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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.

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?

Integration Search

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

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Create, edit, send, review and accept Quotes directly inside Nutshell.

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Docusign

Streamline your contracts and proposals processes.

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Sync information between Dropbox DocSend and Nutshell What does our[...]

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Givebutter

Integrate Givebutter With Nutshell CRM Our Marketplace integration with Givebutter powers: What[...]

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Housecall Pro

Sync information between HouseCall Pro and Nutshell What does our[...]

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LinkNut logo

Integrate LinkedIn with Nutshell via LinkNut Sync LinkedIn leads to[...]

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The PandaDoc logo

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

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Quickbooks

Import your Quickbooks contacts in minutes, automatically invoice new

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Integrate Quotient With Nutshell CRM Our Marketplace integration with Quotient powers: What[...]

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Shopify

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

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SignNow

Integrate SignNow With Nutshell CRM Our Marketplace integration with SignNow powers: What[...]

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SignRequest

Integrate SignRequest with Nutshell CRM for Easy Document Signing Our Marketplace integration[...]

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SignWell

Streamline Docs with SignWell and Nutshell CRM Integration Our Marketplace integration with[...]

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Stripe

Keep your customer data up to date across platforms.

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Xero

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

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bigcommerce and nutshell integration

Get actionable insight into your sales effectiveness.

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Chargebee

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

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a Checkfront logo with a blue check mark

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

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Click Funnels logo

Easily track and manage leads across platforms and gain insights[...]

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a logo for Formstack Documents

Add Nutshell contacts directly into documents

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FreshBooks logo

Streamline invoice creation, contact management, and more.

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Streamline project management with transparency and accuracy.

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Sync your ecommerce data directly into Nutshell.

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Automatically add new customers when they complete a PayPal transaction.

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ServiceM8 logo

Track client and job status across platforms.

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Square logo

Our integration with Square enables users to easily track sales[...]

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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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