QuickBooks is a household name among accountants, and for good reason: it helps them track all the financial activity of their clients with ease. However, there is one thing QuickBooks cannot do: serve as your customer relationship management (CRM) platform.
Sure, accountants, bookkeepers and tax preparers can use QuickBooks to track business income and expenses, prepare taxes and generate financial reports. And yet every business has growth as its target, and growth comes with more clients. QuickBooks cannot help you acquire those.
So partnering with a CRM that can bring you more clients — or manage your current ones effectively — is the way to go. In the next eight minutes, we’ll go over eight of the most popular CRMs that integrate with QuickBooks to help your company scale — and explain what the benefits of these CRMs are.
5 reasons why integrating QuickBooks with a CRM is a good idea for your business
1. It helps identify potential customers
QuickBooks only stores data, such as transactions, for your clients. However, it does nothing to help you nurture leads, or even identify who those leads might be — while a CRM does both. In QuickBooks you only work with the numbers you have, and even that comes with limitations.
2. It analyzes the data at hand
QuickBooks works more like a spreadsheet: it helps organize data but it doesn’t do much else with it. You won’t get any useful insights from looking at QuickBooks — but you will with a CRM. CRMs have systems in place to help you track the trends you would otherwise miss — they also give you suggestions about your next steps.
3. It improves the existing customer experience
This is a direct consequence of data analysis. You can learn all you need about the preferences of your customers, keep track of your interactions with them and zero in on their current stage of the sales’ cycle. This, in turn, allows your company to tailor your offerings specifically to those customers.
4. It eliminates duplicate data
You only need to enter client data once — in your CRM — and it will automatically be added to your QuickBooks account. This cuts down on time spent manually adding that data everywhere, as well as reduces the number of errors made.
5. It helps with the information overload
In short, you can divide your customers into two groups: your actual customers and your prospects. The former will go into your QuickBooks account. Because QuickBooks does not have any functionality to store leads separately, they will have to be stored in the CRM itself.
How we evaluated CRMs
- Pricing: big and small firms have different financial muscles to stretch. You are likely operating on a budget too, so pricing structure, as well as a free trial, is pivotal
- Functionality: some solutions are more intricate than others — and it’s not necessarily tied to their respective prices
- Ease of integration: some offer direct and straightforward integration with QuickBooks, others operate through third-party apps like Zapier and are harder to configure
- User reviews: we checked all the usual suspects — Capterra, G2, GetApp, SoftwareAdvice and (occasionally) QuickBooks’ own reviews — to gauge the opinions of actual users on popular CRMs
8 top CRMs you should consider for your firm
TaxDome’s CRM is one of its most highly-ranked aspects, and it’s just one part of what the practice management platform offers. On top of a centralized hub to manage your clients, it is a place to safely store and exchange documents, a tool to automate repetitive admin tasks, and a quick & easy way to contact your clients. And that’s before you get to electronic invoices, e-signatures and a convenient mobile app.
TaxDome’s CRM is powerful too. Here’s what it brings to the table:
- A direct integration with QuickBooks (not via Zapier)
- The ability to add as many contacts as you need (without changes in pricing)
- Bulk actions for clients: send messages and emails, and group clients as you wish
- Flexible import tools: TaxDome’s implementation team is available to help you import client data at no extra charge — by mapping all the fields the way you want
- The ability to link contacts and accounts: your client account can have several contacts (e.g. for married couples) and one contact can have multiple accounts (personal, business, etc.)
|A direct integration||No analytical reports on clients|
|All client data is synced with QuickBooks automatically||Limited integration with QuickBooks|
|No cap on the number of contacts you can add|
|All-in-one solution for your firm, not simply a CRM|
User ratings: the app has a 4.7+/5 rating with 8,000+ reviews on Capterra, GetApp and SoftwareAdvice
Pricing: there’s a Lite plan that costs $25 per month for individual accountants, bookkeepers and tax preparers. There’s also a Pro plan that comes with extra functionality (such as recurring invoices) and costs $50 per month per user.
Best for: small practices looking for a comprehensive practice management software
One of the most popular solutions on the market, Insightly has a CRM that supports the QuickBooks online integration. Apart from the integration, Insightly offers a lot of features for managing your client relationships and identifying leads. Here are some of the key ones:
- The ability to build sales pipelines, manage leads and opportunities
- Automated workflows, which relieve your employees of admin tasks
- Real-time performance insights, which you can quickly visualize
- Comprehensive reports on your customers
|View all client data (invoices, payments, details) inside the CRM||Contacts are not kept updated automatically after you perform the initial manual sync with QuickBooks|
|Keep tabs on open, incoming and overdue invoices||You can’t create invoices, bill your clients or accept payment from the CRM|
|Get rid of dual data entry by syncing Insightly with QuickBooks||A lot of users complain about poor customer service experience: long waiting times, insufficient or non-existent help|
User ratings: A 4/5 rating on Capterra, GetApp and SoftwareAdvice to the tune of just under 2000 reviews
Pricing: there are 3 plans (Plus, Professional, Enterprise), which cost $29, $49 and $99 per user per month respectively. The first two come with a free trial. Keep in mind some more advanced features (adding more than 2 users, viewing real-time insights) are not available with the cheapest subscription option.
Best for: companies that need next-level project management functionality
Salesforce’s CRM is a very powerful tool that is integrated with a bunch of apps you likely use on a daily basis: Google Cloud, Slack, LinkedIn and Jira are among them. It is also compatible with QuickBooks (otherwise it wouldn’t be on the list!) but it’s not a direct integration: Zapier is involved.
Here are some of the main features Salesforce CRM offers:
- A complete view of your customers’ profiles, including purchase history, preferences and more
- Easy access for all your team members (it’s a cloud-based solution)
- Lead and opportunity management
- A built-in AI called Einstein for data analysis
|Keep tabs on all financial info (expenses, invoices, payments) from a single screen||Unintuitive and cluttered interface that results in problems with navigation|
|Create reminders for overdue invoices and payments||A less-than-stellar support team|
|Avoid double data entry through integration with QuickBooks through Zapier||Some users complain about having to correct inaccurate data|
User ratings: a rating of 4.4 on all major marketplaces: Capterra, GetApp and SoftwareAdvice
Pricing: there are four subscription options (called Essentials, Professional, Enterprise and Unlimited). These cost $25, $75, $150 and $300 per user per month respectively
Best for: large firms looking for a cloud-based solution to work from
Method humbly position themselves as “the best QuickBooks CRM on the market.” Their entire value is tied up in how well it plays with QuickBooks — there is both a huge upside and a huge downside to this approach, for one simple reason: while the two-way QuickBooks integration is a rarity for other CRMs, it comes at the cost of some other functionality.
Here are some of CRM’s key features:
- A two-way integration with QuickBooks — any version of it, even desktop
- Workflow automation features to simplify lead management, invoicing and more
- Easy sales funnel tracking to convert leads into customers
|Two-way QuickBooks integration, where invoicing, payment and customer data is quickly synced||Lacks automation features|
|Lets you invoice clients directly from the CRM||No customizable reports on clients|
|Access non-cloud QB files … from Method’s cloud||Steep pricing if you need QuickBooks integration|
User ratings: 4.1 based on 95 reviews on Capterra, GetApp and SoftwareAdvice
Pricing: $44 (Pro plan) per user per month is the cheapest if you want a QuickBooks integration. The next (and most advanced, Enterprise) plan stands at $74 per user per month. There’s a also a Contact Management plan option, which will set you back $25 per user per month
Best for: firms whose first priority is the QuickBooks integration — and not a standalone CRM
Zoho is a powerful CRM and one of the more affordable alternatives on the market: plans start at just $14 per user per month. However, the first two plans (Standard and Professional) lack some functions you might consider key: analytics and customer segmentation.
Its QuickBooks integration is neither free, nor particularly in demand: it was released 6 years ago and the last review was written in 2021. The integration’s rating also hovers at just 3 out of 5.
Here are some of Zoho’s key features:
- Workflow automations for your sales and marketing teams
- Lead, deal and contract management
- Customizable look and feel of the entire CRM
- Path Finder and Journey Builder tools to better understand customers and predict their behavior
- A built-in AI assistant (Zia) that helps automate processes and provide insights
|Two-way sync between Zoho and QuickBooks: keep invoices, vendors and contacts up-to-date||You’ll have to fork out extra for the QuickBooks integration|
|Affordable prices even for big companies||It doesn’t look like the integration has been updated recently|
|A potent CRM with many customization and automation options||The initial setup is cumbersome|
|Some users complain about poor customer service|
User ratings: a 4.2/5 rating on Capterra, GetApp and SoftwareAdvice
Pricing: there are 4 plans (Standard, Professional, Enterprise and Ultimate) worth $14, $23, $40 and $52 per user per month
Best for: companies who need advanced customization options and are ready to spend some time on setting up and learning the system
Freshsales is part of the Freshworks’ ecosystem (you might have heard of Freshdesk!), which aims, as they put it, to“shorten your sales cycle with context-driven decisions.” One of its more interesting features is Freddy AI — a virtual assistant that complements your CRM with real-time insights about customers, and doubles as a chatbot to take some heat off your customer service team.
Here are some other key features Freshsales offers:
- AI-powered insights to help close sales deals
- An activity timeline to track customer interactions between teams
- Seamless communication between channels, including chat, sms, email and phone
- Integrations with other Freshworks services (such as Freshdesk) to help paint the full picture of your customers
|Integration with QuickBooks allows you to be notified about payments, view and search QuickBooks invoices, get basic financial info on customers||The information you have available from QuickBooks through the CRM is limited|
|Built-in chat, email and phone capabilities||You can’t invoice customers from Freshsales directly|
|Time-based workflows and multiple sales pipelines||Some air concerns over poor customer support and billing problems|
|Good pricing options|
User ratings: an average of 4.5 with 500+ reviews on Capterra, GetApp and SoftwareAdvice
Pricing: there are 3 plans — Growth, Pro and Enterprise — worth $15, $39 and $69 per user per month respectively
Best for: small teams who already use Freshworks other products and don’t need an in-depth QuickBooks integration
HubSpot is a leading CRM on the market and for good reason: it offers great flexibility based on your needs. The way it works is you get a free CRM (with limited functionality) and then buy an add-on: marketing, sales, customer service or operations.
This is somewhat of a downside: you have to be very specific about what you want and be ready that other functions will only be available on other subscriptions. However, you are likely to find everything you need to track leads and convert customers on the Sales plan.
Here are some of its key features:
- Deal pipelines
- Custom user permissions
- Reporting dashboard
- Conversation bots
- Sales automations
|A powerful CRM that even offers a free version||The QuickBooks integration severely lacking — to the point where it doesn’t sync basic info|
|Intuitive interface||Some users complain that the integration doesn’t work at all!|
|Available customer service||Prices grow exponentially if you need more advanced features|
User ratings: 4.5 with just over 3,600 reviews on Capterra, GetApp and SoftwareAdvice
Pricing: there’s a free plan, a Starter plan that costs $18 per month (and includes 2 users), while a Professional plan is a whopping $450 monthly (5 users included). Yes, that’s still considered to be a plan for small businesses.
Best for: large firms that need advanced CRM capabilities — without a QuickBooks integration
Nutshell’s CRM is a bit like HubSpot in the sense that you get the basic CRM and can then purchase a specific add-on — but only for marketing. However, Nutshell’s plans are a lot more affordable and their pricing structure a lot more straightforward.
The difference between basic (Foundation) and advanced (Pro) subscription is also clear-cut and the integration with QuickBooks is decent, although not the level of what Method offers.
Here are some of Nutshell’s key features:
- Unlimited contacts and data storage
- Free data migration help
- Easy lead pipeline management with four different views (list, map, chart, board)
- Built-in email marketing with ready templates (a separate add-on you have to pay for)
|Allows you to import customer lists from QuickBooks||You’ll have to opt for Nutshell Pro plan right away, because the Foundation plan is lacking|
|Records and invoices are synced automatically||Some users complain about complicated data import and export process|
|Create QuickBook invoices from Nutshell||You have to pay extra for the email marketing add-on|
User ratings: a 4.2 with just under 400 reviews on Capterra, GetApp and SoftwareAdvice
Pricing: the Foundation plan will set you back $16 per user per month, the Pro plan costs $42, while the cost of the marketing add-on will vary depending on your number of contacts
Best for: teams looking for a no-frills CRM and don’t need an in-depth QuickBooks integration
A comparison of the best CRMs with a QuickBooks integration
|CRM name||Key features||Pricing||Best for|
|TaxDome||$25/$50 per month per user||Small and mid-sized accounting, bookkeeping and tax firms looking for a complete practice management software with a direct QuickBooks integration|
|Insightly||$29/$49/$99 per month for 2 users||Companies that needs advanced project management features|
|Salesforce||$25/$75/$150/$300 per month per user||Large firms looking for a cloud-based CRM solution|
|Method||$25/$44/$74 per user per month||Firms looking for a CRM that plays nicely with Quickbooks — but lacks some important CRM functionality|
|Zoho||$14/$23/$40/$52 per user per month||Companies that like to tinker with their CRMs and are ready for the time investment|
|Freshsales||$15/$39/$69 per user per month||Firms that use other Freshworks products and don’t need a deep QuickBooks integration|
|HubSpot||$18/$450 per month (2 and 5 users included respectively)||Large companies that need an advanced CRM without the QuickBooks integration|
|Nutshell||$16/$42 per user per month + the marketing add-on costs — if you need it||Firms looking for a straightforward CRM and a decent QuickBooks integration|
There are many CRMs on the market that offer rich opportunities alongside a QuickBooks integration. Getting a CRM for your business is a worthwhile investment: a potent system will help you identify leads, analyze client data, improve the customer experience and eliminate duplicate entries.
When choosing a CRM, pay attention to pricing, functionality, ease of integration, user reviews and, if you have an accounting, bookkeeping or tax firm, to how well a particular CRM plays with QuickBooks. Some CRMs are slanted more towards managing leads and clients (like Insightly), others give their all to the QuickBooks integration (like Method), while some offer a complete accounting solution for tax firms (like TaxDome).
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