---
title: "How to use QuickBooks noCRM integration"
description: "Learn how to connect QuickBooks with noCRM to create estimates, manage invoices, and streamline your sales and accounting workflows."
url: https://help.nocrm.io/en/articles/154-how-to-use-quickbooks-nocrm-integration
collection: "Integrations"
updated: 2026-09-21
language: en
alternates: [pt-br, fr, es, de, it]
---

# How to use QuickBooks noCRM integration

Learn how to connect QuickBooks with noCRM to create estimates, manage invoices, and streamline your sales and accounting workflows.

# QuickBooks connection

## What's QuickBooks?

[QuickBooks](https://quickbooks.intuit.com/) is the most popular small business accounting system used in the U.S. It allows you to [manage your estimates](https://www.nocrm.io/blog/easily-manage-your-estimates/), invoices, accounting tasks and even to get paid directly in an easy and secure way. You can link your **_noCRM_** account with your QuickBooks account and be able to communicate between the 2 applications. Your information will be automatically synched, preventing you from loosing time, and helping you [streamline your sales process with automation](https://www.nocrm.io/no-code-academy/introduction). By adding the [Lead Clipper](https://help.nocrm.io/en/articles/100-capture-leads-from-the-internet.md) to your browser's favorites toolbar, you'll have the most advanced integration between the 2 applications.

Thanks to [QuickBooks](https://quickbooks.intuit.com/), you can try out our service free for 30 days [here](https://quickbooks.intuit.com/pricing/).

## How to connect my QuickBooks account to my **_noCRM.io_** account?

-   Go to the **Admin Panel** > Integrations > Third-party apps then click on QuickBooks and enter your credentials
    

## How to create a QuickBooks estimate from **_noCRM.io_**?

Once the connection between [QuickBooks](https://quickbooks.intuit.com) and **_noCRM.io_** is activated you can easily add or create a [QuickBooks](https://quickbooks.intuit.com) estimate on any page where a lead is displayed:

-   If you use the extended mode view, in the "actions" menu of each lead you will find a “Add a QuickBooks estimate” link.
    
-   In the compact view you will have to click on the "cog" symbol.
    
-   On the detailed view of a lead, you will have to click first on the “add a file, an estimate or an invoice” button, and then choose “Add a QuickBooks estimate”.
    
-   On the new popup you can either add the URL of an existing estimate or click on the creation button. The creation button will redirect you to your QuickBooks account.
    

⚠️ You must include an email address in your leads in the [predefined field](https://help.nocrm.io/en/articles/69-default-lead-structure.md) to make the integration work. Users must login once they click on the actions menu to be able to create an invoice.

## How to create a lead from an existing QuickBooks customer?

-   Connect your account with your QuickBooks account
    
-   Install the Lead Clipper (link to Lead clipper documentation) in your browser toolbar
    
-   Go to a QuickBooks customer in the QuickBooks application
    
-   Click on the +Lead button installed. A new popup will be displayed with the information extracted from the QuickBooks customer and added to the lead’s description
    

## How to attach an existing estimate or invoice, to an existing lead?

-   Connect your account with your QuickBooks account
    
-   Install the Lead Clipper (link to Lead clipper documentation) in your browser toolbar
    
-   Go to a QuickBooks estimate or invoice in the QuickBooks application
    
-   Click on the +Lead button installed. A new popup will be displayed with either a list of leads corresponding to the customer or asking you if you want to create a new lead and attach the estimate/invoice on the lead.
    

### What if you can’t find the lead you’re looking for

You need to check that the lead fields or descriptions contain the same email as the client in [QuickBooks](https://www.nocrm.io/app-integrations/quickbooks). If it is not the case, modify the lead, add the email address and you should now be able to attach the QuickBooks estimate or invoice to the lead.

⚠️ There is no basic direct data/contacts sync between QuickBooks and noCRM.

## Video tutorial

To get a clearer understanding of how the integration works and how to set it take a look at this short video tutorial: