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Getting Started

Overview

Overview

Welcome to the HubSpot-QuickBooks Online 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.

Tip

Always check the Notes section in your HubSpot deal to view the status of your integration run

Data Flow Between HubSpot and QuickBooks

The table below shows what data is synced between HubSpot and QuickBooks. The data flow is largely unidirectional from HubSpot to QuickBooks except for the invoice/estimate PDF copy imported back into HubSpot as well as paid/unpaid invoice data synced into HubSpot company/contact.

Data Flow between QuickBooks and HubSpot

Got unique integration needs?

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