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QuickBooks + HubSpot Integration
QuickBooks (Desktop & Online) is accounting software. Our integration connects customers, customer contacts, invoices and items with HubSpot, so finance and revenue data live alongside the CRM.Our Experience
Method: custom bi-directional integration (Desktop & Online), matched on company name with email backup; QuickBooks Customer ID as unique key.
Built: two-way Customers/Vendors↔Companies/Contacts; Invoices and Items/Products → Custom Objects; billing data surfaced on deals for renewal/revenue reporting.
In plain terms: We link QuickBooks and HubSpot so the same customer isn't maintained twice — records are matched by a unique QuickBooks ID and kept in step both ways. Invoices and product/service items show up in HubSpot against the right company, giving sales visibility into billing and revenue without opening QuickBooks. Works with both Desktop and Online.
- Finance
- Invoicing
Planning a QuickBooks + HubSpot integration?
Tell us which QuickBooks systems, objects and workflows you need to connect. We'll recommend the right integration architecture, sync direction, and implementation approach.
Book a Call
Tell us which QuickBooks systems, objects and workflows you need to connect. We'll recommend the right integration architecture, sync direction, and implementation approach.
Book a Call
Data Sync Objects
| HubSpot Object | QuickBooks Object | Direction |
|---|---|---|
| Companies | Customer / Vendor | Two-way |
| Contacts | Customer Contact | Two-way |
| Custom Objects | Invoice | External → HubSpot |
| Custom Objects | Item / Product | External → HubSpot |
Use Cases
Billing Visibility in the CRM
QuickBooks Invoice flows into HubSpot and on to Renewal & Revenue Reporting.
QuickBooks Invoice → HubSpot → Renewal & Revenue ReportingClean Customer Records
Match customers by a unique QuickBooks ID so the same account isn't maintained twice.
QuickBooks Customer ↔ HubSpot Company (unique Customer ID)Payment Status Automation
QuickBooks Payment flows into HubSpot and on to Paid-stage workflow.
QuickBooks Payment → HubSpot Deal → Paid-stage workflowFeatures
- Two-way customer/company sync
- Vendor records
- Invoice data in HubSpot
- Item/product catalog
- QuickBooks Customer ID as unique key
- Desktop & Online supported
Frequently Asked Questions
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How does the QuickBooks (Desktop & Online) HubSpot integration work?
QuickBooks (Desktop or Online) is accounting software. We build a custom bi-directional integration mapping QuickBooks customers, vendors, invoices and items to HubSpot Companies, Contacts and Custom Objects — matched on company name with email as backup, using the QuickBooks Customer ID as the unique key.
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What data can I sync between QuickBooks (Desktop & Online) and HubSpot?
Customers & vendors ↔ Companies/Contacts (two-way), plus invoices and items → HubSpot Custom Objects.
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Can the integration be customized to our QuickBooks (Desktop & Online) setup?
Yes. Field mappings, per-field sync direction, and Desktop-vs-Online specifics are scoped to your QuickBooks setup.