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Install from HubSpot Marketplace

This guide walks you through installing the QuickBooks Invoicing integration from the HubSpot App Marketplace.

Prerequisites

  • HubSpot account with Super Admin permissions
  • Access to your HubSpot account settings

Important: Only Super Admin users can install apps in HubSpot. If you don’t have this permission, contact your HubSpot administrator.

Step 1: Access the HubSpot App Marketplace

  1. Log into your HubSpot account
  2. Click the Settings icon (gear icon) in the top navigation bar
  3. In the left sidebar, navigate to IntegrationsApp Marketplace
  4. Alternatively, go directly to ecosystem.hubspot.com/marketplace 

Step 2: Search for Structur for Quickbooks

  1. In the App Marketplace, use the search bar at the top
  2. Type “Structur for Quickbooks”
  3. Press Enter or click the search icon
  4. Look for the Structur for Quickbooks app in the search results

Tip: You can also browse by category under “Accounting & Finance” or “Sales”

Step 3: View App Details

  1. Click on the Structur for Quickbooks app listing
  2. Review the app details page which includes:
    • App description and features
    • Required permissions
    • Pricing information (if applicable)
    • Screenshots and videos
    • Reviews and ratings
    • Support contact information
  3. Click the Install app button

Step 4: Select Your HubSpot Account

Account Selection

If you have access to multiple HubSpot accounts:

  1. Select the account where you want to install the integration
  2. Click Choose account to proceed

If you only have one account, this step is skipped automatically.

Step 5: Review Permissions & Install

QuickBooks Invoicing in Connected Apps

  1. You’ll be redirected to a permissions approval screen

  2. Review the requested permissions carefully

    Note: Make sure you understand what permissions the app is requesting before proceeding. See OAuth Approval for details on each permission.

  3. Click Connect app to proceed

  4. Wait for the installation process to complete (usually 10-30 seconds)

  5. You’ll see a success message when installation is complete

Step 8: Access the App Settings

After successful installation:

  1. You’ll be automatically redirected to the app’s settings page
  2. Alternatively, go to SettingsIntegrationsConnected Apps
  3. Find QuickBooks Invoicing in your connected apps list
  4. Click Settings to access the configuration page

What Gets Installed

Once installation is complete, the following components are added to your HubSpot account:

CRM Card (Deal Record Tab)

  • Appears on all deal records
  • Named “QuickBooks Invoices”
  • Accessible from the top navigation tabs on any deal
  • Displays invoice history and creation interface

Settings Page

  • Accessible from Settings → Connected Apps → QuickBooks Invoicing
  • Two tabs: Authentication and Defaults
  • Used for OAuth configuration and default preferences

Background Services

  • Secure API connection to the backend
  • Handles OAuth token management
  • Processes invoice creation requests

Verify Installation Success

Confirm the app is installed correctly:

  1. Navigate to any deal record in HubSpot
  2. Look for the QuickBooks Invoices tab in the record navigation
  3. The tab should be visible alongside other standard tabs (Overview, Activity, etc.)
  4. Go to Settings → Integrations → Connected Apps
  5. QuickBooks Invoicing should appear in the list

Success Indicators:

  • ✅ QuickBooks Invoices tab visible on deal records
  • ✅ App appears in Connected Apps list
  • ✅ Settings page is accessible
  • ✅ No error messages displayed

Installation Scope

Important details about installation scope:

  • Account-Wide: The app is installed for your entire HubSpot account
  • All Users: All users in your account can access the integration
  • All Deals: The CRM card appears on all deal records
  • Permissions: Only Super Admins can configure OAuth settings

Data and Privacy

Understanding what happens to your data:

  • No Data Transfer: Installation does not transfer any data
  • No Modifications: No changes are made to existing HubSpot records
  • Read-Only Access: The app only reads HubSpot data (doesn’t write)
  • Secure Connection: All communication is encrypted via HTTPS

Next Steps

Now that installation is complete:

  1. Review OAuth Approvals - Understand what permissions you granted
  2. Verify Installation - Confirm everything is working
  3. Connect to QuickBooks - Configure OAuth credentials

Troubleshooting

I don’t see the “Install app” button

  • Verify you’re logged into HubSpot
  • Check that you have Super Admin permissions
  • Try refreshing the app listing page
  • Make sure the app is published and available

Installation Failed

If installation fails:

  1. Check your internet connection
  2. Verify you have Super Admin permissions
  3. Try a different browser
  4. Clear browser cache and cookies
  5. Contact support if the issue persists

App Not Appearing After Installation

  • Refresh your browser (Ctrl+Shift+R or Cmd+Shift+R)
  • Navigate away and back to a deal record
  • Check Settings → Connected Apps for the app
  • Wait a few minutes for propagation
  • Sign out and sign back into HubSpot

Wrong Account Selected

If you installed to the wrong HubSpot account:

  1. Uninstall the app from that account
  2. Sign into the correct account
  3. Install the app again
  4. Select the correct account during installation

Need to Uninstall

To uninstall the integration:

  1. Go to Settings → Integrations → Connected Apps
  2. Find QuickBooks Invoicing
  3. Click the three-dot menu
  4. Select Uninstall or Remove
  5. Confirm the uninstallation

See our Uninstall Guide for more details.

Additional Resources

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