Installation Overview
This section guides you through installing the QuickBooks Invoicing integration from the HubSpot App Marketplace and connecting it to your HubSpot account.
Prerequisites
Before installing, make sure you have:
- HubSpot Account: An active HubSpot account with access to:
- Deals
- Contacts
- Quotes
- Line Items
- User Permissions: Super Admin permissions in HubSpot (required for app installation)
- Intuit Developer Setup: Completed Intuit Developer setup with your Client ID and Client Secret ready
What You’ll Install
The QuickBooks Invoicing integration includes:
- CRM Card: A QuickBooks Invoices tab on deal records
- Settings Page: Configuration interface for OAuth credentials and defaults
- Background Services: Secure communication between HubSpot and QuickBooks
Installation Steps
The installation process takes approximately 5-10 minutes and includes:
- Install from HubSpot Marketplace - Add the app to your HubSpot account
- Approve OAuth Scopes - Grant necessary permissions
- Verify Installation - Confirm the app is working correctly
Required OAuth Scopes
During installation, you’ll be asked to approve these permissions:
| Scope | Access Level | Why We Need It |
|---|---|---|
oauth | Base OAuth | Required for authentication |
crm.objects.contacts.read | Read | Access contact information for customer sync |
crm.objects.deals.read | Read | Access deal data for invoice creation |
crm.objects.line_items.read | Read | Read line items from deals |
crm.objects.quotes.read | Read | Import quote data into invoices |
crm.objects.invoices.read | Read | Track invoice status |
Note: All permissions are read-only. The integration does not modify your HubSpot data.
Visual Guide: See detailed screenshots of the installation process in the step-by-step installation guide.
What Happens During Installation
- App Added to HubSpot: The integration is added to your connected apps
- Permissions Granted: You approve the OAuth scopes
- CRM Card Deployed: QuickBooks Invoices tab appears on deal records
- Settings Available: Configuration page becomes accessible
After Installation
Once installed, you’ll need to:
- Connect to QuickBooks - Enter your Intuit credentials and authenticate
- Configure Defaults - Set up default tax codes and products
- Create Your First Invoice - Start using the integration
Important Notes
Super Admin Required: Only HubSpot Super Admins can install apps. If you don’t have Super Admin permissions, contact your HubSpot administrator.
Account-Wide: Once installed, the integration is available to all users in your HubSpot account.
No Data Changes: Installation does not modify any existing data in HubSpot or QuickBooks.
Troubleshooting Installation
Common issues and solutions:
- Can’t find the app: Make sure you’re searching for “QuickBooks Invoicing” in the HubSpot Marketplace
- Installation fails: Verify you have Super Admin permissions
- OAuth errors: Check that you’re approving all required scopes
- App not appearing: Try refreshing your browser after installation
For more help, see our Installation Troubleshooting guide.
What’s Next?
After completing installation:
- Configure connection: Connect to QuickBooks
- Set up defaults: Configure default settings
- Start invoicing: Create your first invoice