You need a Nutshell account (starting at $20 per month) and a QuickBooks Online account (starting at $12.50 per month). Note: Nutshell also offers a Zapier integration, which keeps your Nutshell and QuickBooks Online records synced in both places, and bills or invoices customers automatically upon winning a lead in Nutshell. Allows you to send people, companies, and leads to QuickBooks from their respective pages, as well as create invoices in QuickBooks directly from the lead page.Imports your QuickBooks Online customer lists into Nutshell in just a few clicks, 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.Online Chat: Online chat is a quick and easy option. Email: You can contact customer service through email. Keeping your CRM and accounting software connected will keep your customer data clean and organized for the whole team. You work with a dedicated client success manager, and a team of US-based applications experts available 24/7/365. Keep your data clean: QuickBooks Online needs to be a reliable source of truth for billing and accounting information.Save time: Spend less of your day creating records and invoices Nutshell’s QuickBooks Online integration makes it unbelievably simple.Build stronger relationships: Get all your existing QuickBooks Online contacts into your CRM in minutes so you can start tracking communication histories and nurturing your clients.Our native integration for QuickBooks Online reduces busywork and prevents invoices from slipping through the cracks. QuickBooks Online gives businesses a simple way to manage their daily sales and expenses, invoice their customers, and accept payments. Nutshell is an all-in-one CRM and email marketing platform that helps B2B organizations work together to win more deals.
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