Best CRM for Quickbooks Integration
A roundup of CRMs with QuickBooks integration, highlighting native and deep integrations (Nutshell, Method, Insightly, Zoho, Dynamics 365) and noting lighter options for quick financial context.
Ideal Customer Profile
Sales teams and SMBs seeking two-way QuickBooks integration with their CRM to streamline invoicing, contact syncing, and financial visibility.
Common Pain Points
- •Manual data entry between CRM and QuickBooks
- •Limited visibility into payment history from the CRM
- •Disjointed invoicing and billing workflows
- •Silos between sales/marketing/finance teams
- •Complex or slow data synchronization between systems
Top CRM Picks
5 expert-vetted recommendations
Ranked recommendations based on feature depth, pricing transparency, and adoption within the industry.
Perfect For
Sales teams looking for a full-featured CRM
⚡ Key Features
- Native QuickBooks Online integration to send contacts and leads to QuickBooks
- Invoice creation in QuickBooks from within the CRM
- Highly customizable CRM
- Zapier integration for broader automation
Pros
- ✓Native QuickBooks Online integration
- ✓In-CRM ability to send records to QuickBooks
- ✓Invoice creation in QuickBooks from leads
- ✓Zapier integration for broader automation
"Nutshell is a sneaky powerful CRM with strong QuickBooks integration and robust features."
Perfect For
Companies whose #1 priority in a CRM is how well it plays with QuickBooks, but don’t need full-featured CRM.
⚡ Key Features
- Integrates with all QuickBooks products
- Invoice directly from Method
- Syncs contacts across QuickBooks and Method
Pros
- ✓Broad QuickBooks integration across products
Cons
- ✗Lacks some CRM features like pipeline automation, customizable reporting, built-in phone capabilities
"Method offers broad QuickBooks integration but misses some advanced CRM capabilities."
Perfect For
Businesses that need advanced project management features in their CRM platform.
⚡ Key Features
- QuickBooks Online tab for payment history
- Complete history of each customer in the CRM
Pros
- ✓Easy-to-use QuickBooks integration
- ✓Strong customer history tracking
Cons
- ✗Cannot create invoices or accept direct payments from Insightly; must leave the CRM to bill
"Insightly provides solid QuickBooks integration but lacks in-CRM invoicing and payments."
Perfect For
Companies who need a customized, advanced QuickBooks/CRM software relationship.
⚡ Key Features
- Timesheets
- Integration reports
- Bills
- Automatic sync of invoices and expenses to QuickBooks
Pros
- ✓Strong customization after setup
- ✓Great control over QuickBooks/CRM integration
Cons
- ✗Initial manual setup required; setup complexity
"Zoho offers deep customization and strong post-setup control of QuickBooks integration."
Perfect For
Companies that need a customizable platform with all-embracing CRM functionality.
⚡ Key Features
- Automated data exchange for contacts and accounts
- Configurable synchronization frequency
- Embedded AI for customer management workflows
Pros
- ✓Comprehensive CRM functionality
- ✓AI-powered insights
"Dynamics 365 provides a highly customizable, AI-assisted CRM experience."
Buying Guide
Step-by-step guide to finding your perfect CRM
Strategic considerations to shortlist the right CRM platform for your workflow, tech stack, and growth roadmap.
- 1
Prioritize native QuickBooks integration and two-way data sync
- 2
Assess integration ease and whether a third-party connector is needed
- 3
Evaluate data synchronization quality and latency
- 4
Look for automation and workflow capabilities to reduce manual tasks
- 5
Check onboarding resources and training availability for your team
- 6
Ensure mobile access fits your team’s needs
- 7
Consider compatibility with other essential software in your stack
FAQ
Common questions answered
Quick answers to common questions digital teams raise when evaluating CRM platforms.
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