Verify Installation

After installing the QuickBooks Invoicing integration from the HubSpot Marketplace and approving the OAuth scopes, you should verify that the installation was successful and the app is ready to use.

What to Verify

A successful installation should result in:

1. ✅ App appears in your Connected Apps list
2. ✅ QuickBooks Invoices card visible on deal records
3. ✅ Settings page accessible
4. ✅ No error messages or warnings

Step 1: Check Connected Apps

Verify the app appears in your HubSpot account:

1. In HubSpot, click the Settings gear icon (top right)
2. Navigate to Integrations → Connected Apps
3. Look for QuickBooks Invoicing in the list
4. Status should show as Connected or Installed

What You Should See

• App Name: QuickBooks Invoicing
• Status: Connected
• Install Date: Today’s date
• Scopes: List of approved OAuth scopes
• Actions: Uninstall button available

If App Doesn’t Appear

If you don’t see the app in Connected Apps:

• Refresh your browser (Ctrl+R / Cmd+R)
• Clear browser cache and reload
• Sign out and sign back in to HubSpot
• Check that installation completed (you should have seen a success message)
• Verify you’re logged into the correct HubSpot account
• Contact support if app still missing after 5-10 minutes

Step 2: Check CRM Card on Deal Records

The QuickBooks Invoices card should now be visible on deal records:

1. Navigate to Sales → Deals
2. Open any existing deal (or create a test deal)
3. Scroll through the middle column tabs
4. Look for a QuickBooks Invoices tab

What You Should See

• A new tab labeled QuickBooks Invoices
• Tab may show an icon (invoice or QuickBooks logo)
• Tab appears alongside other CRM cards (Activity, Associations, etc.)

If Card Doesn’t Appear

If you don’t see the QuickBooks Invoices tab:

1. Refresh the deal page: Hard refresh (Ctrl+Shift+R / Cmd+Shift+R)
2. Check object type: The card is configured for Deals only
3. Wait a moment: Card deployment can take 1-2 minutes
4. Check permissions: Ensure you have access to view deals
5. Try different deal: Open a different deal record
6. Clear cache: Clear browser cache completely

Step 3: Access the Card

Click on the QuickBooks Invoices tab to verify it loads:

Expected Behavior

Before QuickBooks Connection:

You should see a message indicating QuickBooks is not yet connected:

• “Connect to QuickBooks to get started”
• “QuickBooks not connected” status
• Button or link to Settings or Connect QuickBooks

This is normal! You haven’t connected to QuickBooks yet. This is the next step in the setup process.

If Card Shows Errors

If you see error messages instead:

• “Failed to load”: Refresh the page, check browser console for errors
• “Not authorized”: Verify OAuth scopes were approved
• “App not installed”: Reinstall the app from marketplace
• Blank card: Check browser console, try different browser

Step 4: Access Settings Page

Verify you can access the app’s settings:

Option A: Via App Settings

1. Go to Settings → Integrations → Connected Apps
2. Find QuickBooks Invoicing
3. Click on the app name or Configure button
4. Settings page should open

Option B: Via CRM Card

1. Open a deal record
2. Click the QuickBooks Invoices tab
3. Look for a Settings link or gear icon
4. Click to open settings

Option C: Direct URL

Settings may be accessible at:

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

What You Should See

The settings page should have multiple tabs:

• Authentication tab (or “Connect to QuickBooks”)
• Defaults tab (for tax codes and products)
• Maybe additional configuration tabs

At this stage, the Authentication tab should show:

• QuickBooks connection status: “Not connected”
• Environment selector (Sandbox or Production)
• Fields for Client ID and Client Secret
• Connect to QuickBooks button

Step 5: Review Installed Features

After installation, the following features should be available:

CRM Card

• QuickBooks Invoices tab on deal records
• Accessible to all users in your account
• Shows connection status

Settings Page

• Authentication tab for QuickBooks connection
• Defaults tab for configuring tax codes and products
• Accessible to Super Admins

Background Services

• OAuth token management
• API communication infrastructure
• Secure credential storage

Note: Invoice creation features won’t work until you connect to QuickBooks in the next step.

Installation Checklist

Use this checklist to verify your installation:

• App appears in Connected Apps list with “Connected” status
• QuickBooks Invoices tab visible on deal records
• Card loads without errors (may show “Not connected” message)
• Settings page accessible
• Authentication tab visible in settings
• Defaults tab visible in settings
• No error messages or warnings
• All users in account can see the card

If all items are checked, your installation is successful! ✅

Common Verification Issues

App Installed But Card Not Showing

Possible causes:

• Browser cache needs clearing
• Card deployment still in progress (wait 2-5 minutes)
• User doesn’t have deal access permissions
• Object type mismatch (card only works on deals)

Solutions:

1. Hard refresh the page (Ctrl+Shift+R / Cmd+Shift+R)
2. Wait a few minutes and refresh
3. Verify user has Sales access in HubSpot
4. Check that you’re on a Deal record (not contact or company)

Settings Page Won’t Open

Possible causes:

• Not a Super Admin user
• App not fully installed
• Browser blocking the page
• Incorrect URL

Solutions:

1. Verify you’re a Super Admin in HubSpot
2. Try accessing via Connected Apps page
3. Disable browser extensions temporarily
4. Try incognito/private browsing mode

Card Shows Errors

Possible causes:

• OAuth scopes not properly approved
• Network or firewall issues
• API connection problems
• App configuration errors

Solutions:

1. Check browser console for specific errors
2. Verify all OAuth scopes were approved during installation
3. Check network connectivity
4. Try different browser
5. Contact support with error messages

Next Steps

Now that installation is verified, proceed with configuration:

1. Connect to QuickBooks - Enter your Intuit credentials and authenticate
2. Configure Default Settings - Set up default tax codes and products
3. Create Your First Invoice - Start using the integration

Getting Help

If verification fails or you encounter issues:

Check Installation Troubleshooting

See our Installation Troubleshooting guide for detailed solutions to common problems.

Common Questions

Q: How long does installation take to complete? A: The app should appear in Connected Apps within 30 seconds. The CRM card may take 1-2 minutes to deploy.

Q: Can regular users (non-admins) see the card? A: Yes! Once installed by a Super Admin, all users with deal access can see and use the QuickBooks Invoices card.

Q: Do I need to install the app for each user? A: No. The app is installed account-wide. One installation covers all users.

Q: Can I test the integration before connecting to production QuickBooks? A: Yes! You can connect to a QuickBooks Sandbox environment for testing. See Environment Selection.

Contact Support

If you need additional help:

• Email: support@structur.app
• Phone: +1-800-555-5555
• Documentation: Troubleshooting section

Additional Resources

• HubSpot Connected Apps Overview 
• Managing Connected Apps 
• User Permissions in HubSpot