How Do You Easily Connect QuickBooks Online with Mailchimp?

QuickBooks Online Mailchimp Integration

Do you like the idea of collaborating email marketing with QuickBooks? Have you ever considered this idea to be a good one? In case you have not, then give a thought as you can QuickBooks online mailchimp integration. This particular collaboration can bring in a lot of changes in the game of email marketing campaigns and accelerate your business sales.

With this integration, you can use the customer’s data in QuickBooks and design custom messaging by creating a segment in your audience. This will help you in engaging more customers or re-engage with the existing one. However, in order to do all this, you have to first collaborate QuickBooks with Mailchimp.

What are the benefits of QuickBooks Online Mailchimp Integration?

According to each business domain, there are different types of customer segments. However with this unique and exciting integration of QuickBooks with MailChimp, there is no limitation. Email marketing mainly applies to all business sectors. It is a way you can combine features of both QuickBooks Online Mailchimp Integration.

  • With this collaboration, you can get the feature of automatic synchronization of customer data, transactions, and invoices in QuickBooks with Mailchimp. This will help you in targeting customers with special campaigns. With the help of integration, it is possible to eliminate the need to contact each customer manually. Manually engaging with customers can be a tiring process which QuickBooks helps in solving.
  • You can create multi-channel marketing campaigns using in-build Mailchimp Segmentation tools, tags, and automation by utilizing financial insights and understanding purchase patterns. This can help you in gaining new customers and get a firm hold on the business market.
  • If you want to re-engage with your existing customers, use Mailchamp to its fullest. With its automated messaging, you can be active among your existing customers. This will create a good image of you in the market which will bring in more customers.
  • With this, you even get a clear view of what your customers want. Understanding their requirements is an important duty that you need to see. With Mailchamp, it will be easy to detect what they need.

What are the steps included to connect QuickBooks Online and MailChimp?

These are the steps included to connect, review, and use the QuickBooks Online contacts in Mailchimp:

Step 1: Integrate both the Accounts

  • First sign in to the Mailchimp account, click the integration icon, and choose Mailchimp for QuickBooks Online.
  • Click on the Dropdown menu.
  • Select on the Mailchimp audience you wish to sync the QuickBooks Online customers to.
  • Under the select contact status field, click on the dropdown menu and select the following status that you might need for the new QuickBooks contacts:
  1. Subscribed contacts have agreed to accept the marketing materials
  2. Unsubscribed contacts haven’t agreed to receive the marketing materials.
  • Now choose the “connect to QuickBooks” option, then enter the QuickBooks login details in the Email Id or user Id and password fields, and click the Sign In option.
  • Now if you have multiple QuickBooks accounts, choose your company and then click Next.
  • Choose the connect option to import all the contacts after you read the comments.
  • As you follow the steps above, QB will automatically sync all the customers or transactions in the future.

Step 2: Review the imported contacts

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All the contacts will synced after the mailchimp integration with QuickBooks Online. To confirm if the process completed or not, review both your audience and the recently imported contacts by the steps laid out below:

Move to the mailchimp account and click on the audience icon

Now from the Audience Dashboard, move to the recent growth section. In this section, you can review the newly updated contacts.

Alternatively, under the tags section, you can now review your contacts by the way they tagged. The new QuickBooks contacts tagged as QuickBooks customers.

Step 3: Utilize the new contacts

After you connect QuickBooks Online and Mailchimp, the final step is understanding and getting a clearer picture of using Mailchimp’s marketing tools. It is important that you use these tools to get accurate, organized and informative insights to send automated campaigns so that you can target your QuickBooks contacts specifically. To do this, you first need to.

  • Create email campaigns from the QuickBooks dashboard.
  • Send these campaigns to suggest segments.

How do you disconnect the QuickBooks Online & Mailchimp Integration?

Disconnecting QuickBooks online Mailchimp integration can be a daunting task. However, you can proceed with it. Before starting with it, make sure you keep these few things in mind.

  • All your customer updates will stopped and paused.
  • All the previous order and invoice data synced up with Mailchimp will deleted.
  • The QuickBooks Online customer data will remain the same as the Mailchimp contacts, however you cannot sync any further changes from QuickBooks.
  • The data stored in QuickBooks Online will not affected even when you disconnect the integration.

What are the steps included to disconnect Mailchimp Integration with QuickBooks Integration?

  • Sign in to your Mailchimp account and click on the Integrations icon.
  • Now from there, find and choose the option Mailchimp from QuickBooks Online Integrations and click on disconnect.
  • At last, give a confirmation, and choose to disconnect again.

Conclusion

So this is all the information we have gathered on the integration between QuickBooks Online and Mailchimp. This integration is very important for business holders to understand. So, hopefully, this article will provide you with all the information you are looking for. However, if you face any issues, do not hesitate to get in touch with our experts.

Frequently Asked Questions(FAQs)

Q. How long does the process of connecting QuickBooks online and Mailchimp take?
Ans. The estimated duration that syncing QuickBooks online with Mailchimp can take actually depends on your audience size. This audience often referred to as Lists. Until now, a rough idea is 48 hours for the integration.

Q. What data can be synced when you connect QuickBooks Online with Mailchimp?
Ans. With this particular integration, you can sync over the following marketing and financial data:

  1. Audience
  2. Sales Receipts (total amount, Product/services purchased)
  3. Email Addresses
  4. Date of Purchases (s)
  5. Invoices Paid
  6. Contacts
  7. Behaviors/contact Activity

Q. What is the procedure to do Mailchimp Integration?
Ans. Here is the procedure

  • Step 1: Buy a QuickBooks Online Plan
    The first and foremost thing you need to do is buy a plan that fits your business plan. Depending upon the type of business and its size, you decide which plan you need to go for.
  • Step 2: Sign up for Mailchimp
    At first, start with the Mailchimp free version for an easy to use platform that helps you to create an audience of your QuickBooks contacts that will help you in boosting sales and profits.
  • Step 3: Connect QuickBooks online with Mailchimp
    Add all the details in your QuickBooks. Now these details will automatically synced to Mailchimp to create compelling campaigns with less work.

Q. Is Mailchimp Integration now available for QuickBooks?
Ans. Yes, all the QuickBooks Online users can integrate their accounts with Mailchimp. By connecting both of your accounts, you can easily sync the QuickBooks Online customer information and utilize the information. This will help you in creating personalized campaigns.

Q. Is it important for you to have a Mailchimp Account?
Ans. Yes, it is important for you to have a Mailchimp account if you want to initiate the integration process. Connect an existing account or sign up if you don’t have any Mailchimp account. Depending upon your requirements, you can use a free or paid plan.

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