QuickBooks CRM integration: How to make the right choice

Today, technology is the backbone of any successful small business. The challenge, however, is getting the solutions you use to talk to one another – so that the information they contain is up-to-date and accurate. 

That’s why today we look at how you can connect two small business software favorites: 

  • QuickBooks accounting software 
  • Customer relationship management (CRM) software

Throughout this post, we’ll review various CRM platforms and evaluate their QuickBooks CRM integrations.

Let’s jump in! 

QuickBooks CRM integration: The top contenders

1. Method:CRM 

Method:CRM is at the top of our list because of its two-way sync with QuickBooks Online, QuickBooks Desktop, and QuickBooks Enterprise

Method’s two-way QuickBooks sync allows information to move between your CRM and QuickBooks account automatically so you never have to worry about working with data that’s outdated. 

Known as the most customizable CRM for QuickBooks, Method’s drag and drop tools let you tailor the CRM to match your exact business processes. A full-service solution, Method is much more than a CRM as it lets you:

Method’s native integrations with Zapier, Gmail, Mailchimp, Outlook, and Google Calendar make it a great option for small businesses looking for a solution that connects with the tools they already use. 

Free trial: Yes, Method:CRM offers a free 30 day trial that doesn’t require your credit card or a contract to start. 

Price: Method:CRM is an affordable option for small businesses, starting at $25/month per user.

2. Nutshell

The next QuickBooks CRM integration we look at is Nutshell’s. 

Nutshell is a CRM platform that integrates only with QuickBooks Online. Their integration allows you to:

  • Migrate QuickBooks customers to Nutshell
  • Transfer contacts and leads from Nutshell to QuickBooks
  • Create invoices in QuickBooks from lead pages
  • Accept customer payments 

Free trial: Yes, Nutshell offers a 14-day free trial. 

Price: Nutshell CRM’s pricing is tiered and starts at $19/month per user.

3. Insightly

Next on our list of CRMs that integrate with QuickBooks is Insightly. 

Insightly CRM integrates with QuickBooks Online and lets you view your QuickBooks customers’ payment statuses, invoices, and transaction history. Their integration also lets you connect QuickBooks records to your Insightly contacts such as:

  • Invoice, payment, and estimate dates
  • Document numbers

Free trial: Yes, Insightly offers a 14-day free trial. 

Price: Insightly CRM starts at $29/month per user. 

4. Copper

The last QuickBooks CRM integration we’ll review is Copper’s. 

Copper is a CRM for G-Suite that also integrates with QuickBooks Online. With Copper’s QuickBooks CRM integration, you can view QuickBooks estimates, invoices, and customer history from within their CRM. 

Free trial: Yes, Copper offers a 14-day free trial. 

Price: Copper CRM starts at $24/month per month. 

Wrap Up

Now that we’ve looked at the top QuickBooks CRMs, it’s time for you to choose the QuickBooks CRM integration that works for you. 

For QuickBooks Online users, all of the CRMs we reviewed are great options. If, however, you work on QuickBooks Desktop, it’s important to note that Method:CRM is the only solution listed that integrates with QuickBooks Desktop. 

Regardless of which QuickBooks CRM you choose, your small business is sure to benefit from having an integrated, connected tech stack.

Try out Method:CRM’s QuickBooks integration with a free 30 day trial

Image credit: Ryoji Iwata via Unsplash

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