Installation
Advanced Features
QuickBooks Integration
Welcome to the HubSpot-QuickBooks Integration Setup Guide. This comprehensive resource will guide you through the process of connecting your HubSpot and QuickBook accounts, enabling seamless data synchronization and workflow automation between these powerful platforms.
Integration Process Overview
The setup process consists of four main stages:
Getting Started: Initial setup and account connection
Customer Settings: Configure customer data synchronization
Product Settings: Set up product catalog matching
Invoice/Estimate Settings: Define invoice /estimate creation and management rules
Prerequisites
Before beginning the integration process, please ensure you have:
An active HubSpot account with administrative access
An active QuickBooks account with administrative access
Necessary authentication credentials for both platforms
Setup Process Overview
The integration setup consists of these main stages:
Connect QuickBooks account
Invoice/Estimate Rules
Customer Search Rules
Product Search Rules
Check our Subscription Plans
Tip
Always check the Notes section in your HubSpot deal to view the status of your integration run
Important
Always check the Notes section in your HubSpot deal to view the status of your integration run
Need Help? Let's Talk
If you encounter any issues or have further questions, our support team is here to assist you. You can reach us through the following channels: