Settings Page

The settings page provides Super Admins with configuration options for the QuickBooks integration, including OAuth connection management and default preferences.

Overview

Access: Super Admins only Location: Settings → Integrations → Connected Apps → QuickBooks Invoicing

Settings Tabs

Authentication Tab

Purpose: Manage QuickBooks OAuth connection

Fields:

• Environment: Sandbox or Production
• Client ID: Intuit Developer app Client ID
• Client Secret: Intuit Developer app Client Secret
• Connection Status: Shows if connected
• QuickBooks Company: Display name of connected company
• Connect/Disconnect Button: Manage connection

Actions:

• Connect to QuickBooks
• Disconnect from QuickBooks
• Change environment
• Update credentials

See Connect to QuickBooks

Defaults Tab

Purpose: Configure default invoice preferences

Fields:

• Default Tax Code: Pre-selected tax code for invoices
• Default Product: Pre-selected product/service for line items

Actions:

• Select default tax code
• Select default product
• Save defaults

Note: Must be connected to QuickBooks before defaults are available

See Default Settings

Accessing Settings

Method 1: Via Connected Apps

1. HubSpot → Settings (gear icon)
2. Navigate to Integrations → Connected Apps
3. Find QuickBooks Invoicing
4. Click app name or Configure

Method 2: Via Direct Link

If you have the direct URL:

https://app.hubspot.com/[account-id]/settings/integrations/quickbooks-invoicing

Managing Connection

Connecting

1. Authentication tab
2. Select environment
3. Enter credentials
4. Click “Connect to QuickBooks”
5. Complete OAuth flow

Disconnecting

1. Authentication tab
2. Click Disconnect
3. Confirm action
4. OAuth tokens deleted

Reconnecting

1. After disconnection, credentials may be preserved
2. Click “Connect to QuickBooks” again
3. Complete OAuth flow

Configuring Defaults

Setting Default Tax Code

1. Ensure connected to QuickBooks
2. Open Defaults tab
3. Click Default Tax Code dropdown
4. Select tax code
5. Click Save

Setting Default Product

1. Defaults tab
2. Click Default Product dropdown
3. Select product/service
4. Click Save

Permissions

Who can access: Super Admins only

Regular users: Cannot access settings page

Admins can:

• View all settings
• Connect/disconnect QuickBooks
• Change environment
• Update credentials
• Configure defaults

See Permissions

Security

Credential Encryption:

• Client Secret encrypted before storage
• AES-256-GCM encryption
• PBKDF2 key derivation
• Unique encryption key per account

OAuth Tokens:

• Encrypted at rest
• Deleted on disconnection
• Auto-refreshed by integration

See Security

Troubleshooting

Cannot Access Settings

Cause: Not a Super Admin

Solution: Contact HubSpot administrator to grant Super Admin permissions

Settings Won’t Save

Causes:

• Not connected to QuickBooks
• Network error
• Validation failure

Solutions:

• Connect first, then configure defaults
• Check network connection
• Retry after refreshing page

Dropdowns Empty

Cause: Not connected or QuickBooks has no data

Solutions:

• Connect to QuickBooks first
• Add tax codes/products in QuickBooks
• Refresh page

See Configuration Troubleshooting

Best Practices

✅ Do:

• Test connection after configuration
• Document credentials securely
• Update defaults based on most common usage
• Review settings quarterly
• Notify team before disconnecting

❌ Don’t:

• Share credentials
• Disconnect without warning team
• Use production credentials in sandbox
• Forget to save changes

Additional Resources

• Connect to QuickBooks
• Default Settings
• Environment Selection
• Configuration Troubleshooting