Product Sync Rules
Manage how products are identified and matched between HubSpot and QuickBooks. Here, you will select the method of item search that best suits your needs, ensuring accurate invoice creation.
You can select either Select Search Parameters or Set Custom Mappings.
Select Search Parameters: Choose this method to set specific parameters for searching products in QuickBooks when the integration is triggered.
Furthermore, you can choose the action to be taken if a product from HubSpot isn't found in QuickBooks:Do not generate an invoice: Select this option to avoid creating an invoice when an item isn't found in QuickBooks.
Use a Default Item: When a HubSpot product isn't found, it uses a default QuickBooks item to generate invoices. This ensures uninterrupted invoice creation with the QuickBooks item number and relevant invoice details. If you select this option, you must specify a default item from your QuickBooks item list.
Create a new product in QuickBooks: This option automatically generates a new item entry in QuickBooks when a matching item isn't found using product details from HubSpot.
