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Jan 25, 2024 2:06 PM UTC
Question

We have an integration with Hubspot but are not seeing the pending invoices in our task list - has anyone else had this issue and how did you resolve it?

According to their helpdesk, we should see a filter option for Created by Hubspot.  

1 reply

Jan 25, 2024 3:04 PM UTC

Hi kari-c-learnstyl,

 

Welcome to Community!  Syncing your transactions between HubSpot and QuickBooks Online, is a great way to save valuable time.  It's important to note; Only invoices created in HubSpot will be automatically visible in your HubSpot account. To view invoices created in your QuickBooks account, they must be added to HubSpot.  Please refer to this detailed guide.

 

Should you require additional assistance, please contact HubSpot Support.

 

If you have any other questions, feel free to reach out.  We would be happy to help!