Getting Started
Installation
Configuration
Get the Most Out of the App
Log in to your HubSpot account and search for the ‘QuickBooks Integration’ app in HubSpot Marketplace.
Click "Install app"
Proceed by clicking on "Sign in" button
Select the account you want to use to install the QuickBooks app and click "Choose Account".
Select the checkbox and click on "Connect app".
Click on "Quick Install".
Click on “Select” to connect your QuickBooks account.
Input your QuickBooks registered email address and password, and click on "Continue":
You will receive a successful message. Click anywhere on the screen to move to the next step.
Click on "Continue". The QuickBooks account is now successfully connected to your HubSpot.
Our custom team can build tailored integrations, specialized data mappings, and workflow automations to perfectly match your specific business processes.
Need help?
Our support team is ready to assist. Reach us through the following channels:
support@cloudify.biz
Schedule a call
