CRM Card
The QuickBooks Invoices CRM card appears on HubSpot deal records and provides quick access to invoice creation and tracking.
Overview
Location: Middle column of deal records Tab name: “QuickBooks Invoices” Access: All users with view access to deals
Card Components
Create Invoice Button
Purpose: Launch invoice creation modal
Location: Top of card
Action: Opens invoice creation form
Availability: Always visible when connected to QuickBooks
Connection Status
Shows: Whether integration is connected to QuickBooks
States:
- Connected: Green checkmark, “Connected to [Company Name]”
- Not Connected: Yellow warning, “Connect to QuickBooks to get started”
- Connection Error: Red error, “Connection failed”
Invoice List
Shows: All invoices created for this deal
Information displayed:
- Invoice number (e.g., INV-1001)
- Amount (e.g., $3,000.00)
- Creation date
- Type label (if categorized)
- Email status
Sorted by: Most recent first
View in QuickBooks Link
Purpose: Open invoice in QuickBooks Online
Action: Opens new tab with invoice details
Availability: If invoice URL is available
Using the Card
Creating an Invoice
- Open deal record
- Click QuickBooks Invoices tab
- Click Create Invoice button
- Fill in invoice details
- Submit
Viewing Invoice History
- Open deal record
- Click QuickBooks Invoices tab
- Scroll to invoice list section
- See all invoices for this deal
Checking Invoice Status
- Open QuickBooks Invoices tab
- Find invoice in list
- Check status indicator
- Click “View in QuickBooks” for full details
Card States
When Connected
Display:
- Green connection indicator
- “Create Invoice” button enabled
- Invoice list (if invoices exist)
- Quick actions available
When Not Connected
Display:
- Yellow warning indicator
- “Not connected” message
- Link to settings (for admins)
- “Create Invoice” button disabled
Action: Admin must connect to QuickBooks in settings
When No Invoices Exist
Display:
- “Create Invoice” button
- Empty state message: “No invoices created yet”
- Prompt to create first invoice
When Invoices Exist
Display:
- List of invoices with details
- Running total (if shown)
- Links to view each invoice
Permissions
View card: Any user with view access to deals
Create invoices: Users with edit access to deals
Configure settings: Super Admins only
See Permissions
Troubleshooting
Card Not Visible
Solutions:
- Verify you’re on a Deal record (not contact/company)
- Refresh the page
- Clear browser cache
- Contact admin to verify integration is installed
”Not Connected” Message
Solution: Contact Super Admin to connect integration to QuickBooks in settings
Invoices Not Showing
Solutions:
- Refresh the tab
- Hard refresh browser (Ctrl+Shift+R)
- Verify invoices exist in QuickBooks
- Check browser console for errors
Best Practices
✅ Do:
- Check card before creating invoice (avoid duplicates)
- Review invoice history regularly
- Keep card visible while invoicing
- Use card to track payment progress
❌ Don’t:
- Create invoices without checking existing ones
- Ignore connection status warnings
- Assume invoice created without verification