topic Re: Quickbooks Enter-prise Desktop Integration in Sales Integrations

Quickbooks Enter-prise Desktop Integration

JimA — Wed, 04 Dec 2019 19:22:32 GMT

We use Quickbooks, the enterprise version hosted locally, for accounting AND to generate all Quotes and Sales Orders. This is NOT the online QB version.

I am looking for solutions to Sync between Quickbooks and Hubspot. The only options I've found are for the QB Online product.

Ideally, I am interested in a two-way sync. But, even a one-way transfer from QB into HS would be helpful.

Anyone out there have any suggestions? I'm all ears.

Thanks,

Jim

Re: Quickbooks Enter-prise Desktop Integration

darynsmith — Thu, 05 Dec 2019 07:07:17 GMT

@JimA Looks like a custom integration is the solution. I've checked online and there are PHP SDK's out there that appear to work with Quickbooks Desktop edition. So this does look possible. But this is not a standard easy API to API integration. You'll need to deploy code to your on-premise servers, worry about firewalls etc.

Re: Quickbooks Enter-prise Desktop Integration

JimA — Fri, 06 Dec 2019 17:12:36 GMT

Thank you @darynsmith

Believe it or not, knowing there's no likely easy solution is helpful.

Much appreciated,

Jim

Re: Quickbooks Enter-prise Desktop Integration

KChelsberg — Mon, 01 Mar 2021 00:10:12 GMT

JimA, I see that you were attempting to connect QB Enterprise and Hubspot with an intention of 2-way synching. Would you mind connecting with me to share your experiences? many thanks in advance.

Re: Quickbooks Enter-prise Desktop Integration

KChelsberg — Tue, 09 Mar 2021 05:55:48 GMT

Darynsmith, I’m curious if there has been any further development on this inquiry and challenge. It seems it’s been 2 years and I’m wondering if there have been further developments. Thanks.

Re: Quickbooks Enter-prise Desktop Integration

darynsmith — Tue, 09 Mar 2021 06:23:16 GMT

@KChelsberg not that I am aware of - I don't think there will be an integration built for a premise/server based accounting system as it is not a point and click type installation and would require developers to get involved. Our developers would be able to assist with this, if you need. And if you want to talk more about this, you can book a meeting with me here: https://www.hubledigital.com/meetings/daryn-smith

Re: Quickbooks Enter-prise Desktop Integration

KChelsberg — Tue, 09 Mar 2021 06:26:53 GMT

Thank you Darynsmith, I appreciate the quick response! I see the meeting times are in the middle of the night for me, so would appreciate a recommendation for a partner to work with.

Re: Quickbooks Enter-prise Desktop Integration

darynsmith — Tue, 09 Mar 2021 06:35:31 GMT

@KChelsberg where are you based? My colleague MC is in the US and her schedule might be beter: https://app.hubspot.com/meetings/mc-bort

Re: Quickbooks Enter-prise Desktop Integration

KChelsberg — Tue, 09 Mar 2021 06:39:04 GMT

Perfect. I booked a time slot with her. Thank you!

Re: Quickbooks Enter-prise Desktop Integration

AdamSand — Tue, 09 Mar 2021 15:44:18 GMT

I booked a meeting with MC too. Same issue.

Re: Quickbooks Enter-prise Desktop Integration

KChelsberg — Tue, 09 Mar 2021 15:49:49 GMT

Nice. Maybe stay in touch and let’s see. How we make headway. We also cannot switch to QBO, since on desktop we use fixed asset Management, Bin Location, Sales Forecasting, which are features not offered in Quickbooks online.

Re: Quickbooks Enter-prise Desktop Integration

MRamberg — Wed, 18 Aug 2021 18:03:29 GMT

@darynsmith can you give me an idea of what the cost is for a custom integration like this? We are moving to HubSpot but also use QBE and cannot move to QB Online because of the lack of capabilities. Other developers I've met with have said $10k-$20k for a custom API which is out of our budget. Thanks!

Re: Quickbooks Enter-prise Desktop Integration

KChelsberg — Wed, 18 Aug 2021 18:48:25 GMT

Agree, I am interested and listening in...

@MRamberg @darynsmith

Re: Quickbooks Enter-prise Desktop Integration

ACASHGL — Wed, 22 Sep 2021 16:18:44 GMT

JimA, KChelsberg, have either of you had any luck with options for QBE and HS integration?

Re: Quickbooks Enter-prise Desktop Integration

JTarazevits — Wed, 22 Sep 2021 19:57:28 GMT

This may be a bit late, but I have in house developers and I am going to have them write a QuickBooks Desktop to HubSpot integration for our firm. If you are still in need we could colaborate and include your requirements. It would be nice to develop something turn key for the industry.

Re: Quickbooks Enter-prise Desktop Integration

JTarazevits — Wed, 22 Sep 2021 19:58:38 GMT

QBOnline is a few decades away from replicating QBES functionality

Re: Quickbooks Enter-prise Desktop Integration

KimFerris — Wed, 22 Sep 2021 20:01:37 GMT

Never too late... please keep us posted on your developments!!

Re: Quickbooks Enter-prise Desktop Integration

MRamberg — Wed, 22 Sep 2021 20:21:07 GMT

We've been trying to find someone to do this integration for months and months. I've only been able to find one company that actually could build what we need and it was between $10k-$20k which is too large an investment for our side business at this point in time. Would love to hear how it ends up working out for you!

Re: Quickbooks Enter-prise Desktop Integration

JTarazevits — Wed, 22 Sep 2021 20:36:58 GMT

Below are the rough specifications I have drafted for my developer. This integration woudl be for our company as well. QuickBooks Desktop integration with HubSpot.

Requirements - see below. Feel free to reply with your data requests, addittions

There seems to be a need in the HubSpot community (including for TaraByte) to integrate HubSpot with QuickBooks.

Synchronize all (or a subset of items)* between QB and HS

Synchronize all (or a subset of Companies)*, HS terminology with Customers, QB terminology.

When the default-primary contact changes in HubSpot update QuickBooks contact for that Customer as well.

*a rule, flag or choice can be created.

When a HubSpot deal is Closed-Won or !00% download into QuickBooks as a Sales Order

This can be a choice. For our company not all invoices are driven by Sales Orders, so for TaraByte we would want all invoices to the Customer/Company to be posted back to HubSpot

Others may choose to have only the invoices created from the Sales Order to be posted back to HubSpot

TaraByte Would also want all payments, credit memos associated with the Customer-Company to be written back to HubSpot.

This would be optional for others.

Re: Quickbooks Enter-prise Desktop Integration

MRamberg — Wed, 22 Sep 2021 21:28:11 GMT

That sounds like it would work for the majority of we're looking for. On our end, we also need a "won deal" to import into QuickBooks as an Estimate in real time including the customer information, company information, order details (skus, costs, etc.) so that it will automatically set up inventory and select the proper accounts and classifications. From everyone I've spoken with, they're able to do a once a day sync between HS and QBE and the cost for a real time sync was astronomical.

We are also hitting a road block as we were planning on using a more robust quoting platform (PandaDoc, which integrates with HS natively), but that won't sync with QBE either. For the amount of QBE users you would think they'd have an integration or QBC would actually be as robust as QBE at some point in time. We're now looking into other financial/erp software and/or freelance web developers but the cost is cumbersome and somewhat unknown because it's a ground up API. 😫