QuickBooks CRM integration 

CREATED BY NUTSHELL + ZAPIER

Migrate your customer information into your CRM in just a few clicks, and automatically trigger bills and invoices to take some of the work out of getting paid.


Nutshell CRM gives your team the tools you need to close more deals faster and manage all your communications from one place. QuickBooks Online gives businesses a simple way to manage their daily sales and expenses, invoice their customers, and accept payments. Together…they’re magic.

Our native importer and Zapier integration for QuickBooks Online reduce busywork and prevent invoices from slipping through the cracks. Here’s how.

Benefits

  • 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.
  • Save time: Spend less of your day sending bills and invoices; Nutshell’s QuickBooks Online integration makes it automatic.
  • 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 it does

  • Imports your QuickBooks Onlline customer list into Nutshell (native integration)
  • Automatically creates new customer records in Nutshell and QuickBooks Online and keeps them synced (Zapier integration)
  • Bills or invoices customers automatically upon winning a lead in Nutshell (Zapier integration)
  • Allows users to easily create custom triggers without having to write a single line of code (Zapier integration)

Requirements

You need a Nutshell account (starting at $19 per month) and a QuickBooks Online account (starting at $10 per month).

Learn how to import your QuickBooks Online contacts to Nutshell

Learn how to install and use our Zapier integration with QuickBooks Online

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