Short answer
A QuickBooks integration connects accounting with the CRM, syncing customers, products, invoices and payments between QuickBooks Online and HubSpot or Salesforce so sales and finance work from the same numbers.
How the QuickBooks integration works
HubSpot offers a native QuickBooks Online integration for customers, products and invoices. Salesforce connects through AppExchange apps or middleware. The goal is to stop re-keying deals into accounting and give sales visibility of payment status.
What syncs
- Customers
- Products and services
- Invoices and payments
Integration options
- HubSpot QuickBooks Online integration
- Salesforce AppExchange apps or middleware
What to plan for
- Which system creates customers
- Product catalog consistency
- Tax and currency settings
Frequently asked questions
Does HubSpot integrate with QuickBooks?
Yes, HubSpot has a native QuickBooks Online integration.
Can sales see whether an invoice is paid?
Yes, payment status can sync back to the CRM.