Connect QuickBooks Online with Mailchimp With These Expert’s Suggestions

Accounting

QuickBooks is a great accounting solution with various features and functions that can help you take your business to the next level. Moreover, it lets you connect QuickBooks Online with Mailchimp to easily sync financial and marketing data to the selected Mailchimp audience. The Mailchimp marketing tools will also help you enhance your company sales and take your business to another level. 

If you are also looking for a proper guide for the Mailchimp integration with QuickBooks Online, stop your search here. In this post, we have provided step-by-step instructions for syncing the accounts to connect with new customers.

Do you need help connecting QuickBooks Online with Mailchimp account? Directly place a call and describe your concern to our QB professionals to get the appropriate solution according to your query.  

What is the Significance of QuickBooks Online & Mailchimp Integration?

To learn about the relevance of QuickBooks Online & Mailchimp integration, you must read the benefits explained below.

1. By automatically integrating the QBO account with Mailchimp, you can reduce the stress of manually importing the transactions. Thus, it is much more convenient for users to handle interactions and lead sales. 
2. Moreover, it also enables you to gain new customers and re-engage with the already existing ones. 
3. The users can also send the tags along with the segments to send the multichannel campaigns. Besides this, you can also send automation based on the customers regarding their purchases, their expenditures, or the payment received. 
4. In addition to this, you can obtain complete details regarding your customers with only a few clicks. Also, it helps you access any of your customer’s profiles to gather the details regarding the invoices, transaction data, survey interactions, and so on. 

Also Read: Resolve Network Issues with QuickBooks Connection Diagnostic Tool

Does Mailchimp Integrate With the QuickBooks Desktop?

Yes, you can integrate Mailchimp with QuickBooks Desktop using Skyvia. By accessing the Skyvia import, you can load the data in one direction from QB Desktop to Mailchimp or vice versa.

Basic Things Required Before You Integrate QuickBooks Online with Mailchimp Account

To commence with the MailChimp integration, in the QBO account, you must choose Customers & Leads and then the Marketing option. Once the QBO account is synced with MailChimp, you can utilize the QuickBooks data to segment your audience in MailChimp. 

Get Ready With the QuickBooks Online Application

Before the QuickBooks Online & MailChimp integration, a suitable subscription plan for the QBO is mandatory. You can access the Intuit website and choose the best plan that fits your requirements. 

Signing Up For the MailChimp Account

1. Another important requirement for the integration is a valid and appropriate Mailchimp account. If you already have an account with Mailchimp, then can can simply log in to the account with the same login credentials for syncing the accounts accurately.

Alternatively, if you didn’t have an account earlier, follow the below steps to generate one.

1. Firstly, access the “login.mailchimp.com” URL to reach the Mailchimp login page. 
2. To initiate the process, click the “Create an Account” link in the following login window.
3. Afterwards, you are required to mention the “Business email,” “Username,” and “Password” that you wish to link with the account. 
4. If you don’t want timely updates regarding the Mailchimp account, mark the checkbox “I don’t want to receive emails about Mailchimp and related Intuit products.”
5. To move further, you must thoroughly review the Terms and Global Privacy Statement pages. 
6. Once all the necessary details are added, hit the “Sign Up” option to create the account. 

Learn More Details To Connect QuickBooks Online With Mailchimp Account 

Once you have picked the QuickBooks Online account and have an active Mailchimp account, you can easily connect QBO with your Mailchimp account. 

First Stage:  Know More Details Regarding QBO and Mailchimp

You must know you can add only one QBO account with the Mailchimp account. You can import the customer details from the QBO to Mailchimp. Read the pointers below to know more details about which information you can import. 

1. You can import the customer’s name, email address, business address, and phone number. 
2. Apart from this, you can shift any transaction and the invoice data associated with the customer. 

However, during the integration, you must pick the audience you want to link your QB customer and invoice data. Once the data is synchronized, your QB customer will import new contacts for the audience. You will notice that the new contacts will be tagged within Mailchimp as QBO contacts. This makes it much more convenient to determine them for certain marketing efforts.

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Second Stage:- Linking the QBO with the Mailchimp

1. First of all, you must log in to your Mailchimp account and then hit the Integrations icon.
2. Afterwards, you must choose Mailchimp for Quickbooks Online to continue the process. 
3. Thereon, move to the Select an audience field and click the drop-down menu to pick the desired audience you wish to sync with the QBO customers. 
4. In the next step, click the Select Contact Status field drop-down arrow and select the status you wish to assign to the QB contacts.
   • For the subscribed contacts, you must agree to get the updates regarding the marketing.
   • On the other hand, the unsubscribed contacts don’t choose to get the marketing materials. 
5. Once you are done with the steps, go with the Connect to QuickBooks option.
6. Now, the users must add the correct QuickBooks Login details into their respective text fields. Later, they must hit the Sign In details to confirm the login details accurately. 
7. For instance, if you have multiple QBO accounts, choose the company name you wish to integrate and hit the Next button. 
8. Next, you must thoroughly review the permissions and then click the Connect option to import the contacts. You will see that all the future contacts will sync for new customers, or the transactions will occur automatically. 

Third Stage: Thoroughly Review your Imported contacts

They will automatically sync once you link your QuickBooks Online account with the Mailchimp account. This allows you to review your audience and your recently imported contacts. 

• Primarily, open the Mailchimp account and then tap on the Audience icon. 
• Afterwards, you can check out your updated contacts in the Recent Growth section from the Audience dashboard. 
• Moreover, you can verify the contacts mentioned in the Tags section. Your new QuickBooks contacts will be tagged as “QuickBooks Customers.”

Fourth Stage:  Accessing the New Contacts That are Available in Mailchimp

After performing the above steps, once you have connected the QBO account with Mailchimp, you can use Mailchimp’s marketing tools for your QuickBooks accounts. Moreover, you can generate an automated campaign using your QB dashboard after the integration. Besides this, you can also send email campaigns to a suggested element. 

Steps to Generate an Automated Email Campaign Via QBO Dashboard

1. First of all, open the QuickBooks Online dashboard and then pick the pre-built journey using the following steps.

• To select the pre-built journey, tap on Audience > Audience Dashboard. 
• After this, the users must scroll down to the Suggested Automations > Start > Build a Journey option.
• Now, you are required to pick a suitable audience for the journey and then continue further.

2. Afterwards, you must add an email action to the journey map. Users can customize the content of the email according to their preferences later on. 
3. Thereon, mention the time delay to the map and delete if there are any additional journey points from the map. 
4. Finally, you can automate the email campaign and trace the progress. 

Also See: How to Fix QuickBooks Invoices Not Printing Correctly?

How can I Disconnect the QuickBooks Online and Mailchimp Integration?

Sometimes, users must disconnect the QuickBooks Online and Mailchimp integration when they are no longer in use. You must be very sure that you want to disconnect the integration because all customer updates will be paused after the disconnection. 

Besides this, all the previously synced order and invoice data will be removed from the Mailchimp account. However, the best thing is that the disconnection will not hamper the data placed in QBO. Once you are all set to disconnect the integration of QBO with Mailchimp, perform the steps below. 

1. Firstly, you have to open your Mailchimp account and then choose the Integrations icon. 
2. Afterward, the users must locate and pick the Mailchimp for QuickBooks Online integration option. 
3. Once you have performed the above steps, hit the Disconnect option. 
4. Ultimately, you must confirm that you want to disconnect the integration by hitting the Disconnect button again. 

Drawing to a Conclusion!!

We ensure you can easily connect QuickBooks Online with Mailchimp by following the stepwise instructions in this post. If you require further assistance regarding the integration of the accounts, feel free to speak with our QB professionals for immediate response.