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  • QuickBooks Online logoQuickBooks Online logo

Nutshell + QuickBooks Online Integrations

How to connect Nutshell + QuickBooks Online

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  • Nutshell triggers, actions, and search
    Lead Won
    Triggers when a lead is won.
    Trigger
    Instant
  • Nutshell triggers, actions, and search
    New Company
    Triggers when new Company is created.
    Trigger
    Instant
  • Nutshell triggers, actions, and search
    New Activity
    Triggers when new Activity is created.
    Trigger
    Instant
  • Nutshell triggers, actions, and search
    New Person
    Triggers when new Person is created.
    Trigger
    Instant
  • Nutshell triggers, actions, and search
    New Lead
    Triggers when a new Lead is created.
    Trigger
    Instant
  • Nutshell triggers, actions, and search
    Create Company
    Creates a new Company.
    Action
    Write
  • Nutshell triggers, actions, and search
    Create Person
    Creates a new Person.
    Action
    Write
  • Nutshell triggers, actions, and search
    Create Lead
    Creates a new Lead.
    Action
    Write
  • Nutshell

    Updates an existing Lead.

    Scheduled

    Action

  • Nutshell

    Finds an existing Account.

    Scheduled

    Action

  • Nutshell

    Finds an existing person.

    Scheduled

    Action

  • Nutshell

    Finds an existing lead.

    Scheduled

    Action

  • Nutshell

    Find or Create Company

    Scheduled

    Action

  • Nutshell

    Find or Create Person

    Scheduled

    Action

  • Nutshell

    Find or Create Lead

    Scheduled

    Action

  • QuickBooks Online

    Triggered when you add a new account.

    Scheduled

    Trigger

  • QuickBooks Online

    Triggers when a new bill is added.

    Scheduled

    Trigger

  • QuickBooks Online

    Triggered when you add a new customer.

    Scheduled

    Trigger

  • QuickBooks Online

    Triggered when you add a new estimate.

    Scheduled

    Trigger

  • QuickBooks Online

    Triggers when a new expense is added.

    Scheduled

    Trigger

  • QuickBooks Online

    Triggered when you add a new invoice.

    Scheduled

    Trigger

  • QuickBooks Online

    Triggered when you add a new invoice (with line item support).

    Scheduled

    Trigger

  • QuickBooks Online

    Triggered when a new sales receipt is added (with line item support).

    Scheduled

    Trigger

  • QuickBooks Online

    Triggered when a payment is received (with line item support).

    Scheduled

    Trigger

  • QuickBooks Online

    Triggers when a new purchase order is added.

    Scheduled

    Trigger

  • QuickBooks Online

    Triggered when a new sales receipt is added.

    Scheduled

    Trigger

  • QuickBooks Online

    Triggered when an existing customer is updated.

    Scheduled

    Trigger

  • QuickBooks Online

    Triggered when a new vendor is added.

    Scheduled

    Trigger

  • QuickBooks Online

    Create a new bill, optionally tied to a customer.

    Scheduled

    Action

  • QuickBooks Online

    Create a new bill, optionally tied to a customer (with line item support).

    Scheduled

    Action

  • QuickBooks Online

    Create a new bill, optionally tied to a customer (with line item support).

    Scheduled

    Action

  • QuickBooks Online

    Creates a new credit memo.

    Scheduled

    Action

  • QuickBooks Online

    Adds a new customer.

    Scheduled

    Action

  • QuickBooks Online

    Create a new estimate (with line item support).

    Scheduled

    Action

  • QuickBooks Online

    Creates a new expense using check, cash, or credit card.

    Scheduled

    Action

  • QuickBooks Online

    Creates a new product or service.

    Scheduled

    Action

  • QuickBooks Online

    Creates a new journal entry.

    Scheduled

    Action

  • QuickBooks Online

    Adds a new invoice (with line item support).

    Scheduled

    Action

  • QuickBooks Online

    Adds a new sales receipt (with line item support).

    Scheduled

    Action

  • QuickBooks Online

    Creates a new payment, optionally linked to an invoice.

    Scheduled

    Action

  • QuickBooks Online

    Creates a new purchase order.

    Scheduled

    Action

  • QuickBooks Online

    Creates a new refund receipt.

    Scheduled

    Action

  • QuickBooks Online

    Send an existing invoice.

    Scheduled

    Action

  • QuickBooks Online

    Send an existing sales receipt.

    Scheduled

    Action

  • QuickBooks Online

    Creates a new single time activity.

    Scheduled

    Action

  • QuickBooks Online

    Updates an existing customer.

    Scheduled

    Action

  • QuickBooks Online

    Updates an existing invoice (with line item support).

    Scheduled

    Action

  • QuickBooks Online

    Adds a new vendor.

    Scheduled

    Action

  • QuickBooks Online

    Find an account by name.

    Scheduled

    Action

  • QuickBooks Online

    Find a customer by name or email address.

    Scheduled

    Action

  • QuickBooks Online

    Find an invoice by number.

    Scheduled

    Action

  • QuickBooks Online

    Find a product by name (with line item support)

    Scheduled

    Action

  • QuickBooks Online

    Find a vendor by name.

    Scheduled

    Action

  • QuickBooks Online

    Finds or creates a specific customer v2.

    Scheduled

    Action

  • QuickBooks Online

    Finds or creates a specific vendor.

    Scheduled

    Action

How Nutshell + QuickBooks Online Integrations Work

  1. Step 1: Authenticate Nutshell and QuickBooks Online.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
nutshell-crm logo
nutshell-crm logo

About Nutshell

Nutshell is an affordable, easy-to-use CRM that helps small-business sales teams win more deals.
Learn more

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quickbooks logo
quickbooks logo

About QuickBooks Online

QuickBooks Online is the web version of the popular accounting packages QuickBooks. Use any Zapier integration to connect QuickBooks Online to hundreds of other apps.
Learn more

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