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Connect QuickBooks Online and Mailchimp

by Intuit Updated 1 month ago

Putting your QuickBooks Online accounting data to work with Mailchimp’s marketing tools can increase the impact of your marketing campaigns, speed up your sales, and accelerate your business growth.  Once synced, you can use your QuickBooks data to segment your audience in Mailchimp and create custom messaging to get new customers or re-engage with existing ones.

For the free Mailchimp integration select Customers & leads and Marketing within the left-hand navigation bar of QuickBooks Online. If you do not have a Mailchimp account, you will need to sign up to take advantage of the service.

Once you have an account, we’ll show you how to connect QuickBooks Online and Mailchimp, review your new contacts imported from QuickBooks, and go over what you can do after the integration is set up. We’ll also show you how to disconnect QuickBooks and Mailchimp, if you need to.

Step 1: Understand the QuickBooks Online and Mailchimp integration

When you set up the QuickBooks Online and Mailchimp integration, you’ll select the audience you want your QuickBooks customer and invoice data to sync with. Then, when the data syncs, your QuickBooks customers import as new contacts for the audience. The new contacts are tagged in Mailchimp as QuickBooks Online contacts, which makes it easy to identify them for specific marketing efforts.

Find out more about Mailchimp contact types, and the importance of your Mailchimp audience.

Step 2: Connect QuickBooks Online and Mailchimp

Here’s how to set up your QuickBooks and Mailchimp integration:

  1. In your Mailchimp account, select the Integrations icon.
  2. Select QuickBooks Online Beta
  3. In the Select an audience field, select the ▼ dropdown.  Then choose the Mailchimp audience you want to sync your QuickBooks Online customers to.
  4. In the Select contact status field, select the ▼ dropdown. Then choose the status that you want for your new QuickBooks contacts. Keep in mind that:
    • Subscribed contacts have agreed to receive your marketing.
    • Not Subscribed contacts have not opted into receiving marketing materials.
  5. Select Connect
  6. Enter your QuickBooks login info in the Email or user ID and Password fields. Then select Sign In
  7. If you have more than one QuickBooks Online account, select your company.  Then select Next
  8. Read the permissions and then select Connect
  9. This will sync your accounts and import your contacts. When the sync is finished, you’ll see a success message on the integration page.

Step 3: Review your imported contacts

After you connect your QuickBooks and Mailchimp accounts and your contacts are synced, you can review both your audience and the newly imported contacts.

  1. In Mailchimp, select the Audience icon.
  2. On the Audience dashboard, review your updated contacts in the Recent growth section.
  3. In the Tags section, you can also review your contacts by how they’re tagged. You’ll see your new QuickBooks contacts tagged as QuickBooks Customers. 

Step 4: Use your new contacts in Mailchimp

After you connect your QuickBooks Online account to Mailchimp, learn how to harness Mailchimp’s marketing tools for your QuickBooks contacts.  Check out how to work with audience segments, how to use classic automations, and how to get started with campaigns.

Disconnect the QuickBooks Online and Mailchimp integration

If you need to disconnect your integration, we’ll show you how. Here’s a few things to keep in mind when you disconnect QuickBooks Online from your Mailchimp account.

  • All customer updates are paused and any order and invoice data that was previously synced is deleted from Mailchimp. 
  • QuickBooks Online customer data will remain as Mailchimp contacts, but won’t sync any new changes from QuickBooks.
  • Any data stored in QuickBooks Online isn’t affected when you disconnect the integration.  

Here's how to disconnect your QuickBooks and Mailchimp integration:

  1. In your Mailchimp account, select the Integrations icon.
  2. Find and select the QuickBooks Online Beta integration
  3. Select Disconnect.
  4. Confirm your choice to disconnect the integration by selecting Disconnect again.
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