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Top 10 CRMs that Integrate with QuickBooks

Without the right tools at your disposal accounting can be a hassle. One of the most widely used accounting software […]


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Without the right tools at your disposal accounting can be a hassle. One of the most widely used accounting software nowadays for businesses in a variety of industries is QuickBooks. Essentially, it is used to organize a business’s financial data. It does not, however, provide the functionality to organize contact-related information. In this situation, a CRMs tool is useful.

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Customer relationship management (CRM) is a tool for creating strong relations between a business and its customers. Customer relationship management promotes customer connection with a company and helps in generating leads and important data to engage an increasing number of customers. However, one must understand that it just keeps track of your known and trusted consumers and their activity (transactional or data entry) with your business; it does not draw in new customers. Additionally, it provides you with a customer analysis based on demographic (age, gender, marital status, etc.) and geographic information. It also reveals who the frequent, regular, and VIP clients are associated with your business and provide information about the interests of your customers. You’ll learn more about QuickBooks CRM integration in this article.

You may learn more about QuickBooks and its essential features in the article that follows. You will discover more about QuickBooks CRM. You will also discover what a CRM platform is and why integrating a CRM with QuickBooks is advantageous for your company. Additionally, there is some of the top CRM software that you may use with QuickBooks. Finally, you will learn how to choose the best QuickBooks CRM. The limitations of the QuickBooks CRM integration are discussed in the conclusion.

What is QuickBooks and What is the Need for a CRM that Integrates with QuickBooks?

Accounting and virtual bookkeeping software like QuickBooks make it possible for businesses to keep track of their costs, purchases, and payments. The software makes it easier to create, handle, and share invoices with customers.

It is simple for businesses to manage customer relationships and track finances with a CRM that interacts with QuickBooks. All necessary information about prospects and customers is kept in one single database by customer relationship management software. You can easily retrieve invoices and other related financial information by connecting this database with your QuickBooks records. An enterprise can save time and gain better visibility into its financial situation thanks to such integration.

How the Best Options for QuickBooks CRM Integration are Evaluated?

The following factors were taken into account when compiling this list of the top CRMs for QuickBooks:

1. Pricing

To find the most affordable and scalable solutions pricing structure of the software has been taken into account.

2. Ease of Use

In this, there are easy-to-implement and use tools included. For improved efficiency, such straightforward implementations and usage are made.

3. Functionality

The general features that the tools offer to qualify them as suitable CRM integrations for QuickBooks are considered.

4. Flexibility

The tools on this list are very flexible and allow you to change different modules in accordance with your requirements.

What are the Benefits of QuickBooks CRM Integration

Read the below points to know the benefits of QuickBooks CRM Integration:

  • Making it simpler to deliver quotes, invoices, and reminders to customers reduces the sales cycle.
  • You can keep track of preferences and give your customers more personalized experiences by using a CRM product that can be integrated with QuickBooks.
  • The data is automatically synchronized between both platforms; you may save the hassle of manually logging everything.
  • Your sales and accounting departments can work together to increase company profitability by exchanging information more effectively.
  • Track all related invoices and access your customer’s payment histories to improve your chances of upselling.
  • To examine your financial performance and pinpoint areas for development, create reports. Additionally, it gives you more power to decide how to go moving forward.
  • Keep track of overdue payments and receive real-time alerts when there are updates.
  • Only add converted prospects to the QuickBooks account to maintain accurate financial records; other leads can be stored in the CRM system.

What is the 10 Best QuickBooks CRM Software of 2023?

1. HubSpot

You can easily manage client interactions and transactions from a single platform thanks to HubSpot’s seamless CRM integration with QuickBooks. It is a free tool that may be used to enhance customer relations and accelerate business growth. HubSpot makes it simple to track customer activities and provide personalized services to increase brand loyalty.

Key Features:

  • View QuickBooks transactions and keep track of client interactions in specific contact records.
  • To improve contact management, automate tasks.
  • With a clean and thorough sales pipeline view to keep track of leads.
  • Get alerted when prospects open or click on your emails, and track the amount of engagement for each one.
  • Increase the number of customers with personalized bulk email campaigns.

Pricing:

  • Plans start from $45/month.
  • Free versions are also available.

Pros:

  • Data from many sources is automatically added to contact profiles to enhance them.
  • View your CRM data while on the go by using the mobile app.

Cons:

  • The tool has a high price point.
  • More advanced reporting capabilities are required.

2. Zoho CRM

Keeping data updated between your CRM and QuickBooks accounting software is simple with Zoho CRM. It is based on the client’s history; triggered integration enables you to select the most relevant automation and actions for them. Use the CRM system to generate and manage thorough contact records by importing data from QuickBooks.

Key Features:

  • Keep your Zoho CRM and QuickBooks contacts, vendors, orders, invoices, and other data synchronized.
  • To save time and increase efficiency, automate labor-intensive corporate procedures and workflows.
  • Different logic and conditions can be specified to start integrations.
  • The tool delivers an AI assistant that makes suggestions and offers insights.
  • Export all records or just the ones you want.

Pricing

  • Plans start from $14/user/month
  • It is free for 3 users

Pros:

  • To connect QuickBooks to Zoho CRM, choose from pre-built integration flows.
  • Keep track of all data that has been transferred between the two platforms.

Cons:

  • In this customer support is not up to the mark.
  • For duplicate contact records to be formed it is common.

3. BIGContacts

BIGContacts is among the best CRMs for integrating with QuickBooks. You may view all previous transactions directly within the respective contact records thanks to this feature, resulting in more unified profiles. Your BIGContacts and QuickBooks accounts data are instantly synchronized. Additionally, the tool provides instant alerts and automated reminders to keep you informed of all recent transactions.

Key Features:

  • Fields in BIGContacts and QuickBooks can be synchronized.
  • Automate reminders and tasks to consistently fulfill deadlines.
  • With smart reports, you can learn more about your business.
  • From a single location, keep track of all client interactions, including calls, emails, and transactions.
  • With prospects and customers sharing personalized drip emails.

Pricing:

  • Big- $5 per user, per month
  • Bigger- $15 per user, per month
  • Biggest- $25 per user, per month
  • Enterprise- It includes custom pricing

Pros:

  • Data that is accessible to the public is used to fill contact records.
  • With the mobile version of BIGContacts that automatically adjust to the device you’re using, you can view all contact records remotely.

Cons:

  • With publicly available data contact records are populated.
  • You can view all contact records remotely with the mobile version of BIGContacts which is automatically adjusted to the device you are using.

4. Nutshell

You are given the ability to manage every aspect of your business from a single platform thanks to the combined features of Nutshell CRM and QuickBooks. Use this CRM for QuickBooks to manage to spend, take payments, and keep track of your customer interactions. Keep a record of your client’s previous interactions and transactions to encourage them to make repeat purchases.

Key Features:

  • Exchange contacts between QuickBooks and CRM.
  • Sales and revenue reports can be generated using information from QuickBooks.
  • To make upcoming interactions more relevant, keep track of your communication and transaction history.
  • Automate follow-ups, sequences, and activities to enhance organizational productivity.
  • From the CRM system, Create QuickBooks Invoices for clients.

Pricing

  • It starts from $20/user/month.

Pros:

  • Connecting QuickBooks with Nutshell keeps customer data clean and well-organized.
  • Saving time and effort, records and invoices are automatically synchronized between both accounts.

Cons:

  • The most accurate results aren’t usually produced by searches.
  • Import and export of data have to be made simpler.

5. Pipedrive

Powerful sales CRM Pipedrive is compatible with QuickBooks. You can use the tool to handle deals by keeping thorough records, and you can generate invoices straight from these records. Contact records linked to the invoices can all be viewed in one location. Additionally, you can unlink these bills or filter them based on a time frame.

Key Features:

  • To find out when payments are due, receive notifications on the status of your bills.
  • Create invoices in Pipedrive, and they’ll be linked to your QuickBooks account automatically.
  • Send invoices to customers via email.
  • The invoices and their current statuses are shown in the Changelog and sidebar in Pipedrive’s deals detail view.
  • You can create insightful reports to track your business performance.

Pricing:

  • Your plans start from $12.50 Per User, Per Month.

Pros:

  • Without difficulty, transfer data to and from your QuickBooks account.
  • To have Pipedrive fields automatically filled out in your QuickBooks invoices, select them.

Cons:

  • Only one user per company account on Pipedrive is allowed to have an active QuickBooks integration.
  • The support offered for the lower-priced versions is restricted.

6. Insightly

Viewing contact information and transaction history is accessible with Insightly’s simple QuickBooks integration without having to switch between multiple platforms. You can easily keep track of every pending payment thanks to detailed contact records that list all the associated invoices. You can modify different modules of the tool to meet your demands because it allows for extensive customization.

Key Features:

  • In the contact records, you can view outstanding or overdue invoices.
  • Easily keep track of any payment status or history.
  • To avoid duplicate data entry, link contact records, and QuickBooks invoices.
  • Use comprehensive reports and dashboards to quickly visualize business data.
  • Make use of automated workflows by creating and deploying them.

Pricing:

  • It is free for 2 users.
  • Its plans start from $29 per user per month.

Pros:

  • Create real-time dashboards to quickly view custom information.
  • Use a mobile application that is efficient for iOS and Android while working on the go.

Cons:

  • The tool lacks enough technical support.
  • Importing contacts in bulk takes time.

7. Freshsales

By integrating Freshsales CRM with QuickBooks, you can view invoices and manage payments right from the CRM. By pinning each invoice with the appropriate contact record in your Freshsales account, you can keep track of all bills related to your contacts. A detailed contact summary, including their transactions and other relevant information, is also provided by the CRM tool. In case your deals close overcall then it will be a suitable CRM for your QuickBooks. As a result of the integration between Freshsales and QuickBooks, users may access invoices, unpaid balances, and payments from QuickBooks in Freshsales.

Key Features:

  • Easily find the relevant invoices and transaction histories for contacts.
  • Receive immediate notifications when customers make payments or take other actions.
  • Make reliable business forecasts based on performance analysis.
  • Use the mobile application to access important data while on the go.
  • View all previous email interactions as well as pending or completed invoices in one place.

Pricing:

  • This free version is available.
  • Its plan starts from $15 per user per month.

Pros:

  • Without leaving your CRM system, you may view and search through QuickBooks invoices.
  • Use the CRM’s AI capabilities to get insightful recommendations.

Cons:

  • In this, more powerful reporting capabilities are needed.
  • Technical support is not up to the mark.

8. Keap

You can avoid double entries and help ensure that your accounting books are balanced by integrating Keap CRM with QuickBooks, which will give you more time for selling. To better manage customer connections, import your QuickBooks data into Keap. You can always keep well-organized and updated thanks to the synchronization of all your contacts, invoices, and products.

Key Features:

  • There is no need for manual entry because invoices are automatically synchronized between the two platforms.
  • Use powerful reporting and analytics to visualize and review business data.
  • Create custom triggers for nurturing series and automated workflows.
  • Easily keep track of your spending, bills, and payments.
  • Use the mobile application to have mobile access to contact and accounting information.

Pricing:

  • Its plan starts from $59 per month.

Pros:

  • With only a few clicks, link your Keap account to QuickBooks.
  • Increase team productivity by keeping track of all relevant customer information, such as past transactions, in one location.

Cons:

  • Beginners may find it overwhelming, and learning how to use its features requires a solid knowledge background.
  • The use of automation sequences may be restrictive.

9. EngageBay

By integrating EngageBay with QuickBooks, you can manage payments directly from contact information. You are given the ability to constantly stay up to date with contact details and transaction history by keeping data linked between these two platforms. By integrating QuickBooks data with your CRM system, you can keep track of your expenses, manage payments, and make smarter business decisions.

Key Features:

  • Create relevant action triggers for your EngageBay and QuickBooks accounts.
  • To save time and increase productivity, use automation workflows.
  • View transaction history and keep track of consumer activity in one location.
  • To improve personalization, score leads, and create distinct lists for each customer.
  • To reach your consumers and prospects at the correct time, use push notifications.

Pricing:

  • For 15 users it is free.
  • Its plans start from $11.99 per user per month.

Pros:

  • You can import data in this quickly and straightforwardly.
  • To close deals with ease set up tasks and email sequences.

Cons:

  • Its learning curve is long.
  • The tool’s UI requires to upgrade.

10. Salesforce

With Salesforces QuickBooks integration keep your business accounts and CRM data connected. You will have total visibility into how your company is doing financially and in terms of customer happiness thanks to this. Give your team access to relevant accounting data from QuickBooks so they can decide what to do.

Key Features:

  • Within the CRM system, you can track expenses, invoices, payments, and revenue.
  • Get a complete overview of your financial and CRM data in one place.
  • Send out automated payment reminders.
  • On a single screen, you may view information about the customer, earlier communications, sales orders, and payment history.
  • Make company forecasts and decisions that are more accurate.

Pricing:

  • Its plan starts from $25 per user per month.

Pros:

  • With Salesforce and QuickBooks seamless integration, reduce double data entry.
  • Give your sales and accounting teams the tools they need to work together more effectively.

Cons:

  • Better technical assistance and training support are needed.
  • The user can become cluttered, making it difficult to navigate.

Choose the Right QuickBooks CRM

The correct CRM may effectively increase QuickBooks’ efficiency with powerful contact management and automated processes. It can be difficult to choose the best CRM tool. To delight customers and keep them as customers for years to come, you must invest in technology that automates and simplifies key business processes. It should be simple to integrate the tool you choose with QuickBooks. It must also satisfy the particular needs of your business.

Consider the following factors while choosing the best QuickBooks CRM integration:

  • The tool’s scalability and price policy
  • Tool’s simplicity of QuickBooks integration
  • Instrument’s automation features
  • Whether it allows access via mobile
  • Features for synchronizing data
  • The particular needs of your team
  • Customization provides by the tool

CRM and QuickBooks integration can provide a complete view of your customers in one location, saving time for your company. Additionally, you can get important insights to boost business performance and customer happiness. The 10 CRMs that integrate with QuickBooks are mentioned above. The above blog is simple and contains straightforward solutions. You will get all the necessary points above. You can connect with Dancing Numbers team via LIVE CHAT.

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+1-800-596-0806 or chat with experts.


Frequently Asked Questions (Faqs)

Does QuickBooks have a CRM Program?

For larger teams who need to increase the functionality of QuickBooks Online, CRM Pro is ideal. Sync and manage estimates, sales orders, invoices, and other documents. Accept payments online. Web-to-lead forms can be used to track opportunities and collect prospects.

Do You Need QuickBooks and a CRM?

However, it doesn’t offer anything to assist you in managing your leads and customers. Therefore, it’s important to integrate QuickBooks with a CRM when you want to start increasing sales and providing individualized support to your customers.

Which CRM is Easy to Use?

Freshsales Suite offers the most user-friendly design, guides you through setup with simplicity, and has the most basic, yet powerful features available, making it the easiest CRM system to use.

Features of Dancing Numbers for QuickBooks Desktop

Imports

Imports

Exports

Exports

Deletes

Deletes

Customization

Customization

Supported Entities/Lists

Dancing Numbers supports all QuickBooks entities that are mentioned below:-

Customer Transactions

Invoice
Receive Payment
Estimate
Credit Memo/Return Receipt
Sales Receipt
Sales Order
Statement Charge

Vendor Transactions

Bill
Bill Payment
Purchase Order
Item Receipt
Vendor Credit

Banking Transactions

Check
Journal Entry
Deposit
Transfer Funds
Bank Statement
Credit Card Statement
Credit Card Charge
Credit Card Credit

Employee Transaction / List

Time Tracking
Employee Payroll
Wage Items

Others

Inventory Adjustment
Inventory Transfer
Vehicle Mileage

Technical Details

Easy Process

Easy Process

Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

Error Free

Error Free

Worried about losing time with an error prone software? Our error free add-on enables you to focus on your work and boost productivity.

On-time Support

On-time Support

We provide round the clock technical assistance with an assurance of resolving any issues within minimum turnaround time.

Pricing

img

Importer, Exporter & Deleter

*See our Pricing for up to 3 Company Files

$199/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Unlimited Export
  • Unlimited Import
  • Unlimited Delete

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Accountant Basic

*See our Pricing for up to 10 Company Files.

$499/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer,Exporter,Deleter
  • Unlimited Users
  • Unlimited Records
  • Upto 10 companies

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Accountant Pro

*See our Pricing for up to 20 Company Files.

$899/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 20 companies

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Accountant Premium

*See our Pricing for up to 50 Company Files.

$1999/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 50 companies

Dancing Numbers: Case Study

Frequently Asked Questions

 
How and What all can I Export in Dancing Numbers?

You need to click "Start" to Export data From QuickBooks Desktop using Dancing Numbers, and In the export process, you need to select the type you want to export, like lists, transactions, etc. After that, apply the filters, select the fields, and then do the export.

You can export a Chart of Accounts, Customers, Items, and all the available transactions from QuickBooks Desktop.


How can I Import in Dancing Numbers?

To use the service, you have to open both the software QuickBooks and Dancing Numbers on your system. To import the data, you have to update the Dancing Numbers file and then map the fields and import it.


How can I Delete in Dancing Numbers?

In the Delete process, select the file, lists, or transactions you want to delete, then apply the filters on the file and then click on the Delete option.


How can I import Credit Card charges into QuickBooks Desktop?

First of all, Click the Import (Start) available on the Home Screen. For selecting the file, click on "select your file," Alternatively, you can also click "Browse file" to browse and choose the desired file. You can also click on the "View sample file" to go to the Dancing Numbers sample file. Then, set up the mapping of the file column related to QuickBooks fields. To review your file data on the preview screen, just click on "next," which shows your file data.


Which file types are supported by Dancing Numbers?

XLS, XLXS, etc., are supported file formats by Dancing Numbers.


What is the pricing range of the Dancing Numbers subscription Plan?

Dancing Numbers offers four varieties of plans. The most popular one is the basic plan and the Accountant basic, the Accountant pro, and Accountant Premium.


How can I contact the customer service of Dancing Numbers if any issue arises after purchasing?

We provide you support through different channels (Email/Chat/Phone) for your issues, doubts, and queries. We are always available to resolve your issues related to Sales, Technical Queries/Issues, and ON boarding questions in real-time. You can even get the benefits of anytime availability of Premium support for all your issues.


How can I Import Price Level List into QuickBooks Desktop through Dancing Numbers?

First, click the import button on the Home Screen. Then click "Select your file" from your system. Next, set up the mapping of the file column related to the QuickBooks field. Dancing Numbers template file does this automatically; you just need to download the Dancing Number Template file.

To review your file data on the preview screen, just click on "next," which shows your file data.


What are some of the features of Dancing Numbers to be used for QuickBooks Desktop?

Dancing Numbers is SaaS-based software that is easy to integrate with any QuickBooks account. With the help of this software, you can import, export, as well as erase lists and transactions from the Company files. Also, you can simplify and automate the process using Dancing Numbers which will help in saving time and increasing efficiency and productivity. Just fill in the data in the relevant fields and apply the appropriate features and it’s done.

Furthermore, using Dancing Numbers saves a lot of your time and money which you can otherwise invest in the growth and expansion of your business. It is free from any human errors, works automatically, and has a brilliant user-friendly interface and a lot more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


Is it possible to use the Direct Connect option to sync bank transactions and other such details between Bank of America and QuickBooks?

Yes, absolutely. You can use the Direct Connect Option by enrolling for the Direct Connect service which will allow you access to the small business online banking option at bankofamerica.com. This feature allows you to share bills, payments, information, and much more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


What are the various kinds of accounts you could access in QuickBooks?

QuickBooks allows you to access almost all types of accounts, including but not limited to savings account, checking account, credit card accounts, and money market accounts.

Get Support

Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

Worried about losing time with an error prone software? Our error free add-on enables you to focus on your work and boost productivity.

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