Customer Sync Rules
Define Search Parameters: Set search preferences to match HubSpot companies with QuickBooks customers using specific fields, reducing duplicates by verifying existing records. Select a field (such as Company Name) from a drop-down in HubSpot for the customer sync rules and select a corresponding field (Customer Name) from the drop-down in QuickBooks. Click "Save".
Enable Primary Sync Contact
This feature is essential for businesses dealing directly with consumers, allowing seamless addition of individual contacts from HubSpot to QuickBooks as customers when there's no associated company. Therefore, if this is the case, check “Enable Primary Sync Contact.” From the "HubSpot Contact Identifier" dropdown menu, select the HubSpot field that uniquely identifies your contacts, such as person name and email.
From the "QuickBooks Contact Field" dropdown menu, select the corresponding field in QuickBooks that should be used to match and identify the same contact. This should also be a unique identifier like an email address or customer number in QuickBooks. Click "Next".
Select the HubSpot field that will store the value of the auto-generated QuickBooks contact number field. You can also choose not to store it anywhere in HubSpot. It helps with integrated tracking, or you can opt not to retain this number within HubSpot for a cleaner dataset.
After you have selected the parameters, scroll down and click "Save".
