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Using Quickbooks and HubSpot? Why let sales and finance operate in silos? Let's integrate them to stay on top of contracts, revenue, and closures while enabling more contextual conversations that drive faster deals.


Here's everything we solve for, when integrating Quickbooks and HubSpot:

  • Disconnected Sales & Finance Teams

    • Sales teams close deals in HubSpot, while finance teams manage invoices in QuickBooks, causing misalignment.
    • Sync HubSpot deals with QuickBooks invoices, ensuring sales and finance teams work from the same data. 

  • Manual Invoice Processing

    • Manually creating and updating invoices in QuickBooks from HubSpot deals wastes time and increases errors.
    • Automate invoice creation in QuickBooks when deals close in HubSpot, eliminating manual entry.

  • Delayed Payment Follow-Ups

    • Sales teams don’t have visibility into unpaid invoices, leading to delayed follow-ups.
    • Set up HubSpot workflows to trigger payment reminders based on QuickBooks invoice status.

  • Inaccurate Revenue Tracking

    • Revenue tracking in HubSpot is incomplete without syncing QuickBooks payments and transactions.
    • Sync QuickBooks revenue data into HubSpot to provide real-time financial reporting.

  • Duplicate Customer & Transaction Data

    • Duplicate customer records exist in both platforms, leading to inconsistencies.
    • Ensure a single customer record by integrating QuickBooks contacts with HubSpot.

As HubSpot x Quickbooks integration experts, we map objects contextually, and accurately.

QuickBooks Object
HubSpot Object
Sync Type
Notes
Customers
Companies / Contacts
Two-Way Sync
Syncs company and contact details, ensuring up-to-date customer records.
Invoices
Deals or Custom Object
One-Way Sync (QuickBooks → HubSpot)
QuickBooks invoices can be linked to deals or stored as a custom object in HubSpot.
Payments & Transactions
Custom Object
One-Way Sync (QuickBooks → HubSpot)
Payment records sync into HubSpot for real-time tracking.
Products & Services
Products
One-Way Sync (QuickBooks → HubSpot)
Syncs QuickBooks product catalog into HubSpot for sales quotes.
Quotes & Estimates
Deals or Custom Object
One-Way Sync (QuickBooks → HubSpot)
Sales quotes in HubSpot can sync into QuickBooks as estimates or invoices.
Sales Receipts
Custom Object
One-Way Sync (QuickBooks → HubSpot)
Syncs transaction history and revenue insights for reporting.
Account Balances
Custom Property
One-Way Sync (QuickBooks → HubSpot)
Helps sales teams track overdue payments and account health.
QuickBooks Object
Customers
HubSpot Object
Companies / Contacts
Sync Type
Two-Way Sync
Notes
Syncs company and contact details, ensuring up-to-date customer records.
QuickBooks Object
Invoices
HubSpot Object
Deals or Custom Object
Sync Type
One-Way Sync (QuickBooks → HubSpot)
Notes
QuickBooks invoices can be linked to deals or stored as a custom object in HubSpot.
QuickBooks Object
Payments & Transactions
HubSpot Object
Custom Object
Sync Type
One-Way Sync (QuickBooks → HubSpot)
Notes
Payment records sync into HubSpot for real-time tracking.
QuickBooks Object
Products & Services
HubSpot Object
Products
Sync Type
One-Way Sync (QuickBooks → HubSpot)
Notes
Syncs QuickBooks product catalog into HubSpot for sales quotes.
QuickBooks Object
Quotes & Estimates
HubSpot Object
Deals or Custom Object
Sync Type
One-Way Sync (QuickBooks → HubSpot)
Notes
Sales quotes in HubSpot can sync into QuickBooks as estimates or invoices.
QuickBooks Object
Sales Receipts
HubSpot Object
Custom Object
Sync Type
One-Way Sync (QuickBooks → HubSpot)
Notes
Syncs transaction history and revenue insights for reporting.
QuickBooks Object
Account Balances
HubSpot Object
Custom Property
Sync Type
One-Way Sync (QuickBooks → HubSpot)
Notes
Helps sales teams track overdue payments and account health.
Speak to a Quickbooks Integration Expert

Looking to integrate your Quickbooks with HubSpot? Here's what you'll get.

360° Customer View
Automated Invoicing & Payment Tracking

Convert HubSpot deals into QuickBooks invoices, reducing manual entry.

Automated Lead-to-Cash Process
Faster Deal-to-Cash Process

Sales reps can see invoice & payment status inside HubSpot, improving cash flow.

Improved Sales Forecasting
Sync Product & Pricing Data

Sales teams can use accurate pricing from QuickBooks in HubSpot deals & quotes.

Personalized Marketing Campaigns
Eliminate Duplicate Data Entry

Avoid errors by ensuring customer, invoice, and payment data is consistent across both platforms.

Faster Order Processing
Improved Sales Forecasting

Track revenue, outstanding invoices, and payments in HubSpot for better forecasting.

Reduced Data Duplication & Errors
Stronger Sales & Finance Collaboration

Sales teams know when invoices are sent, paid, or overdue—reducing back-and-forth with accounting.

Customer Support Efficiency
Automated Follow-ups & Reminders

Use HubSpot workflows to send reminders for unpaid invoices and trigger sales outreach.

Better Sales Team Productivity
Real-Time Financial Insights

Track customer payment history in HubSpot to improve customer lifetime value (CLV) analysis.

Enhanced Financial Reporting
Better Cash Flow Management

Sales teams can prioritize leads based on financial status & outstanding balances.

Relatable? We should definitely talk.

All that we’ll cover when we speak:

  • Opportunities to increase the ROI of your HubSpot investment
  • Your current GTM motions and future roadmap
  • Challenges that you face with your overall revenue stack
  • Missed revenue opportunities due to gaps in your funnel
  • What would "wins" look like for you?
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