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DocumentationStructur for QuickbooksUninstallReinstallation

Reinstallation Guide

If you previously uninstalled the QuickBooks Invoicing integration and want to use it again, this guide walks you through reinstalling the app and reconnecting to QuickBooks.

What You Need

Before reinstalling, make sure you have:

  • Super Admin permissions in HubSpot (required for app installation)
  • Your Intuit Developer Client ID
  • Your Intuit Developer Client Secret
  • Access to the QuickBooks company you want to connect
  • Intuit credentials (username/password for QuickBooks login)

Note: If you lost your Client ID or Secret, retrieve them from the Intuit Developer Portal  in your app’s Keys & credentials section.

What to Expect

Reinstalling is essentially a fresh installation. You’ll need to:

  1. Install the app from HubSpot Marketplace (5 minutes)
  2. Approve OAuth scopes (1 minute)
  3. Configure credentials and settings (5 minutes)
  4. Connect to QuickBooks (2 minutes)

Total Time: Approximately 10-15 minutes

What Will Be the Same

After reinstalling, these things will be unchanged:

✅ QuickBooks Data:

  • All invoices you previously created remain in QuickBooks
  • All customers remain in QuickBooks
  • Invoice history and payment status preserved

✅ HubSpot Data:

  • All deals unchanged
  • All contacts unchanged
  • All quotes and line items unchanged

✅ Intuit Developer App:

  • Your Intuit app still exists (unless you deleted it)
  • Client ID and Secret still valid
  • OAuth configuration intact

What Will Be Different

After reinstalling, these things will be reset:

❌ Integration Configuration:

  • Must re-enter Client ID and Secret
  • Must reconfigure default tax codes
  • Must reconfigure default products
  • Must select environment (Sandbox/Production) again

❌ OAuth Connection:

  • New OAuth tokens generated (old ones are gone)
  • Must complete OAuth flow again
  • Must reauthorize app permissions

Important: You’re starting fresh. No settings or configurations from your previous installation are preserved.

Step-by-Step Reinstallation

Step 1: Install from HubSpot Marketplace

  1. In HubSpot, click the Marketplace icon in the main navigation
  2. Search for “QuickBooks Invoicing”
  3. Click on the app from the search results
  4. Click Install app or Get app
  5. Review the installation details
  6. Click Install

Wait time: 30 seconds for installation to complete

Step 2: Approve OAuth Scopes

You’ll be prompted to approve permissions again:

  1. Review the requested OAuth scopes:

    • oauth - Base OAuth authentication
    • crm.objects.contacts.read - Read contact data
    • crm.objects.deals.read - Read deal data
    • crm.objects.line_items.read - Read line items
    • crm.objects.quotes.read - Read quotes
    • crm.objects.invoices.read - Read invoices (future compatibility)

  2. Click Connect app or Approve

Note: All scopes are read-only. The integration cannot modify your HubSpot data. See OAuth Approval for detailed scope explanations.

Wait time: 10 seconds for scopes to be approved

Step 3: Verify Installation

Confirm the app is installed:

  1. Go to Settings → Integrations → Connected Apps

  2. Verify QuickBooks Invoicing appears in the list

  3. Status should show “Connected” or “Installed”

  4. Open a deal record

  5. Verify QuickBooks Invoices tab is visible

If the CRM card doesn’t appear, wait 1-2 minutes and refresh the page.

See Verify Installation for detailed verification steps.

Step 4: Access Settings

Navigate to the app settings:

  1. Go to Settings → Integrations → Connected Apps
  2. Click on QuickBooks Invoicing
  3. The settings page should open with multiple tabs

You should see:

  • Authentication tab (or “Connect to QuickBooks”)
  • Defaults tab

Step 5: Enter QuickBooks Credentials

Configure the QuickBooks connection:

  1. Open the Authentication tab

  2. Select Environment: Sandbox or Production

    • Sandbox: For testing with sample data
    • Production: For live QuickBooks company

  3. Enter your Client ID (from Intuit Developer Portal)

  4. Enter your Client Secret (from Intuit Developer Portal)

Tip: Keep your Intuit Developer Portal open in another tab to copy credentials easily.

  1. Click Save (if there’s a save button)

See Connect to QuickBooks for detailed instructions.

Step 6: Connect to QuickBooks

Complete the OAuth authorization flow:

  1. Click Connect to QuickBooks button
  2. You’ll be redirected to Intuit’s authorization page
  3. Sign in to QuickBooks (if not already signed in)
  4. Select the QuickBooks company to connect
  5. Review the permissions requested
  6. Click Authorize or Connect
  7. You’ll be redirected back to HubSpot

After successful connection:

  • Authentication tab shows “Connected” status
  • QuickBooks company name displayed
  • Connection date shown

If connection fails: See Authentication Troubleshooting

Step 7: Configure Default Settings

Set up your default tax codes and products:

  1. Go to the Defaults tab in settings
  2. Select Default Tax Code (optional but recommended)
    • This tax code will be pre-selected when creating invoices
  3. Select Default Product (optional)
    • This product will be pre-selected for invoice line items

Note: Tax codes and products must already exist in your QuickBooks company. The integration does not create them.

  1. Click Save

See Default Settings for detailed configuration.

Step 8: Test Invoice Creation

Verify the integration works:

  1. Open a deal record in HubSpot

  2. Click the QuickBooks Invoices tab

  3. Click Create Invoice or New Invoice

  4. The invoice creation modal should open

  5. Fill in basic details (don’t submit yet, unless you want a test invoice)

  6. Verify that:

    • Customer dropdown loads HubSpot contact
    • Deal amount populates
    • Tax code dropdown shows QuickBooks tax codes
    • Product dropdown shows QuickBooks products

  7. Optional: Create a test invoice to verify end-to-end functionality

See Creating Invoices for detailed usage instructions.

Step 9: Inform Your Team

If multiple users will use the integration:

  • Notify them that the integration is reinstalled and active
  • Share documentation links for usage guidance
  • Provide support contact information

Reinstallation Checklist

Use this checklist to ensure complete reinstallation:

  • App installed from HubSpot Marketplace
  • OAuth scopes approved
  • App appears in Connected Apps list
  • QuickBooks Invoices tab visible on deal records
  • Settings page accessible
  • Client ID entered in Authentication tab
  • Client Secret entered in Authentication tab
  • Environment selected (Sandbox or Production)
  • Connected to QuickBooks successfully
  • QuickBooks company name displayed in settings
  • Default tax code configured (optional)
  • Default product configured (optional)
  • Test invoice creation successful
  • Team notified (if applicable)

Reconnecting to the Same QuickBooks Company

If you’re reconnecting to the same QuickBooks company you used before:

Your Previous Data is Still There

  • ✅ All invoices you created previously are still in QuickBooks
  • ✅ All customers remain in QuickBooks
  • ✅ Invoice numbers, amounts, and history preserved

New OAuth Session

  • The new OAuth connection is completely independent from your previous connection
  • New access and refresh tokens generated
  • No link to previous OAuth session
  • Invoices created after reconnection use the new OAuth session

Continuity

From QuickBooks’ perspective:

  • It’s the same app (same Client ID)
  • Invoices from before and after reinstall look the same
  • No indication of disconnection/reconnection
  • Customer experience unchanged

Reconnecting to a Different QuickBooks Company

If you’re connecting to a different QuickBooks company than before:

Previous Company Unaffected

  • Invoices in the previous company remain intact
  • Customers in the previous company remain intact
  • No data transfer between companies

New Company is Separate

  • New company starts fresh (no invoices from the old company)
  • Must create new invoices for the new company
  • Different customer list
  • Different products and tax codes

Switching Back and Forth

You can disconnect and reconnect to different companies:

  1. Disconnect in HubSpot settings
  2. Connect again and select different company during OAuth
  3. No need to reinstall; just reconnect

Common Reinstallation Issues

App Won’t Install

Possible causes:

  • Not a Super Admin in HubSpot
  • HubSpot Marketplace unavailable
  • Browser blocking the installation

Solutions:

  1. Verify you’re a Super Admin
  2. Try different browser
  3. Clear browser cache
  4. Contact HubSpot support

OAuth Scopes Can’t Be Approved

Possible causes:

  • Insufficient permissions in HubSpot
  • Browser blocking OAuth redirect
  • Network issues

Solutions:

  1. Verify Super Admin permissions
  2. Disable browser extensions
  3. Try incognito/private mode
  4. Check firewall settings

Can’t Find Client ID or Secret

To retrieve credentials:

  1. Go to Intuit Developer Portal 
  2. Navigate to My Apps
  3. Click on your QuickBooks app
  4. Go to Keys & credentials
  5. Copy Client ID
  6. Click Show to reveal Client Secret
  7. Copy Client Secret

See Get Credentials for detailed instructions.

Connection to QuickBooks Fails

Possible causes:

  • Incorrect Client ID or Secret
  • Wrong environment selected (Sandbox vs Production)
  • Redirect URI mismatch
  • Expired Intuit session

Solutions:

  1. Verify Client ID and Secret are correct
  2. Check environment matches your credentials
  3. Verify redirect URI in Intuit Developer Portal
  4. Sign in to QuickBooks again
  5. Try different browser

See Authentication Troubleshooting for more solutions.

CRM Card Doesn’t Appear

Possible causes:

  • Card still deploying
  • Browser cache
  • User doesn’t have deal access

Solutions:

  1. Wait 1-2 minutes and refresh
  2. Hard refresh (Ctrl+Shift+R / Cmd+Shift+R)
  3. Clear browser cache
  4. Verify user has access to deals
  5. Check that you’re on a Deal record (not contact/company)

See Verify Installation for more troubleshooting.

Differences from First Installation

What’s the Same

  • Installation process identical
  • OAuth scope approval same
  • Settings configuration same
  • OAuth connection flow same

What Might Be Faster

  • You already have credentials ready
  • You know which environment to select
  • You know your QuickBooks company login
  • You’re familiar with the setup process

Expected time: 10-15 minutes (vs 20-30 minutes for first install)

Frequently Asked Questions

Do I need to reinstall if I just disconnected?

No. If you only disconnected (didn’t uninstall), you can simply reconnect by entering credentials and clicking “Connect to QuickBooks” in settings. No reinstall needed.

Will reinstalling restore my previous settings?

No. Reinstalling is a fresh start. You must reconfigure default tax codes, products, and environment selection.

Can I use the same Intuit Developer app as before?

Yes. If you didn’t delete your Intuit Developer app, you can use the same Client ID and Secret.

Will my invoices in QuickBooks still be there?

Yes. Invoices in QuickBooks are permanent and completely unaffected by uninstalling/reinstalling the HubSpot integration.

Can I connect to a different QuickBooks company than before?

Yes. During the OAuth flow, you can select any QuickBooks company you have access to.

How long does reinstallation take?

Approximately 10-15 minutes if you have your credentials ready.

Do I need to inform HubSpot or Intuit that I’m reinstalling?

No. Reinstallation is a standard process that requires no special approval or notification.

Next Steps

If You Haven’t Reinstalled Yet

Start with Step 1: Install from HubSpot Marketplace

After Successful Reinstallation

  1. Configure Default Settings - Set up tax codes and products
  2. Create Your First Invoice - Start using the integration
  3. Best Practices - Learn optimal usage patterns

If You Encounter Issues

  1. Authentication Troubleshooting - Fix connection problems
  2. Contact Support - Get help from our team

Additional Resources

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