Integrate QuickBooks With Nutshell
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 (QBO) 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
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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.
What does Nutshell’s CRM integration with QuickBooks Online do?
We have a built-in integration that lets you:
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- 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
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- 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 Marketplace integration with QuickBooks powers:
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- Creating a new Quickbooks customer when a Nutshell lead is won
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- Creating a Quickbooks invoice when a Nutshell lead is won
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- Marking a Nutshell lead as won when a Quickbooks invoice is paid
Fields that connect
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- Company & person name
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- Phone / email / address
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- Lead value
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- Custom lead fields
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!
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).
Learn how to import your QuickBooks Online contacts to Nutshell
Learn how to create QuickBooks invoices from Nutshell leads
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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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.
