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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)

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.

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2. Method

Method is one of the CRMs on our list that plays well with every QuickBooks product.

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

Insightly prides itself on its QuickBooks integration.

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,

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