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HubSpot QuickBooks

Getting the Most Out of the App

FAQs - Frequently Asked Questions

FAQs - Frequently Asked Questions

Tip

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

Q: What exactly does this integration do?

This integration helps you:

  • Turn your HubSpot deals into QuickBooks invoices or estimates

  • Keep your HubSpot and QuickBooks product and customer data in sync

  • View financial information within HubSpot contact and companies

Q: What exactly does this integration do?

This integration helps you:

  • Turn your HubSpot deals into QuickBooks invoices or estimates

  • Keep your HubSpot and QuickBooks product and customer data in sync

  • View financial information within HubSpot contact and companies

Q: What exactly does this integration do?

This integration helps you:

  • Turn your HubSpot deals into QuickBooks invoices or estimates

  • Keep your HubSpot and QuickBooks product and customer data in sync

  • View financial information within HubSpot contact and companies

Q: My HubSpot deal has moved to the required deal stage. Where do I check if the invoice/estimate creation was successful?

Open the 'Notes' section in your HubSpot deal to view the integration updates. You will find the PDF copy of the successful invoice/estimate. If the integration ran into any errors, complete error details will be shown as well. You can make necessary changes and then click on the 'Replay' button in the note to re-run the integration.

Q: My HubSpot deal has moved to the required deal stage. Where do I check if the invoice/estimate creation was successful?

Open the 'Notes' section in your HubSpot deal to view the integration updates. You will find the PDF copy of the successful invoice/estimate. If the integration ran into any errors, complete error details will be shown as well. You can make necessary changes and then click on the 'Replay' button in the note to re-run the integration.

Q: My HubSpot deal has moved to the required deal stage. Where do I check if the invoice/estimate creation was successful?

Open the 'Notes' section in your HubSpot deal to view the integration updates. You will find the PDF copy of the successful invoice/estimate. If the integration ran into any errors, complete error details will be shown as well. You can make necessary changes and then click on the 'Replay' button in the note to re-run the integration.

Q: Will the invoice/estimate be directly sent to my customer after it is created?

No. The integration only creates a draft invoice/estimate in QuickBooks. It won't be automatically sent to your customers. You'll need to send it to your customer manually for now.

Q: Will the invoice/estimate be directly sent to my customer after it is created?

No. The integration only creates a draft invoice/estimate in QuickBooks. It won't be automatically sent to your customers. You'll need to send it to your customer manually for now.

Q: Will the invoice/estimate be directly sent to my customer after it is created?

No. The integration only creates a draft invoice/estimate in QuickBooks. It won't be automatically sent to your customers. You'll need to send it to your customer manually for now.

Q: How do I just create a customer in my accounting system from Hubspot if I don't want to create an invoice/estimate?

Manually open each company or contact in Hubspot respectively and click on "Update" in the CRM card.

Q: How do I just create a customer in my accounting system from Hubspot if I don't want to create an invoice/estimate?

Manually open each company or contact in Hubspot respectively and click on "Update" in the CRM card.

Q: How do I just create a customer in my accounting system from Hubspot if I don't want to create an invoice/estimate?

Manually open each company or contact in Hubspot respectively and click on "Update" in the CRM card.

Q: Can I connect my HubSpot account with multiple QuickBooks accounts using Cloudify's app?

No. You can only connect one QuickBooks account to one HubSpot account at a time. However, you can connect a new QuickBooks account if needed, by disconnecting the existing QuickBooks connection.

Q: Can I connect my HubSpot account with multiple QuickBooks accounts using Cloudify's app?

No. You can only connect one QuickBooks account to one HubSpot account at a time. However, you can connect a new QuickBooks account if needed, by disconnecting the existing QuickBooks connection.

Q: Can I connect my HubSpot account with multiple QuickBooks accounts using Cloudify's app?

No. You can only connect one QuickBooks account to one HubSpot account at a time. However, you can connect a new QuickBooks account if needed, by disconnecting the existing QuickBooks connection.

Q: I am unable to import my QuickBooks customer and product data to HubSpot with this application.

The integration syncs customer and product data from HubSpot to QuickBooks only, not the other way around.

Q: I am unable to import my QuickBooks customer and product data to HubSpot with this application.

The integration syncs customer and product data from HubSpot to QuickBooks only, not the other way around.

Q: I am unable to import my QuickBooks customer and product data to HubSpot with this application.

The integration syncs customer and product data from HubSpot to QuickBooks only, not the other way around.







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