Integrations

Use HubSpot's integration with QuickBooks

Last updated: September 21, 2020

Applies to:

All products and plans

Use the QuickBooks integration with Hubspot to create invoices directly from the deal record in HubSpot, view invoice information and see payment events on the deal timeline.

Install the integration

  • In your HubSpot account, click the Marketplace icon marketplace in the main navigation bar, then select App Marketplace.
  • In the upper right, click Visit App Marketplace.
  • Use the search bar to search for the Quickbooks integration. Hover over it and click View integration.
  • Click Connect App, and log in using your QuickBooks Online details. 

Please note: you must have access to your QuickBooks Online account credentials to install this integration. If you are unsure of your login credentials, you will need to reach out to your QuickBooks admin.

  • Once the integration is successfully connected it will be listed in your Connected Apps section. 
  • You can connect multiple accounts by navigating to the Marketplace icon marketplace in the main navigation bar. Under Manage, select Connected apps.
  • Select QuickBooks Online, and click Connect QuickBooks account in the upper right. You can also disconnect your account by selecting Disconnect.

Please note: only invoices created in HubSpot will be automatically visible in your HubSpot account. To view invoices created in your Quickbooks account, they must be added to HubSpot.

Using the integration

Use the QuickBooks Online integration to create invoices from your deal record, view invoice information and status, and see payment events on the deal record timeline.

Please note: if an invoice in QuickBooks is in a different currency than the HubSpot deal it is syncing with, HubSpot will not sync the invoice data from Quickbooks to the deal properties.

Create invoices

  • In your HubSpot account, navigate to Sales > Deals.
  • Click the name a deal record.
  • In the right panel, in the Invoices section, click Create Invoice.
create-invoice-quickbooks
  • If you have multiple accounts, select a QuickBooks account from the dropdown, and click Next.
  • Select if you want to create your invoice from an existing quote or Create from scratch.
    • If you select Create from quote, HubSpot will try to match your quote details to your QuickBook records. If no matching customer can be found, you can select a customer from the dropdown or click create a new Quickbooks customer
    • If you select Create from scratch, HubSpot will try to match your deal details to your QuickBook records. If no matching customer can be found, you can select a customer from the dropdown or click create a new Quickbooks customer.
  • Click Next.
select-customer-quickbooks
  • Click Add products from QuickBooks to select existing products from QuickBooks to add to your invoice. Once you have added your products, click Next.
add-products-quickbooks

Please note: for international accounts, you can add tax codes to your invoice and perform a multiple currency sync. 

  • Select the Payment terms, Invoice create date and Invoice due date for your invoice.  
  • In the Write a message to your customer section, write the text that will appear on your customer’s invoice, then click Next.
invoice-payment-quickbooks
  • Review your invoice details. Click Previous to go back and edit your invoice details. 
  • To create your invoice in QuickBooks, click Create draft invoice.
  • Click the name of the invoice in the Invoices section to view a preview of your invoice.
  • Your invoice is now ready to be sent from your Quickbooks account.

 

Once your invoice has been created, it will be tagged with one of the below stages:

  • Waiting to be sent: the invoice has not been sent to the customer.
  • Sent to customer: the invoice has been sent to the customer.
  • Partial payment: the invoice has been partially paid.
  • Paid in full: the invoice has been paid in full.
  • Overdue: the invoice is past its payment date and is now overdue.

Add an existing invoice 

  • In your HubSpot account, navigate to Contacts, Companies or Deals.
  • Click the name of a record.
  • In the right panel, in the Invoices section, click Add existing invoice.
    add-existing-invoice-quickbooks
  • If you have multiple accounts, select a QuickBooks account from the dropdown, and click Next.
  • Search for and select the checkbox to the left of the invoice. Click Add.
  • The invoices associated with the record are listed in the Invoices section on the record.
    invoice-deal-record

Trigger workflows and create custom reports

When the QuickBooks 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:

  • Invoice amount billed
  • Invoice recipient
  • Invoice number
  • Invoice status 
  • Invoice due date

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. 

Turn on contact sync

  • In your HubSpot account, click the settings icon settings in the main navigation bar.
  •  In the left panel, navigate to Integrations > Connected apps, then click Quickbooks Online.
  • Click the Contacts tab.
  • To sync Quickbooks customers with your HubSpot contacts, click to toggle the switch on.

quickbooks-contact-sync

  • In the Creating and updating contacts section, use the dropdown menu to decide what happens when associated contacts are created or updated in Quickbooks.
  • In the Deleting contacts section, use the dropdown menu to decide what happens when associated contacts are deleted in Quickbooks.
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