Reach more customers and grow profitability all in one place—with the combined power of Mailchimp and QuickBooks.
Sync customer data to work smarter
Simplify money management and strengthen customer relationships when you connect Mailchimp and QuickBooks
Easily manage the revenue you generate from Mailchimp, by accepting payments, managing books & taxes, and paying bills in QuickBooks.**
Let AI handle repetitive tasks, like auto-tracking income & expenses and generating invoices. It can even optimize email content to boost performance.
Get insights into your expenses and cash flow in QuickBooks. Apply them to target your marketing campaigns in Mailchimp.*
Get QuickBooks and Mailchimp,
connect, and grow
Select your QuickBooks and Mailchimp plans
Purchase and set up QuickBooks
Purchase and set up Mailchimp
Sync customer data for instant business insights
First, select a plan to learn more
You can customize and purchase one or both products next.
Frequently asked questions
No, Mailchimp and QuickBooks are billed separately. You will receive individual invoices for each service based on the plans you choose.
No, changes to your Mailchimp or QuickBooks plan will not impact the other. You can upgrade, downgrade, or cancel one service without affecting the other.
No, you are not required to merge your customer or purchase data. The integration is optional and designed to help you sync relevant data from QuickBooks into Mailchimp.
Yes
No, the integration only syncs data from QuickBooks into Mailchimp. Data does not flow from Mailchimp back into QuickBooks.
Our integration syncs real-time data from QuickBooks into Mailchimp giving you accurate, organized and info-rich insights. Send targeted multi-channel campaigns by using automations crafted based on everything you know about your clients.
Yes. There is no cost to integrate Mailchimp with QuickBooks, and integration can be used on a free Mailchimp plan. However, a paid subscription is required for QuickBooks. Additionally, if you want to use advanced segmentation or automation features within Mailchimp, an upgrade to a higher-tier Mailchimp plan may be required.
Customer Names, Email Addresses, Physical Addresses, Invoices Paid, Sales Receipts: Total Amount + Products Purchased, Dates Purchased
Tags, Segmentation, Automations, Customer Journey Builder, QuickBooks Audience Dashboard, and Inbox
No, you can use each service independently. The integration is optional and designed to help businesses that want to leverage QuickBooks data for email automation, segmentation, and marketing in Mailchimp.
Both Mailchimp and QuickBooks are owned by Intuit, the same parent company. However, they operate as separate platforms with their own pricing and features.
Yes, you can control which data is imported into Mailchimp to ensure you are only syncing the information that is relevant for your marketing campaigns.
QuickBooks Terms
*Offers terms
QuickBooks Online and/or QuickBooks Workforce - Free 30-Day Trial: Free trial applies to the monthly base price for the first thirty (30) days of new subscriptions to QuickBooks Online and/or Workforce. You’ll automatically be charged at the end of the free trial and on a monthly basis thereafter at the then-current price for the service(s) you’ve selected until you cancel. Free trial does not apply to per-employee fees, per-contractor fees or state tax filing fees for QuickBooks Workforce, or to other add-on fees or services. To be eligible for this offer, you must be a new QuickBooks Online and/or Workforce customer, as applicable, and sign up for a monthly plan using the 30-day free trial option. Offers for the same product cannot be combined. Intuit reserves the right to modify or terminate this offer at any time for any reason in its sole discretion.
QuickBooks Online and/or QuickBooks Workforce - Introductory Discount Offer: The listed discount is applied to the monthly base price for new subscriptions to QuickBooks Online and/or Workforce for the first 3 months (the “Introductory Period”). After the Introductory Period, you’ll be charged on a monthly basis thereafter at the then-current price for the service(s) you’ve selected until you cancel. Discount does not apply to per-employee fees, per-contractor fees or state tax filing fees for QuickBooks Workforce, or to other add-on fees or services. To be eligible for this offer, you must be a new QuickBooks Online and/or Workforce customer, as applicable, and sign up for the monthly plan using the 3-month discount option. Offers for the same product cannot be combined. Intuit reserves the right to modify or terminate this offer at any time for any reason in its sole discretion.
Intuit Expert Assisted - Free 30-Day Trial: Access expert guidance when you add the thirty (30) day free trial of Intuit Expert Assisted services (“Expert Assisted”) to your purchase of a QuickBooks Online subscription. Offer is not available with free trials of QuickBooks Online. Expert Assisted will not automatically renew at the end of the free trial. Free trial does not apply to add-on fees or services. To be eligible for this offer, you must be a new QuickBooks Online customer and sign up for Intuit Expert Assisted using the "Free for 30-Days with no auto-renew” option. Offers for the same product cannot be combined. Intuit reserves the right to modify or terminate this offer at any time for any reason in its sole discretion.
**QuickBooks features
Annual percentage yield: The annual percentage yield ("APY") is accurate as of December 9, 2024, and may change at our discretion at any time. The listed APY will be paid on the average daily available balances distributed across your created envelopes within your primary QuickBooks Checking account. Balances held outside an envelope will not earn interest. See Deposit Account Agreement for terms and conditions.
Envelopes: You can create up to 9 Envelopes within your primary QuickBooks Checking account. Money in Envelopes must be moved to the available balance in your primary QuickBooks Checking account before it can be used. Envelopes within your primary QuickBooks Checking account will automatically earn interest once created. At the close of each statement cycle, the interest earned on funds in your Envelopes will be credited to each Envelope in proportion to the average daily balance of each Envelope. See Deposit Account Agreement for terms and conditions.
Intuit Expert Assisted: QuickBooks Online subscription required. Supported topics subject to change. Excludes bookkeeping and tax preparation services, each of which are sold separately. Additional terms and conditions apply.
Receipt capture: Requires QuickBooks Online mobile (“QBM”) application. The QuickBooks Online mobile app works with iPhone, iPad, and Android phones and tablets. Devices sold separately; data plan required. Not all features are available on the mobile apps and mobile browser. QuickBooks Online mobile access is included with your QuickBooks Online subscription at no additional cost. Data access is subject to cellular/internet provider network availability and occasional downtime due to system and server maintenance and events beyond your control. Product registration required.
Collaborate with your accountant: You can connect up to the following for each product: 1 billable user and 2 accounting firms for QuickBooks Online Simple Start, 3 billable users and 2 accounting firms for QuickBooks Online Essentials, 5 billable users and 2 accounting firms for QuickBooks Online Plus, 25 billable users and 3 accounting firms for QuickBooks Online Advanced. Accounting firms must connect using QuickBooks Online Accountant.
QuickBooks Payments: QuickBooks Payments account subject to eligibility criteria, credit and application approval. Subscription to QuickBooks Online is required.
Mileage tracking: Mileage tracking is only available to the master administrator of the QuickBooks Online account. Requires QuickBooks Online mobile (“QBM”) application. The QuickBooks Online mobile app works with iPhone, iPad, and Android phones and tablets. Devices sold separately; data plan required. Not all features are available on the mobile apps and mobile browser. QuickBooks Online mobile access is included with your QuickBooks Online subscription at no additional cost. Data access is subject to cellular/internet provider network availability and occasional downtime due to system and server maintenance and events beyond your control. Product registration required.
QuickBooks Checking Account opening is subject to identity verification and approval by Green Dot Bank.
QuickBooks and Intuit are a technology company, not a bank. Banking services provided by our partner, Green Dot Bank.
Payments’ Merchant Agreement applies. QuickBooks Payments account subject to credit and application approval. Subscription to QuickBooks Online required.
Deposit Sweep Program: Cash balances above $250,000 will be automatically swept from Green Dot Bank and equally spread across our participating financial institutions, providing you with up to $5 million in FDIC insurance coverage. Customers are responsible for monitoring their total assets at each institution. Learn more and see a list of participating institutions here
Mobile signatures: Requires QuickBooks Online mobile application. The QuickBooks Online mobile app works with iPhone, iPad, and Android phones and tablets. Devices sold separately; data plan required. Not all features are available on the mobile apps and mobile browser. QuickBooks Online mobile access is included with your QuickBooks Online subscription at no additional cost. Data access is subject to cellular/internet provider network availability and occasional downtime due to system and server maintenance and events beyond your control. Product registration required.
Pay-enabled invoices: Requires a separate QuickBooks Payments account which is subject to eligibility criteria, credit and application approval. Additional fees may apply. Additional terms and conditions apply.
Third party apps: Third party applications available on apps.com. Subject to additional terms, conditions, and fees.
Automated 1099 e-file & delivery: Prepare your 1099s in QuickBooks at no extra charge. If you choose the 1099 E-File Service, Intuit will e-file your Federal 1099 information with the IRS, and then print and mail a copy directly to your contractors; fees apply. As part of the paid 1099 E-File Service, we also give your contractors online access to their 1099s. State filing not included. You should check with your state agency on any state filing requirements.
Accelerated Invoicing: QuickBooks Online Advanced supports the upload of 1000 transaction lines for invoices at one time. 20% faster based off of internal tests comparing QuickBooks Online regular invoice workflow with QuickBooks Online Advanced multiple invoice workflow.
Account team benefits for Priority Circle: Only available with a paid subscription. Trial customers have access to QuickBooks Online Advanced product experts.
Priority Circle: Access to Priority Circle and its benefits are available only to customers located in the 50 United States, including DC, who have an active, paid subscription to QuickBooks Desktop Enterprise or QuickBooks Online Advanced. Eligibility criteria may apply to certain products. When customers no longer have an active, paid subscription, they will not be eligible to receive benefits. Phone and messaging premium support is available 24/7. Support hours exclude occasional downtime due to system and server maintenance, company events, observed U.S. holidays and events beyond our control. Intuit reserves the right to change these hours without notice. Terms, conditions, pricing, service, support options, and support team members are subject to change without notice.
Automatic data backup and recovery: QuickBooks Online uses technical and administrative security measures such as, but not limited to, firewalls, encryption techniques, and authentication procedures, among others, to work to maintain the security of your online session and information.
#Claims
1. Over 40x U.S. average APY: Average interest rate: The average interest rate is based on the Federal Deposit Insurance Corporation's national rate published the week of October 16, 2023. Learn more. Terms, conditions, pricing, special features, and service and support options subject to change without notice.
Mailchimp Terms
*Overages apply if contact or email send limit is exceeded.
*14 day free trial: The first fourteen (14) days of subscription to Mailchimp Standard or Essentials (as applicable, each, a “monthly plan”), starting from the date of enrollment, is free (“Free Trial”). Valid payment information must be provided at the time of enrollment. You will be notified via e-mail of the approaching expiration of your Free Trial prior to the expiration date. To be eligible for the free trial offer, you must be a new Mailchimp customer or an existing Free Marketing Plan customer with an account created within the last 90 days in select countries and sign up for a Standard or Essentials plan using the "Start Free Trial" option (or similar wording). Offer is limited to one per Mailchimp account and cannot be combined with other Mailchimp offers and offers are not eligible to be applied consecutively. Offer is available for a limited time only and does not apply to add-on fees or one-time fees, including but not limited to transactional email (fka Mandrill) charges, SMS Marketing, Website plans, pay as you go credits, or Google ads. Once the Trial Period ends, you will be charged on a monthly or annual basis, as applicable, at the then-current rate for the paid marketing plan you have selected based on your contacts and emails sends until you cancel, change to a different paid monthly or annual marketing plan, or change to a Free Marketing Plan. If you purchase an annual Paid Marketing Plan while on a free trial, your free trial will immediately terminate upon purchase. See full offer terms. Terms, conditions, pricing, special features, and service and support options subject to change without notice.
Free Plan includes up to 500 contacts. The monthly email send limit for the Free plan is 1,000 sends (daily limit of 500). Sending will be paused if contact or email send limit is exceeded.
Essentials Plan includes 500 contacts. Select your audience size to calculate your price. The monthly email send limit for Essentials plans is 10 times your maximum contact count.
Standard Plan includes 500 contacts. Select your audience size to calculate your price. The monthly email send limit for Standard plans is 12 times your maximum contact count.
Premium Plan includes 10,000 contacts. Select your audience size to calculate your price. The monthly email send limit for Premium plans is 15 times your maximum contact count.
Non-USD Pricing: Actual price may vary. Prices displayed are estimates based on current exchange rates. Exact amount charged will vary and depends on the exchange rate at the time of payment processing. Prices displayed exclude any applicable taxes and fees, which will be added to the cost of all services purchased. For exact base pricing please refer to prices listed in USD.
#Disclaimers
1. SMS Marketing: SMS is available as an add-on to paid plans in select countries. Application and agreement to terms is required before purchasing credits. Messages can only be delivered to contacts in the country selected. Australia messaging available only for contacts with +61 country code. SMS credits are added to your account after purchase and approval. Credits are issued monthly and unused credits expire and do not roll over. MMS only available for Standard and Premium plans sending to US and Canada contacts. Pricing varies. Click here for details.
2. Intuit Assist: Intuit Assist functionality (beta) is available to certain users with Premium, Standard and Legacy plans in select countries in English only. Access to Intuit Assist is available at no additional cost at this time. Pricing, terms, conditions, special features and service options are subject to change without notice. Availability of features and functionality varies by plan type. Features may be broadly available soon but represents no obligation and should not be relied on in making a purchasing decision. For details, please view Mailchimp’s various plans and pricing.
3. Phone support: All calls with the Mailchimp support team are currently only available in English.
4. Custom Premium pricing: For users with more than 250,000 contacts, several plan options are available to align monthly email limits to your marketing needs. Please contact sales for further details and pricing.
5. Premium Free Trial: For qualified new customers, a 1-month free trial of the Premium plan is available. Please contact sales for further details.
6. Annual Plans: For Premium and Standard 10,000+ contact plans, annual plans are available. Contact sales to learn about pricing and eligibility.
7. Availability of features and functionality varies by plan type. For details, view plans and pricing.
QuickBooks Online and Mailchimp sold [and billed] separately. Integration available. Availability of features and functionality varies by plan type. Certain functionality described is dependent upon the integration and/or a paid plan. For details, please view Mailchimp's various plans and pricing.
Features
Call Sales: 1-877-202-0537
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