Invoice/Estimate Settings

Invoice/Estimate Settings

Customize how invoices or Estimates are generated in QuickBooks by linking them to your HubSpot sales flow. You can add a new Pipeline or delete the previous one.

  • Click "Select a Pipeline". Choose the relevant pipeline.


    Invoice/Estimate Settings


  • Select "Deal Stage". Choose the relevant Deal stage.


    Invoice/Estimate Settings


  • Select "Invoice/Estimate" Creation


    Invoice/Estimate Settings


  • Click "Add Pipeline".


    Invoice/Estimate Settings


  • You can attach PDFs of your successfully generated invoices to the deal by clicking "Attach a PDF of the invoice/estimate in deal". Click "Save".


    Invoice/Estimate Settings


  • Invoice/Estimates Field Mappings

This option allows you to align and transfer invoice-related data from HubSpot to QuickBooks, giving you control over how each piece of data is represented in the invoicing process. This ensures that every detail from HubSpot corresponds accurately to the related field in QuickBooks, facilitating a consistent and error-free invoicing workflow.

  • Click "Edit"


    Invoice/Estimate Settings


  • Select the option from the drop-down box.


    Invoice/Estimate Settings


  • Click "Save".


    Invoice/Estimate Settings


  • Click "Save Mappings".


    Invoice/Estimate Settings