Introduction
Running a business is tough enough. But juggling customer relationships and financial records in separate systems? That’s a recipe for confusion.
That’s where CRM that works with QuickBooks comes in.
In 2025, more small businesses are choosing CRM tools that integrate directly with QuickBooks—whether it’s Online or Desktop. This combo simplifies operations, saves time, and eliminates errors between sales and accounting.
So if you’re tired of manual data entry, duplicate records, or hunting down invoices—keep reading. We’re diving into the best CRMs that sync beautifully with QuickBooks and how they can streamline your workflow.
What is CRM-QuickBooks Integration?
A CRM (Customer Relationship Management) tool helps you manage leads, contacts, follow-ups, and customer support. QuickBooks is your go-to platform for accounting and financial tasks.
When the two are integrated, your sales and finance data flow together. That means:
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Sales reps can view payment history
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Accountants can see customer communications
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Invoices and quotes sync automatically
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No more switching between apps
Basically, your entire team stays on the same page.
Benefits of Using a CRM That Works with QuickBooks
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No More Double Data Entry
Enter customer info once—it updates in both platforms. -
Faster Invoicing and Billing
Create invoices from the CRM with real-time QuickBooks sync. -
Better Customer Insights
See a client’s full payment history, quotes, and interactions in one place. -
Fewer Errors
No more mismatched customer data or missed payments. -
Stronger Sales-Finance Collaboration
Sales and accounting teams finally speak the same language.
Top CRMs That Integrate with QuickBooks
Let’s look at the best CRM systems that offer native or plug-and-play QuickBooks integration.
1. HubSpot CRM
Best for: Small to mid-sized businesses wanting a free CRM with powerful add-ons
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Native QuickBooks Online integration
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Sync contacts, invoices, and deals
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Automate follow-ups based on invoice status
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Free core CRM with premium upgrades
💡 Great for sales and marketing teams who want deep insights and automation.
2. Zoho CRM
Best for: Affordable all-in-one CRM with QuickBooks support
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Sync customers, products, and invoices
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Real-time updates between Zoho and QuickBooks
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Track sales performance alongside payment activity
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Integrates with both QuickBooks Online & Desktop
💡 Budget-friendly and great for startups or growing businesses.
3. Method:CRM
Best for: Deep QuickBooks integration—built specifically for QuickBooks users
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Two-way sync with QuickBooks Online & Desktop
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Automate invoicing, estimates, payments, and reminders
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Customize dashboards for your accounting workflow
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Designed for QuickBooks users from the ground up
💡 The go-to CRM if your life revolves around QuickBooks.
4. Insightly CRM
Best for: Project-driven businesses with accounting needs
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Integrates with QuickBooks Online via third-party tools like Zapier
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Manage projects, leads, and billing in one place
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Automatically generate invoices from deals
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View payment history inside contact records
💡 Ideal for service businesses juggling projects and payments.
5. Salesforce (with QuickBooks Integration App)
Best for: Larger businesses or teams with complex workflows
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Use the Salesforce Connector for QuickBooks
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Sync customers, transactions, and sales data
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Powerful reporting and analytics
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Highly customizable workflows
💡 Great for companies needing deep customization and scale.
Key Features to Look for in a CRM That Works with QuickBooks
When choosing your CRM, make sure it supports:
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Two-way data sync (customers, invoices, payments)
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QuickBooks Online or Desktop support
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Invoice and estimate creation inside the CRM
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Automatic payment tracking
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Custom mapping fields
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Third-party integration options (Zapier, Make, etc.)
QuickBooks Online vs Desktop: Know Before You Choose
Not all CRMs work with both versions of QuickBooks. Here’s a quick breakdown:
| CRM System | QuickBooks Online | QuickBooks Desktop |
|---|---|---|
| HubSpot | ✅ Yes | ❌ No |
| Zoho CRM | ✅ Yes | ✅ Yes |
| Method:CRM | ✅ Yes | ✅ Yes |
| Insightly | ✅ Yes (via Zapier) | ❌ No |
| Salesforce | ✅ Yes | ✅ Yes (with setup) |
Be sure to confirm compatibility before you commit!
How to Integrate Your CRM with QuickBooks (Step-by-Step)
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Choose Your CRM Platform
Make sure it offers QuickBooks integration or supports it via Zapier. -
Connect Accounts
Use the built-in integration setup or install the QuickBooks app/extension. -
Map Fields
Link customer info, invoices, and payment fields between systems. -
Sync Data
Start syncing contacts, invoices, and payment history. -
Test the Connection
Create a test invoice or customer and verify the sync is working.
Common Use Cases for CRM-QuickBooks Integration
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Send a quote → Convert to invoice → Track payment
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View past payment history while on a sales call
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Automatically follow up on unpaid invoices
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Alert sales reps when invoices are overdue
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Export customer data for financial reporting
Conclusion
If you’re serious about growing your business, you need your CRM and accounting tools working together—not apart.
Using a CRM that integrates with QuickBooks saves time, reduces errors, and gives your team a clearer view of every customer. Whether you’re using HubSpot, Zoho, or the ultra-integrated Method:CRM, there’s a solution for every business size and budget.
So stop juggling platforms. Start syncing your sales and finance efforts—and watch your productivity skyrocket.
FAQs
Q1. What is the best CRM for QuickBooks users?
Method:CRM is built specifically for QuickBooks and offers the deepest integration.
Q2. Does HubSpot work with QuickBooks?
Yes, HubSpot integrates with QuickBooks Online to sync contacts, invoices, and more.
Q3. Can I create invoices from my CRM?
Absolutely. Many CRMs allow you to create and send QuickBooks invoices directly from the CRM dashboard.
Q4. Is QuickBooks integration available for free CRMs?
Yes—CRMs like HubSpot and Zoho offer free tiers with QuickBooks Online integration.
Q5. What’s the difference between QuickBooks Online and Desktop for CRM use?
QuickBooks Online is cloud-based and easier to integrate with CRMs. Desktop versions often require third-party tools or manual setup.