To connect QuickBooks to Hubspot, users must first click on the settings icon in the Hubspot account. Next, they must go to Integrations and Connected apps. To enable the QuickBooks integration, click on the toggle switch and select the QuickBooks product. Then, select Deals from the Sales drop-down menu and select a deal record by clicking its name. When they’re done, they can click on the Create Invoice button to generate an invoice in the Hubspot account.
The next step is to connect QuickBooks with Hubspot. The Hubspot Quickbooks integration works well with both desktop and online versions of QuickBooks. Once the setup is complete, users can prepare and print invoices, view workflow, create reports, and enable contact and product sync. After the connection is completed, the integration is ready to go. Then, all they need to do is log in to their Hubspot account. Then, click Connected Apps to connect QuickBooks with the Hubspot app.
Create and Manage Contacts for Integration:
When you have finished creating invoices, you can import them into QuickBooks. If you have already created invoices in Hubspot, you just need to copy them. Then, you can export them to the QuickBooks account. You can then send them to the customer through the Invoices tab in QuickBooks.
If you’re planning to integrate Hubspot with QuickBooks, check if your QuickBooks version supports third-party apps. Then, authenticate both the Hubspot and the QuickBooks account. Once you’ve authenticated your account, you’re ready to go. You’ll then need to configure the Connected Apps. Then, click the toggle switch to enable contact sync and export your sales data.
Once you have set up the Hubspot and QuickBooks accounts, you’ll need to sync the data in both places. For example, if you’ve set up the integration, you’ll need to synchronize data in both places. Then, you’ll need to create an invoice in QuickBooks. You can sync the data in real-time or under certain conditions. The best thing about this integration is that it automatically connects the two systems for seamless customer-to-business-to-customer relationship tracking.
How to Sync Data during Hubspot Quickbooks Integration?
The Hubspot Quickbooks Integration allows you to add and match existing invoices. There are also New Invoice Deal Properties that you can use to create Custom Reports. These reports can then be accessed by any user in your Hubspot account. In addition to adding invoices, you can also sync customers’ addresses and other information with QuickBooks.
Once you have the QuickBooks Desktop and Hubspot integration set up, you should check which version of the two software is compatible. If you are using a third-party app, make sure you check whether it is compatible with your system. If it does, authenticate both systems. Once you’re authenticated in both systems, you can then import sales data and customer details.
Completion of Integration:
Once the Hubspot Quickbooks integration is complete, you can start using QuickBooks to sync your data with Hubspot. When you have finished sync, you can now see the deals and draft invoices in your Hubspot account.
Afterward, you can find the deals you’ve imported to QuickBooks by going to the tasks menu in your QBO account and clicking the ‘Edit details’ option. If a deal has exclamation marks, it means you need to review it. After integrating the two applications, click the ‘Connect’ button.
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