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?
We have a built-in integration that lets you:
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- Import your QuickBooks Online customer lists into Nutshell: 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
- Create a new Quickbooks customer when a Nutshell lead is won.
- Create a Quickbooks invoice when a Nutshell lead is won.
- Mark a Nutshell lead as won when a Quickbooks invoice is paid.
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.
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
You need a Nutshell account (starting at $13 per month) and a QuickBooks Online account (starting at $12.50 per month).
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.
