Best Crm For Quickbooks

You should be using a CRM to track your leads and sales, but if you’re using QuickBooks, there aren’t many options. The best CRM for QuickBooks users is Insightly because it’s easy to use, has great features and integration with other apps like Zapier and Google Sheets. However, if you’re looking for an affordable option that still has great features then try Capsule.

In this guide, we review the Best Crm For Quickbooks, crm with quickbooks integration, zoho crm quickbooks integration, and best crm to use with quickbooks.

Best Crm For Quickbooks

The best CRM for QuickBooks integration is one that can help you to stay organized and focused on your business. A good CRM makes it easier for you to track your sales leads, organize customer data, and manage accounts. It also enables you to communicate with clients more efficiently.

If you’re looking for a cloud-based solution that works well with QuickBooks—and has powerful features like easy setup and automated reminders—then look no further than Salesforce CRM. With over 15 million users worldwide, this platform offers all the tools you need to run your business from start to finish: from managing contacts and leads all the way through invoice billing (and everything in between). Plus, it integrates seamlessly with other popular apps like QuickBooks Online Plus or Xero accounting software.”

Features and Benefits

  • Features
  • Benefits

What are some of the features of Sure Step? What benefits do they provide?

The Best CRM for QuickBooks Integration

QuickBooks Integration

The best CRMs for QuickBooks integration will allow you to easily integrate with your accounting software. This allows you to view all of your sales in one place and keep track of the important dates that are essential for running a business. The best part is that these processes can be automated so they run on their own without having to do any extra work. This makes it easier than ever before!

Pricing

  • Pricing

SugarCRM offers a free trial for 30 days, and then the price is $15 per month. This is one of the lowest prices on this list if you’re just looking for a small team or individual user. If you need more users or want to pay upfront, they have custom pricing options as well. They also have an annual plan that gives you 12 months of service for $150 (which means it’s still relatively low cost compared to other options).

The most affordable option is an annual subscription at $50/year ($4/month), but it requires a minimum purchase of 3 seats, so there’s no way to get SugarCRM alone unless someone else buys into your account as well (maybe your spouse?). You can also get perpetual licenses ($500-$1000) if you don’t want subscriptions.

  • . Free Trial: Yes (30 Days)

crm with quickbooks integration

One of the main benefits of CRM software is the ability to get every aspect of your business working in sync.

By uniting your communication and marketing tools with your sales platform, your team can conduct and track all their sales conversations from a single tool. But if you also rely on accounting software to manage incoming and outgoing payments, there are a lot of hidden benefits to integrating it with your CRM as well.

QuickBooks is an accounting software platform geared towards small and medium-sized businesses, offering millions of businesses a simple way to manage their daily sales and expenses, invoice their customers, accept payments, pay their bills, and generate reports for planning and tax filing.

Nearly every major CRM on the market offers a QuickBooks integration, but these integrations are far from equal. Some CRMs offer a one-click setup, while others require a longer, more complicated installation. Considering that many CRM users say their #1 challenge is finding a platform that integrates well with QuickBooks, it’s important to choose wisely.

Let’s take a look at why you need to get your CRM talking to your accounting software, and some of the best CRMs that integrate with QuickBooks and QuickBooks Online.

Why QuickBooks is your first CRM (and why you need the real thing)

Small businesses often use QuickBooks as their first CRM, since it stores customer contacts and buying histories.

When your business is just getting started, being able to access customer contact information from your accounting software might be enough. But just like spreadsheets, QuickBooks doesn’t actually do anything to help you make sales—it only helps you manage billing and accounting after the fact—so it’s important to connect your QuickBooks account with software that helps you manage your pipeline.

Think of integrating QuickBooks with your CRM as a way for every member of your team to have a birds-eye view of every client. What stage of the buying process are they at? Do you need to nurture them more? What do their past buying behaviors look like? What did you discuss during your last conversation with them?

Sure, automating your invoicing, billing, and follow-up on unpaid invoices saves you valuable time, but the real magic of uniting your QuickBooks account and CRM platform is that it provides transparency to your entire sales funnel, which boosts your chances of closing more leads and growing your business.

And since your accounting software needs to be a reliable source of truth for billing and payment information, keeping your CRM and accounting software synced will keep your customer data clean and organized for the whole team.

How a CRM integration helps you find buried treasure

The realization of how many leads you have sitting in your pipeline probably won’t hit you until you import all your data from QuickBooks.

What does your QuickBooks customer list look like right now? Is it jam-packed with customers who you’ve spent time and effort crafting proposals or estimates for…and never heard back from? If so, ask yourself: How many of those leads has your team followed up with, to the best of their ability?

Those cold leads don’t belong in QuickBooks. They belong in the hands of your sales team.

All of a sudden, that boring accounting data is a lot more interesting.

Hint: A lot of CRMs are using Zapier right now

Many CRM platforms offer their QuickBooks integrations through Zapier, which provides a simple way to connect multiple software platforms and set up automatic actions between them. (i.e., An invoice is automatically sent from QuickBooks as soon as a lead reaches the “won” stage in your CRM.)

This is particularly convenient because when you’re evaluating CRMs for your sales team, you don’t have to be limited to the handful of platforms that offer a native QuickBooks integration. At the end of the day, you want to pick the CRM that fits your business the best, not the CRM that fits QuickBooks the best.

Having a Zapier integration doesn’t mean the integration will be limited in terms of functionality, either. Several of the CRMs on our list can do just as much with their Zapier QuickBooks integrations as those with purpose-built integrations.

With that in mind, here are nine leading CRMs that offer useful connections with QuickBooks…

CRMs that integrate with QuickBooks:

1. Nutshell

Nutshell is a sneaky powerful CRM and sales automation platform that’s designed to help sales teams do things quickly, and their QuickBooks Online integration is a great mix of sophisticated and simple.

If you have a customer list stored in QuickBooks Online, you can import it into Nutshell in just a few clicks with Nutshell’s direct importer.

All of your QuickBooks Online customers will be rolled over into your CRM in seconds, 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.

In March 2020, Nutshell released a native QuickBooks Online integration, which allows customers to send people, companies, and leads to QuickBooks from their respective pages, as well as create invoices in QuickBooks directly from the lead page.

Nutshell also offers a Zapier integration, which allows you to trigger invoices, bills, or new records through QuickBooks Online once you’ve enabled the connection through Nutshell, and keeps customer records synced in both places.

Best for: Sales teams looking for a full-featured CRM that’s user-friendly and highly customizable, with the bonus of having easy integration with QuickBooks Online.

Want to kick the tires a bit?

No problem. To see if Nutshell is the right choice for your sales team, start a 14-day free trial today!

2. Method

Whether or not you use QuickBooks Online, Pro, Premier, or Enterprise, your data will integrate seamlessly with Method. Because of its broad integration capabilities, it’s a good choice if you’re looking for a CRM where QuickBooks is absolutely integral to your sales process.

From creating estimates to invoicing, Method makes it simple to perform common QuickBooks tasks from within their system. Method also syncs contacts across both platforms to save you loads of time on data entry.

However, for what it offers in QuickBooks features, Method lacks in some other important aspects of a sturdy CRM, like pipeline automation, customizable reporting, and built-in phone capabilities.

Best for: Companies whose #1 priority in a CRM is how well it plays with QuickBooks.

3. Insightly

Like Nutshell, Insightly’s main focus is around its QuickBooks Online integration, and they’ve done it well. Insightly’s integration is simple to use, easy to install, and offers you a lot right out of the box.

You can view the payment history and status on any of your customers in a customized “QuickBooks Online” tab.

Like other CRMs, Insightly will give you a complete history of any customer you have on your books, allowing your sales team to have a better understanding of the customer they’re dealing with.

Because it plays so nicely with QuickBooks, you might find it surprising that you can’t create invoices or estimates directly from Insightly. Despite all the bells and whistles, you have to leave your CRM to bill a customer. You also can’t accept direct payments through the CRM either, so if these features are deal-breakers for you, you might have to look for another CRM.

4. Zoho

Zoho’s integration with QuickBooks leans heavily on customization. It’ll take you a while to set it up, though.

Although Zoho allows you to add QuickBooks easily enough from the integration dashboard, that’s about as simple as it gets.

Once you’ve allowed access, Zoho requires you to then manually configure your import and export process for QuickBooks:

The upside to all this complexity? Once you set up QuickBooks in Zoho, the level of control you get back is great.

After the initial manual setup, you’ll then have the option to create timesheets, integration reports, and bills with just a few clicks and push them straight to QuickBooks, as well as sync your invoices and expenses back to QuickBooks automatically

Best for: Companies who need a customized, advanced QuickBooks/CRM relationship.

5. Microsoft Dynamics 365

Microsoft Dynamics 365 supports the integration with QuickBooks via an easy-to-install app. The integration enables the automated exchange of the data related to your contacts and accounts and your accounting data and prevents erroneous or double data entries. To speed up the transfer of large data volumes, you can vary the synchronization frequency for different data types. What’s convenient, the integration app is updated automatically whenever new features are released.

Microsoft Dynamics 365 is a top-rated solution for sales management and heads a Gartner’s list of the best Sales Force Automation Platforms for 11 years. Dynamics brings together customer data management and effective automation to cover complex customer management workflows—from lead generation to billing. Embedded AI helps elicit the best opportunities for bigger deals and larger customer lifetime value.

Best for: Companies that need a customizable platform with all-embracing CRM functionality.

6. Salesforce

The program allowed the sales CRM to plug straight into QuickBooks. But there were problems, and the software was scrapped after three years. The integration was really only set up for businesses at the lower level of Salesforce, and it turns out the program wasn’t compatible with a lot of Salesforce’s own extensions.

Thankfully, Salesforce also plays nice with Zapier. So if you’re looking for a QuickBooks integration through Salesforce, you can still have it.

Once connected, you’ll be able to sync your QuickBooks customers to Salesforce accounts and view all of their details from the CRM interface.

You can also do loads of other stuff with the integration, like create transactions, invoices, and manage accounts.

A complete sales history will also be available to your team right from Salesforce, along with an automatic data sync between both platforms.

Best for: Large companies who are looking to work from the Salesforce Sales Cloud.

7. Copper

At the moment, the only way to connect QuickBooks to Copper is through Zapier. You’ll need a premium QuickBooks and Zapier accounts to connect the two.

Once you connect through Zapier, you’ll be able to log payments as activities. You’ll also be able to view past invoices and payment amounts on your records, straight from the Copper dashboard.

Copper’s integration with QuickBooks is fairly limited. There are only a couple of functions available through Zapier to make Copper and QuickBooks talk. But if you only need a lightweight QuickBooks integration, and you are looking at Copper because of its integration with G Suite, don’t be entirely put off.

Even its simple integration will allow your sales team to view key data for each customer on their email dashboard:

Best for: Companies who have sales teams that work primarily out of G Suite.

zoho crm quickbooks integration

Ever since Zoho deprecated their own QuickBooks integration for Zoho CRM, business owners looking to integrate the two programs have had a little difficulty finding a solution that works properly and is cost-effective. The QuickBooks integration from ZBrains combines the two with a bi-directional sync, utilizing the QuickBooks Web Connector. It isn’t a Zoho Invoice QuickBooks integration; we think it’s even better, as it connects your QuickBooks directly to your CRM.

Rather than a Zoho Invoice QuickBooks integration, we provide a plugin for QuickBooks that connects the program directly to Zoho. This comes complete with custom data mapping, so everything you want synchronized goes to the right place in each system. This eliminates the usual need for double entry, and in so doing can eliminate data entry errors. This leads to time savings every single day, which ultimately equals more money back in your pocket via increased productivity.

Is a Zoho Invoice QuickBooks integration possible?

Good question. It’s possible by way of integrating with Zoho Books, which uses the same data table as Zoho Invoice. Connecting to Books means you should be able to sync data between QuickBooks and Zoho Invoice. And, you get the very same data flow by connecting to Zoho Books that you’d be able to get in Zoho Invoice. Or in Zoho CRM, for that matter.

best crm to use with quickbooks

One of the main benefits of CRM software is the ability to get every aspect of your business working in sync.

By uniting your communication and marketing tools with your sales platform, your team can conduct and track all their sales conversations from a single tool. But if you also rely on accounting software to manage incoming and outgoing payments, there are a lot of hidden benefits to integrating it with your CRM as well.

QuickBooks is an accounting software platform geared towards small and medium-sized businesses, offering millions of businesses a simple way to manage their daily sales and expenses, invoice their customers, accept payments, pay their bills, and generate reports for planning and tax filing.

Nearly every major CRM on the market offers a QuickBooks integration, but these integrations are far from equal. Some CRMs offer a one-click setup, while others require a longer, more complicated installation. Considering that many CRM users say their #1 challenge is finding a platform that integrates well with QuickBooks, it’s important to choose wisely.

Let’s take a look at why you need to get your CRM talking to your accounting software, and some of the best CRMs that integrate with QuickBooks and QuickBooks Online.

Why QuickBooks is your first CRM (and why you need the real thing)

Small businesses often use QuickBooks as their first CRM, since it stores customer contacts and buying histories.

When your business is just getting started, being able to access customer contact information from your accounting software might be enough. But just like spreadsheets, QuickBooks doesn’t actually do anything to help you make sales—it only helps you manage billing and accounting after the fact—so it’s important to connect your QuickBooks account with software that helps you manage your pipeline.

Think of integrating QuickBooks with your CRM as a way for every member of your team to have a birds-eye view of every client. What stage of the buying process are they at? Do you need to nurture them more? What do their past buying behaviors look like? What did you discuss during your last conversation with them?

Sure, automating your invoicing, billing, and follow-up on unpaid invoices saves you valuable time, but the real magic of uniting your QuickBooks account and CRM platform is that it provides transparency to your entire sales funnel, which boosts your chances of closing more leads and growing your business.

And since your accounting software needs to be a reliable source of truth for billing and payment information, keeping your CRM and accounting software synced will keep your customer data clean and organized for the whole team.

How a CRM integration helps you find buried treasure

The realization of how many leads you have sitting in your pipeline probably won’t hit you until you import all your data from QuickBooks.

What does your QuickBooks customer list look like right now? Is it jam-packed with customers who you’ve spent time and effort crafting proposals or estimates for…and never heard back from? If so, ask yourself: How many of those leads has your team followed up with, to the best of their ability?

Those cold leads don’t belong in QuickBooks. They belong in the hands of your sales team.

All of a sudden, that boring accounting data is a lot more interesting.

Hint: A lot of CRMs are using Zapier right now

Many CRM platforms offer their QuickBooks integrations through Zapier, which provides a simple way to connect multiple software platforms and set up automatic actions between them. (i.e., An invoice is automatically sent from QuickBooks as soon as a lead reaches the “won” stage in your CRM.)

This is particularly convenient because when you’re evaluating CRMs for your sales team, you don’t have to be limited to the handful of platforms that offer a native QuickBooks integration. At the end of the day, you want to pick the CRM that fits your business the best, not the CRM that fits QuickBooks the best.

Having a Zapier integration doesn’t mean the integration will be limited in terms of functionality, either. Several of the CRMs on our list can do just as much with their Zapier QuickBooks integrations as those with purpose-built integrations.

With that in mind, here are nine leading CRMs that offer useful connections with QuickBooks…

CRMs that integrate with QuickBooks:

1. Nutshell

Nutshell is a sneaky powerful CRM and sales automation platform that’s designed to help sales teams do things quickly, and their QuickBooks Online integration is a great mix of sophisticated and simple.

If you have a customer list stored in QuickBooks Online, you can import it into Nutshell in just a few clicks with Nutshell’s direct importer.

All of your QuickBooks Online customers will be rolled over into your CRM in seconds, 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.

In March 2020, Nutshell released a native QuickBooks Online integration, which allows customers to send people, companies, and leads to QuickBooks from their respective pages, as well as create invoices in QuickBooks directly from the lead page.

Nutshell also offers a Zapier integration, which allows you to trigger invoices, bills, or new records through QuickBooks Online once you’ve enabled the connection through Nutshell, and keeps customer records synced in both places.

Best for: Sales teams looking for a full-featured CRM that’s user-friendly and highly customizable, with the bonus of having easy integration with QuickBooks Online.

Want to kick the tires a bit?

No problem. To see if Nutshell is the right choice for your sales team, start a 14-day free trial today!

2. Method

Whether or not you use QuickBooks Online, Pro, Premier, or Enterprise, your data will integrate seamlessly with Method. Because of its broad integration capabilities, it’s a good choice if you’re looking for a CRM where QuickBooks is absolutely integral to your sales process.

From creating estimates to invoicing, Method makes it simple to perform common QuickBooks tasks from within their system. Method also syncs contacts across both platforms to save you loads of time on data entry.

However, for what it offers in QuickBooks features, Method lacks in some other important aspects of a sturdy CRM, like pipeline automation, customizable reporting, and built-in phone capabilities.

Best for: Companies whose #1 priority in a CRM is how well it plays with QuickBooks.

3. Insightly

Like Nutshell, Insightly’s main focus is around its QuickBooks Online integration, and they’ve done it well. Insightly’s integration is simple to use, easy to install, and offers you a lot right out of the box.

You can view the payment history and status on any of your customers in a customized “QuickBooks Online” tab.

Like other CRMs, Insightly will give you a complete history of any customer you have on your books, allowing your sales team to have a better understanding of the customer they’re dealing with.

Because it plays so nicely with QuickBooks, you might find it surprising that you can’t create invoices or estimates directly from Insightly. Despite all the bells and whistles, you have to leave your CRM to bill a customer. You also can’t accept direct payments through the CRM either, so if these features are deal-breakers for you, you might have to look for another CRM.

4. Zoho

Zoho’s integration with QuickBooks leans heavily on customization. It’ll take you a while to set it up, though.

Although Zoho allows you to add QuickBooks easily enough from the integration dashboard, that’s about as simple as it gets.

Once you’ve allowed access, Zoho requires you to then manually configure your import and export process for QuickBooks:

The upside to all this complexity? Once you set up QuickBooks in Zoho, the level of control you get back is great.

After the initial manual setup, you’ll then have the option to create timesheets, integration reports, and bills with just a few clicks and push them straight to QuickBooks, as well as sync your invoices and expenses back to QuickBooks automatically

Best for: Companies who need a customized, advanced QuickBooks/CRM relationship.

5. Microsoft Dynamics 365

Microsoft Dynamics 365 supports the integration with QuickBooks via an easy-to-install app. The integration enables the automated exchange of the data related to your contacts and accounts and your accounting data and prevents erroneous or double data entries. To speed up the transfer of large data volumes, you can vary the synchronization frequency for different data types. What’s convenient, the integration app is updated automatically whenever new features are released.

Microsoft Dynamics 365 is a top-rated solution for sales management and heads a Gartner’s list of the best Sales Force Automation Platforms for 11 years. Dynamics brings together customer data management and effective automation to cover complex customer management workflows—from lead generation to billing. Embedded AI helps elicit the best opportunities for bigger deals and larger customer lifetime value.

Best for: Companies that need a customizable platform with all-embracing CRM functionality.

6. Salesforce

The program allowed the sales CRM to plug straight into QuickBooks. But there were problems, and the software was scrapped after three years. The integration was really only set up for businesses at the lower level of Salesforce, and it turns out the program wasn’t compatible with a lot of Salesforce’s own extensions.

Thankfully, Salesforce also plays nice with Zapier. So if you’re looking for a QuickBooks integration through Salesforce, you can still have it.

Once connected, you’ll be able to sync your QuickBooks customers to Salesforce accounts and view all of their details from the CRM interface.

You can also do loads of other stuff with the integration, like create transactions, invoices, and manage accounts.

A complete sales history will also be available to your team right from Salesforce, along with an automatic data sync between both platforms.

Best for: Large companies who are looking to work from the Salesforce Sales Cloud.

7. Copper

At the moment, the only way to connect QuickBooks to Copper is through Zapier. You’ll need a premium QuickBooks and Zapier accounts to connect the two.

Once you connect through Zapier, you’ll be able to log payments as activities. You’ll also be able to view past invoices and payment amounts on your records, straight from the Copper dashboard.

Copper’s integration with QuickBooks is fairly limited. There are only a couple of functions available through Zapier to make Copper and QuickBooks talk. But if you only need a lightweight QuickBooks integration, and you are looking at Copper because of its integration with G Suite, don’t be entirely put off.

Even its simple integration will allow your sales team to view key data for each customer on their email dashboard:

Best for: Companies who have sales teams that work primarily out of G Suite.

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