send people, companies, and leads into QuickBooks from their pages in Nutshell, plus create invoices in QuickBooks right from the lead page.
  • An integration with Xero unlocks the ability to sync customers’ order information on their pages and automatically create invoices or quotes based on deal status in Nutshell.
  • Integrate Nutshell with Square to track all your sales activities, reduce manual data entry, and send invoices from Nutshell.
You can also integrate with even more accounting platforms through Zapier. By connecting Nutshell with Zapier, you can integrate with tools like Sage Accounting and more. Integrating through Zapier is easy, and you can get started with a free Zapier account. Need a custom integration that fits the way your team works? Nutshell’s AppConnect will give you even more flexibility to integrate your workflows and data between Nutshell CRM and the applications your company already uses. Reach out to our team about AppConnect!

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