How you can Combine QuickBooks with HubSpot

I’ll present you methods to combine QuickBooks with HubSpot, which lets you synchronize your accounting and CRM knowledge between the 2 software program. I’ll stroll you thru every step—from connecting the platforms to choosing what knowledge to sync and methods to configure the info earlier than bringing them over to QuickBooks On-line or HubSpot. I’ll additionally clarify when it’s best to take into account the HubSpot and QuickBooks integration.

Step 1: Log Into QuickBooks & HubSpot

Earlier than beginning, I like to recommend logging in to each QuickBooks On-line and HubSpot. I maintain them open in the identical window in order that I don’t must log in anymore later in the course of the integration.

Step 2: Go to the HubSpot App Market

Word which you could solely arrange the mixing out of your HubSpot account—not from QuickBooks. You will discover HubSpot within the QuickBooks App Retailer, however it doesn’t straight lead you to the mixing course of.

From my HubSpot dashboard, I navigated to the Integrations menu within the left menu bar after which chosen the Linked Apps drop-down. From right here, I clicked on the Go to App Market button within the higher proper nook of my display screen, as proven beneath.

Step 3: Join QuickBooks On-line

Within the HubSpot App Market, I used the search bar to seek out QuickBooks On-line after which chosen it to entry the QuickBooks integration web page.

Discover QuickBooks On-line within the HubSpot App Market

Then, I clicked the Set up app button within the higher right-hand nook, as proven beneath.

Click on Set up App to attach HubSpot with QuickBooks On-line

HubSpot displayed a affirmation field to attach my QuickBooks On-line account. I clicked on Hook up with QuickBooks On-line to proceed with the mixing.

Click on Hook up with QuickBooks On-line

A separate window appeared the place I may choose my firm from my QuickBooks On-line account—and that is why I like to recommend logging in earlier. Since I used to be already logged in, I proceeded on to the mixing; in any other case, I might have wanted to log in to QuickBooks first, including an additional step to the method.

Within the screenshot beneath, I chosen Paul’s HVAC as the corporate to hook up with HubSpot for integration.

Deciding on a QuickBooks On-line firm to hook up with HubSpot

QuickBooks On-line confirmed that my account was related. From right here, I proceeded to synchronize my knowledge between the 2 platforms (one thing you possibly can select to do at a later time). I clicked on Arrange sync.

Arrange sync after integrating HubSpot with QuickBooks On-line

Step 4: Choose the Knowledge You Wish to Sync

At this stage, I wanted to pick out which kinds of objects or knowledge I needed to sync between QuickBooks On-line and HubSpot. I additionally wanted to specify the path of the sync—whether or not I need the info to stream a technique or each methods between the 2 methods.

Deciding on knowledge to sync between QuickBooks On-line and HubSpot

When you choose an object to sync from one platform, the corresponding knowledge on the opposite platform will robotically align. For instance, within the screenshot above, I chosen Clients in QuickBooks, and the mixing software robotically matches it with Contacts in HubSpot.

After choosing the info to sync, I clicked Subsequent within the higher proper nook of the display screen (proven within the screenshot above).

Step 5: Customise & Set up Your Knowledge

QuickBooks On-line gives 4 tabs to customise your knowledge earlier than syncing between QuickBooks On-line and HubSpot:

Configure
Restrict
Set up
Evaluate

1. Configure

This tab is the place you possibly can resolve potential conflicts earlier than syncing your knowledge. A few of the main configuration choices embrace report matching, knowledge battle decision, and mapped fields.

Configure the info you need to sync between QuickBooks On-line and HubSpot

File matching

This part consists of two choices:

Match on e-mail deal with: When chosen, HubSpot will search for contacts in its database with the identical e-mail deal with as the shoppers in QuickBooks. If it finds a match, the 2 information will sync, stopping duplicates.
Do no matching: You possibly can favor to not match any fields, however I solely advocate this if you could convey all of your clients to QuickBooks or HubSpot. Nevertheless, this selection could create duplicates if you have already got buyer info in each methods.

Knowledge Battle Decision

Generally, knowledge could differ between QuickBooks and HubSpot, so HubSpot gives an possibility the place you possibly can resolve which one will overwrite the opposite when it’s unclear which platform has probably the most up-to-date info.

Mapped Fields

This part exhibits the default discipline mappings that join frequent fields between the 2 platforms. You possibly can’t edit default mappings, however you possibly can flip it off and create customized mapping if wanted by clicking the Check out customized mappings button (not proven within the screenshot beneath). As soon as finished, click on the Subsequent button within the higher proper nook.

Mapped fields for QuickBooks On-line and HubSpot integration

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The identical course of applies to syncing different knowledge, however the particular fields you map will differ relying on the kind of knowledge you need to sync. For example, when syncing merchandise, you’ll map fields like SKU, product identify, and worth as a substitute of contact info. Equally, for invoices, you’ll map fields like bill quantity, quantity due, and due date.

2. Restrict

That is the place you possibly can restrict the information you need to sync between QuickBooks On-line and HubSpot. For instance, you possibly can choose whether or not the mixing will create new contacts and replace present ones in HubSpot—or solely replace them.

You may also resolve whether or not all objects will switch (which is the default setting) or restrict what to convey over through the use of filters. For example, when syncing clients, you possibly can convey over solely clients with a stability of $1,000 or much less. Then, click on on Subsequent to proceed.

Restrict information to sync between QuickBooks On-line and HubSpot

3. Set up

There’s not a lot to be finished right here, however you possibly can evaluate the associations between information that HubSpot has introduced over from QuickBooks (e.g., contacts linked to invoices). You possibly can view these within the discipline mappings part by filtering for “affiliation mappings” or by manually doing it in QuickBooks. If you could delete knowledge, you are able to do so manually in QuickBooks or HubSpot by following their respective normal processes. model=”border-radius: 15px; box-shadow: 0 0 25px #e5e5e5; max-width:90%”

Set up the info you need to sync between QuickBooks On-line and HubSpot

4. Evaluate

Step 6: Sync Your Knowledge

When you’re glad together with your settings, click on the Save and sync button to synchronize your knowledge between QuickBooks On-line and HubSpot. Relying on the quantity of information being synced, this will likely take just a few seconds or minutes.

Evaluate knowledge earlier than syncing between QuickBooks On-line and HubSpot

Step 7: Affirm the Sync Is Profitable

As soon as the sync is full, you’ll see the synced knowledge straight inside your HubSpot account. Within the screenshot beneath, you possibly can see that I efficiently synchronized my contacts between the 2 platforms.

When to Combine QuickBooks On-line With HubSpot

For those who’re utilizing QuickBooks On-line for accounting and HubSpot for managing gross sales and buyer engagement, then it is smart to attach the 2 platforms.

By doing so, you possibly can synchronize necessary knowledge, comparable to buyer info, invoices, and product particulars. This implies you don’t must replace every platform individually simply to make sure that the knowledge managed by your QuickBooks accounting staff and HubSpot gross sales staff is identical and up-to-date.

Ceaselessly Requested Questions (FAQs)

Do I would like a third-party connector to combine QuickBooks On-line with HubSpot?

Does the mixing work each methods between QuickBooks On-line and HubSpot?

What are the kinds of knowledge I can sync between QuickBooks On-line and HubSpot?

What HubSpot knowledge is incompatible with any QuickBooks On-line object?

Backside Line

You simply realized methods to combine QuickBooks with HubSpot. With the mixing, you possibly can seamlessly sync your buyer knowledge, invoices, and different necessary information between the 2 platforms. To be taught extra about utilizing the opposite options of QuickBooks On-line, discover our free QuickBooks On-line tutorials.