Last updated: May 17, 2023
Connect your HubSpot account to QuickBooks Online with data sync. After connecting your accounts, you can sync contacts, products, and invoices between the two systems. You can also see payment details on the deal record timeline.
To turn on data sync:
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Once the sync is turned on, data will automatically sync between the two systems. After the initial sync is complete, records will sync within 10 minutes of a change.
You can also customize your sync settings. Learn more about what fields map between HubSpot and QuickBooks Online.
To turn off data sync:
This will prevent records from syncing between HubSpot and QuickBooks Online. Once the sync is turned off, you can click Edit sync settings to turn it on again. Or, click Delete sync to delete the sync.
Data sync currently only supports an automatic one-way sync of invoices from QuickBooks Online to HubSpot. To sync invoices from HubSpot to QuickBooks Online, use the Create an invoice action in a HubSpot workflow.
Learn more about the other available QuickBooks Online workflow actions.
Invoices synced from or manually added to HubSpot from QuickBooks Online can be viewed in HubSpot’s invoice object. You can also create custom invoice object properties. To view the invoice object:
Invoices synced from QuickBooks Online will also appear on the Invoice card on a deal record.
To create custom invoice object properties:
The invoice object can be used to segment contacts, trigger workflows, and create custom reports.
When the QuickBooks Online integration is installed, you can create workflows using the new invoice deal properties listed below. For example, create a workflow that sends a follow-up email to customers who have not paid their invoice by their due date. Or, build a workflow that sends a Slack message to your team each time you collect a payment.
New deal properties include:
Use the new invoice deal properties to create custom reports so you have full visibility into the income your team is generating for the business.
Please note: when syncing multiple invoices to HubSpot to the same deal record, the properties above will be updated by the most recently updated invoice in Quickbooks.