Our friends at PieSync helped us write a helpful explainer for how you can set up two-way Quickbooks Online contact and data syncing with Nimble. 

Our native integration with PieSync offers a 14 day free trial and the ability to keep up to 2,000 contacts in sync for free after the trial ends. PieSync offers plans that fit all of your needs and we highly recommend using their service to keep your contacts in sync between all of your cloud apps. 

For information on how to get started with PieSync in Nimble, please start at this article.

Quickbooks Sync Overview

By syncing contacts Nimble and Quickbooks, all of your bookkeeping contacts and fields can be synced to Nimble and kept up to date. By enabling this type of sync, you can use Nimble as your primary system of record for customer communications.

Sync from Nimble to Quickbooks. When sales closes a deal, the customer's address information is synced into Quickbooks. You can configure this for all contacts, or only when a deal is won.

Sync from Quickbooks to Nimble. If accounting creates new contacts in Quickbooks, they will be synced to Nimble, along with the information about their payment status (handy for sales and customer care teams who are in contact with contacts). 

Rule-based syncing 

One of the coolest things about PieSync is that it allows you to sync contacts and contact fields based on intelligent rules. Check out the examples below where we update contacts with a "Deal Won" lead status to Quickbooks, tag contacts with an open balance in Quickbooks in Nimble, and also sync contacts from Quickbooks to Nimble.

If you have any questions, please write us at care@nimble.com, initiate a chat from this FAQ, or join one of our Nimble Onboarding and Best Practices sessions, held every weekday at 9 AM PT. 

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