Get started

Welcome to the complete guide for the QuickBooks Invoicing integration for HubSpot. This integration allows you to create and manage QuickBooks invoices directly from your HubSpot deals, streamlining your workflow and eliminating duplicate data entry.

What This Integration Does

The QuickBooks Invoicing integration connects your HubSpot CRM with QuickBooks Online, enabling you to:

• Create Invoices from Deals: Generate QuickBooks invoices directly from HubSpot deal records
• Multi-Step Invoicing: Support deposit, follow-up, and final payment workflows
• Email Management: Send invoice emails immediately or schedule them for later
• Customer Sync: Automatically sync HubSpot contacts to QuickBooks customers
• Tax & Product Management: Configure default tax codes and products for streamlined invoice creation
• Real-Time Tracking: Monitor invoice status and payment tracking from within HubSpot

Key Features

Invoice Creation

Create professional QuickBooks invoices without leaving HubSpot. Pull data directly from your deals and quotes to populate invoice details automatically.

Multi-Step Payment Workflows

Support complex payment schedules with deposit invoices, follow-up payments, and final invoices. The system automatically tracks your progress and prevents over-invoicing.

Flexible Email Scheduling

Choose to send invoice emails immediately, schedule them for a specific date, or send them manually later. Full control over your customer communication timing.

Seamless Customer Synchronization

HubSpot contacts are automatically synced to QuickBooks as customers when you create your first invoice. Keep your customer data consistent across both platforms.

Quick Start

Ready to get started? Follow these steps:

1. Set up your Intuit Developer Account - Create and configure your QuickBooks app
2. Install the HubSpot application - Add the app to your HubSpot account
3. Connect to QuickBooks - Authenticate and configure your connection
4. Create your first invoice - Start invoicing from HubSpot deals

Ready to Install?

After installation, you’ll be guided through connecting to QuickBooks and configuring your settings.

System Requirements

• HubSpot account with access to Deals, Contacts, and Quotes
• QuickBooks Online account (Sandbox for testing or Production for live use)
• Intuit Developer account for OAuth credentials
• Super Admin permissions in HubSpot (for installation)

What’s Next?

• New to the integration? Start with Getting Started
• Setting up for the first time? Follow our Intuit Developer Setup guide
• Already installed? Learn about creating invoices
• Need to troubleshoot? Visit our Troubleshooting section

Note: This integration requires both HubSpot and QuickBooks Online accounts. Make sure you have the necessary permissions in both systems before beginning setup.