Product Search Rules define how products from HubSpot are matched with those in QuickBooks, enabling a simple field-based matching or a direct connection without searching to ensure accurate product syncing and invoicing.

• Simple Search

This feature is used to match products between HubSpot and QuickBooks by correlating a specific field, such as SKU or product number. It's particularly useful for users who have long product lists. Choose the corresponding field in HubSpot and QuickBooks for automatic identification from the respective dropdowns.

• Direct Link

Select this method to link specific products one-to-one between HubSpot and QuickBooks directly. This option is particularly beneficial when the product count is low, allowing for precise, manual matching of each product.