QuickBooks CRM Integration

QuickBooks is one of the most popular accounting software among accounting experts, small businesses, and large businesses alike. QuickBooks has made accounting processes easier for businesses, reducing the amount of time they spend on bookkeeping. On the other hand, certain business operations necessitate the integration of QuickBooks with third-party apps. It’s here that QuickBooks add-ons can help. Customer Relationship Management (CRM) software is one of the most important add-ons that each organization needs to manage its clients.

Because the most important component of a business is its “customers,” and a successful business requires a good relationship with them. As a result, it’s crucial to concentrate on the needs of the customer. CRM software allows businesses to keep track of their clients’ information as well as their financial information in one place. Many CRM programs on the market today may be connected with your existing accounting software to help you run your business more efficiently. Let’s go through this article to get aware of everything about QuickBooks CRM Integration. 

Several benefits of integrating QuickBooks with a CRM 

Let’s start with the advantages of integrating QuickBooks with a CRM, and then we’ll go over some of the top CRMs that work with QB.

QuickBooks helps you organize your business finances by allowing you to track purchases, payments, and the financial health of your company. However, it does not assist you in actively managing your leads and customers. As a result, integrating QuickBooks with a CRM is critical if you want to increase sales and provide personalized support to your clients.

Here are some of the key benefits in detail:

  • Better Lead Management: A large number of prospects or leads who ask for more information or estimates do not buy straight away, according to most businesses. They must go through several rounds of follow-ups, including phone conversations, emails, QA sessions, product demos, free consultations, office visits, and other sorts of follow-ups, until they are ready to make the purchase.
  • No double data entry: As a prospect progresses from a lead to a long-term paying customer, there is a lot of information that crosses over between sales, order fulfillment, accounting, and customer service departments. If different teams or departments within the company use separate systems to manage their duties, they will have to enter the same information in multiple places, resulting in double data entry. Businesses despite double data entry because it wastes time, effort, and, most critically, introduces human mistake, resulting in wrong data in the systems.
  • Automated Sales Process: You can automate your sales process with integrated CRM and accounting software. You may send automated follow-up emails to your leads, as well as thank-you emails when they place an order and reminder emails when their service is about to expire. You may allocate clients to your team automatically, generate escalations, and schedule work for your team.
  • Data Security: Using QB for lead or customer management significantly raises the risk of data security. Salespeople, order fulfillment workers, and customer care representatives all require access to customer data in order to accomplish their duties. However, giving everyone access to QB compromises data security. Important data can be accidentally lost if you allow QB access to someone who isn’t knowledgeable with accounting software.
  • Sales Efficiency: Sales teams must have QuickBooks CRM connectivity. When sales reps follow up on leads, they need all pertinent information in one location. This contains data from all emails, phone calls, offered products/services, quotations, purchase orders, and so on.
  • Marketing Automation: Better marketing automation necessitates CRM software that interfaces with QuickBooks. Prospects that aren’t ready to buy right away can be kept warm by sending them information about new products and services, educational materials, sales promotions, and holiday greetings. This keeps you in front of your leads, and they can contact you when they’re ready to buy.
  • Empowered Customer Service: Customers are more demanding than they have ever been in the modern world. They can contact you via phone, email, support tickets, or even social media with queries or problems, and they want rapid answers and solutions. Customer care reps that have access to all information on a customer in one place are better able to serve that customer and handle issues before they become more serious.

The best CRM software that seamlessly integrates with QuickBooks

Now that you’ve made the decision to migrate your customer data from QuickBooks to a CRM, the first step is to choose which CRM to employ.

Choosing a CRM to deploy in your organization is a difficult decision because there are so many small business CRMs on the market today, with such a wide range of capabilities.

Because you’re looking for a CRM that works with QuickBooks, the variety of options is listed down:

1. HubSpot CRM

Without requiring the sales team to access QuickBooks, HubSpot CRM allows you to examine all QuickBooks transactions, including invoices, payments, and estimates, immediately in Hubspot. From within HubSpot, you can create new records for vendors, customers, purchase orders, and more.

Hubspot Quickbooks Integration

2. Insightly CRM 

Insightly CRM’s aim is to reach customers at the right time with the right message, providing them with a personalized experience tailored to their specific needs. You may use Insightly CRM to automate complicated business processes, generate tasks for others, and synchronies external Oracle systems that conduct business logic.

3. Zoho CRM

Collaboration between teams is easier with Zoho CRM since everyone can share their thoughts, ask questions, provide leads, and respond to inquiries via shared feeds. To see if the talks with a customer are effective, you may follow them across all channels: email, phone, social media, and live chat. You may also figure out when the optimum time is to contact customers and what the most engaging channel is.

Zoho Quickbooks Integration

It generates a variety of real-time information for your company, allowing you to make informed decisions. You can see how your business is thriving by looking at the sales performance of your company across the region in one spot.

4. iEnterprise CRM

You can manage your sales staff using iEnterprise CRM by giving them comprehensive visibility into sales. It also provides predictability, allowing you to plan ahead for a larger amount of sales. Because it integrates with your email and mobile clients, you can also save time by avoiding double data entering.

It assists you in tracking the causes of low sales by identifying the phases that were skipped during the sales process. It gathers all prior customer complaints in one place so you may adjust your customer retention strategies. If you have a limit of 2 users, iEnterprise is free to use for QuickBooks integration.

5. Salesforce CRM

With Salesforce CRM, you get the AI-enabled assistant “Einstein” to help you make better business decisions faster and boost employee productivity, resulting in happier customers. Users can delve deep into their data to uncover trends and patterns that can be improved.

Salesforce Quickbooks Integration

In Conclusion!

Finding leads, converting them to customers, and engaging them in long-term relationships may be a time-consuming process if done manually. All of the aforementioned tools, on the other hand, automate and simplify these chores for your company, providing you more time and relevant data to take your company to the next level without losing a single day sale.


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