topic Hubspot & Quickbooks Integration in HubSpot Native Apps

Hubspot & Quickbooks Integration

KMeyer5 — Thu, 06 Feb 2025 18:40:07 GMT

We’ve created an integration with a one-way sync from QuickBooks -> HubSpot. With this integration, every time we create a new invoice in QuickBooks, a copy gets created in HubSpot as a HubSpot invoice. Several helpful details of the QuickBooks invoice get pulled over into the HubSpot invoice copy when that happens, but our custom field “Project #” is not one of them. Important to note that both the Project # in QuickBooks and the Project # in HubSpot are custom properties we’ve created in each system. How do we sync this custom property?

Re: Hubspot & Quickbooks Integration

MohakSethi — Fri, 07 Feb 2025 09:01:43 GMT

Hey,

If you're using Operation Hub, you will be able to map custom fields to sync b/w HS and Quickbook.

Here's a reference article: https://knowledge.hubspot.com/integrations/connect-hubspot-and-quickbooks-online?hubs_content=knowledge.hubspot.com/integrations/using-the-quickbooks-online-data-sync-integration-for-invoices&hubs_content-cta=custom%20field%20mappings#custom-field-mapping:~:text=Users%20in%20an%20Ops%20Hub%C2%A0Starter%2C%20Professional%2C%20or%20Enterprise%20account%C2%A0can%20add%20more%20fields%20by%20clicking%20Add%20a%20mapping%20below%20the%20pre%2Ddefined%20fields.

If you were looking for this, kindly mark the answer as solution.

Here to help, if there's any doubt/follow-up.

Re: Hubspot & Quickbooks Integration

MEGLASS — Tue, 18 Feb 2025 13:21:25 GMT

Charging Tax HubSpot Invoice and one way sync from HubSpot to QuickBooks online using QuickBooks Online Sync APP.
We are only about 6 Months into transitioning to HubSpot. Seems like everytime we get to a stopping point, we are told HubSpot cannot do that, we are working on a beta or you need an updated SEAT.
My simple question, but I do not like the answers we have seen.
Currently using HubSpot CC processing , setup line item Product Tax codes, using HubSpot native APP QuickBooks Online.
I cannot believe we cannot Charge tax on HubSpot Invoice and NOT sync that HubSpot Invoice to QuickBooks??? Am I missing soemthing basic here?
per HubSpot:

"Charging tax: it isn't possible to charge taxes on invoices in HubSpot. If tax is needed on an invoice, it's recommended that the invoices are created in QuickBooks and synced to HubSpot."

We cannot charge taxes on invoices in HubSpot? Really? "if tax is needed on an invoice?" We have a TAX NEXUS in 20 states.
Am I missing something here, I hope so.
Matt G

Re: Hubspot & Quickbooks Integration

VKhedkar — Thu, 29 May 2025 12:45:06 GMT

hii @KMeyer5 ,

You can try ConstaCloud’s QuickBooks and HubSpot integration — they support syncing custom fields like “Project #” too. Their team is quite responsive if you need help setting it up. Check it out: https://constacloud.com/commercium/quickbooks-and-hubspot-integration.html

Re: Hubspot & Quickbooks Integration

VKhedkar — Wed, 04 Jun 2025 13:32:05 GMT

Hello @KMeyer5

You can try ConstaCloud’s QuickBooks and HubSpot integration — they support syncing custom fields like “Project #” across both systems. Their team can help you map it correctly.

Here’s the link: https://constacloud.com/commercium/accounting/quickbooks-integration.html

Re: Hubspot & Quickbooks Integration

Nagarjoon — Thu, 24 Jul 2025 17:28:14 GMT

To sync your custom “Project #” field from QuickBooks to HubSpot, you’ll need to ensure that your integration is mapping this specific field explicitly during the data transfer. Since both fields are custom properties in their respective systems, most standard integrations won’t pick them up by default. You’ll need to update your sync logic—either in the integration platform you’re using or via custom code—so that when an invoice is created in QuickBooks, it pulls the “Project #” value and assigns it to the corresponding custom property in the HubSpot invoice record. This usually involves identifying the internal field names or API keys for the custom “Project #” in both systems and ensuring they are included in the payload during the sync process. If you're using middleware like custom API script, you’ll want to add a step that captures this custom field and passes it along during invoice creation in HubSpot.

Cloudify will help you with seamless integration between HubSpot and QuickBooks.

https://ecosystem.hubspot.com/marketplace/apps/quickbooks-13813626