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Bob Hulson
August 12, 2024
Question

Quickbooks to Hubspot connection

  • August 12, 2024
  • 3 replies
  • 0 views

I have my Quickbooks connected to Hubspot using the app.  We are syncing the invoices into Hubspot, but have run into a few issues.  1) the Customer name is not being synced.  So all of the invoices are just being dumped into Hubspot with no way of matching them.  2) We want the invoice URL to be one of the fields pulled over.  But I can't find where to turn that feature on.  

3 replies

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IrizA
August 12, 2024

I'm here to connect you with the appropriate support team to help you better with your concern regarding the Hubspot connection, Bob.

 

Since you mentioned that you already connected QuickBooks Online (QBO) to Hubspot, it's best to check if you have already turned on the sync feature from Hubspot. With this, it's best to contact Hubspot support since they can explain and assist you better with the navigation to turn on this feature and modify its settings.

 

If you want to stop downloading new deals from HubSpot, I'll leave this article as a reference: Disconnect your HubSpot account.

 

We're here to help and walk you through the process if you have questions about syncing or updating the transaction from QBO, Bob. Please feel free to let us know.

B
Bob HulsonAuthor
August 13, 2024

Thank you for the response.  As stated previously, I have 2 issues...

 

1) The Customer name is not coming through.  Do I need to sync customer data to accomplish this?  Or should it come through with just the invoice?  

2) Is there a way to send the invoice URL?  I did not see this as an option.  

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JohncarlP
August 13, 2024

Yes, you'll need to sync your customers' data with HubSpot and QuickBooks Online (QBO) to successfully pull up the customer names, Bob. Let me guide how to achieve this and how to generate an invoice URL.

 

Ensuring that your customer's data is synced in the HubSpot app is crucial for the customer's name to be displayed on your invoices. It's advisable to import all customers from QuickBooks Online into HubSpot as contacts to ensure the customer's name is included.

 

To address your other concern, custom field mapping in the HubSpot app is required to connect QuickBooks invoice fields such as the link URL. This will enable the syncing of values between HubSpot and QuickBooks.

 

Since the syncing process and the mapping of custom fields must be done through the HubSpot app, I'd recommend reaching out to Hubspot support as they can provide better assistance with enabling this feature and adjusting its settings.

 

Furthermore, you may refer to this article in case you want to stop receiving new deals from HubSpot: Disconnect your HubSpot account.

 

Feel free to drop a comment below if you have additional questions about pulling out your data or any other QuickBooks-related concerns. We'll be on the lookout for your response.

 

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isocertifier
August 27, 2024

Is the information security implemented for data transfer.

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James_AL
August 27, 2024

Thank you for posting in the Community, @isocertifier.

 

Yes, information security is implemented for data transfer to ensure that data is protected from unauthorized access, tampering, and interception.

 

For more information, I suggest reaching out directly to Hubspot support. Since QuickBooks Online only receives data from HubSpot, you can find the HubSpot support page in the QBO App Store.

 

Comment below if you require further assistance with information security. I'll be here to lend a hand. 

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ElijahStownton
April 24, 2025

If you're looking to connect QuickBooks with HubSpot, there are a few options to consider:​

1. Native Integration: HubSpot offers a built-in integration with QuickBooks Online, allowing for two-way syncing of contacts, products, and invoices. This setup is straightforward and works well for many users. ​
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2. Third-Party Tools: If you need more advanced features or custom workflows, third-party platforms like Skyvia can be helpful. Skyvia is a no-code solution that enables bi-directional data synchronization between HubSpot and QuickBooks Online. It offers features like data filtering, transformations, and scheduling

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