topic Re: Pull in Companies from Quickbooks in Sales Integrations

Pull in Companies from Quickbooks

khookguy — Fri, 22 Jul 2022 20:39:21 GMT

HubSpot's QuickBooks (QB) integration maps customers to QB contacts. But we are a B2B and need our QB customers are companies (accounts). We need them to map into QB companies. How can we do this?

Re: Pull in Companies from Quickbooks

kvlschaefer — Mon, 25 Jul 2022 16:09:32 GMT

Hi @khookguy,

Thanks for reaching out!

I wanted to share the Quickbooks Integrations from the App Marketplace with you. Would you be able to confirm which integration you are referring to? Is it the Quickbooks Online integration by HubSpot, the Quickbooks Desktop Sync by Commerciant or another integration?

Thank you!

Best,

Kristen

Re: Pull in Companies from Quickbooks

khookguy — Tue, 26 Jul 2022 13:21:27 GMT

Hi @kvlschaefer. We are using Quickbooks Online integration by HubSpot.

Re: Pull in Companies from Quickbooks

kvlschaefer — Wed, 27 Jul 2022 11:18:49 GMT

Hi @khookguy,

Thanks for the additional information!

According to the integration page, Quickbooks Online Integration currently only has the capability to map customers from Quickbooks to contacts in HubSpot.

An alternative integration you may want to explore is the QuickBooks Online Automation which allows for QB customers to be mapped to HubSpot companies. I wanted to share the app provider's website with you in case you would like to take a look, and contact their team.

I also wanted to add our subject matter experts to this conversation to see if they have any advice.

Hi @Josh, @MandyDROS, @HubDoPete - Are you aware of an integration or Zapier solution that could help @khookguy with their goal?

Thank you!

Best,

Kristen

Re: Pull in Companies from Quickbooks

khookguy — Fri, 29 Jul 2022 13:54:16 GMT

Thanks @kvlschaefer .

Hey @Josh, @MandyDROS, @HubDoPete - do any of you have experience with the QuickBooks Online Automation solution by SyncQ? Can anyone vouch for whether or not it is a reliable solution?