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Getting Started

Overview

Prerequistes

Installation

Connect QuickBooks account

Check Subscription Plans

Invoice/Estimate Rules

Customer Search Rules

Product Search Rules

Configuration

Getting Started

Customer Settings

Product Settings

Invoice/Estimate Settings

Get the Most Out of the App

FAQs - Frequently Asked Questions

Explore App Features

Check Subscription Plans

View in marketplace

Table of Content

Select the subscription plan according to your requirements There are four plans:

Free Trial: 15 free syncs to try the integration with basic data sync features between HubSpot and QuickBooks.
Basic: Priced at USD 15/month, it offers unlimited sync and financial updates for customer data from QuickBooks.
Premium: At USD 30/month, this plan includes comprehensive sync for customers, products, and invoices, along with financial updates and replay functionality for HubSpot activity logs.
Custom: This plan is tailored to individual business needs and provides a bespoke integration solution with dedicated support, priced on a quote basis.

Got unique integration needs?

Our custom team can build tailored integrations, specialized data mappings, and workflow automations to perfectly match your specific business processes.

Advanced Integration Settings

Connect QuickBooks account

Invoice/Estimate Rules

Need help?

Our support team is ready to assist. Reach us through the following channels:

support@cloudify.biz

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