topic Re: Integrate QuickBooks and Hubspot in Sales Integrations

How to Integrate HubSpot with QuickBooks Online?

AHernandez08 — Tue, 31 Mar 2026 20:39:01 GMT

We want to integrate our HubSpot account with our QuickBooks Online account. We want to have all of the data centralized in HubSpot, we'll be using the Payments tool, and we plan to sync the invoicing information from HubSpot to QuickBooks Online using workflows. What is the best practice to do this? Integrating QuickBooks from HubSpot or HubSpot from QuickBooks?

Thanks!

Moderator Note: this post was reviewed for relevancy and optimized for clarity on 3/30. Thank you for your contributions to the HubSpot Community!

Re: Integrate QuickBooks and Hubspot

kvlschaefer — Wed, 17 May 2023 12:32:19 GMT

Hi @AHernandez08,

Thank you for reaching out to the Community!

This is a great question 🙂

I wanted to share a few resources on the Quickbooks Integration and HubSpot Payments:

[Knowledge Base] Use HubSpot's integration with QuickBooks Online
[Knowledge Base] Use Quickbooks Actions with HubSpot Payments

I would recommend integrating QB from HS to take advantage of the HubSpot/Quickbooks Online workflow actions for payments such as creating paid invoices and receipts in addition to other workflow actions like creating sales orders and invoices.

I also wanted to invite our subject matter experts to see if they have advice.

Hi @JackCoopersmith, @bendonahower, @MrJustinGivens - Do you have any best practice advice for @AHernandez08 regarding Quickbooks and HubSpot payments?

Thank you!

Best,

Kristen

Re: Integrate QuickBooks and Hubspot

bendonahower — Thu, 18 May 2023 10:47:45 GMT

I don't think there is a best practice per say. A lot of it depends upon where your source of truth is for this kind of information and what your process looks like. If you are going to exclusively create quotes, payment links, and use HubSpot payments, your starting point would then be HubSpot and you would sync to Quickbooks. One the other hand, if you are going to use a native integration, create draft invoices in Quickbooks, and ultimately send, follow up on, track invoices in Quickbooks, you would start there. A lot of businesses, my agency included, live a little in the middle, and it can get complicated there.

Re: Integrate QuickBooks and Hubspot

JackCoopersmith — Thu, 18 May 2023 13:51:22 GMT

+1 to what @kvlschaefer mentioned! So we're thinking quite a bit about this integration nowadays and I do indeed expect to see some changes on this front, but for now I'd recommend using these workflow actions and create the following workflows with them:

Payment based workflow trigger status of "succeeded" > create paid invoice and create a QBO expense
Payment based workflow trigger status of "refunded" > create refund receipt

Re: Integrate QuickBooks and Hubspot

aminhas — Fri, 10 May 2024 11:58:08 GMT

I utilize Quickbooks for accounting, invoicing, and managing payments, while employing Hubspot as my CRM. To streamline operations, I intended to utilize Hubspot for both invoicing and payment processing, enabling sales representatives to swiftly close deals and promptly send invoices directly from Hubspot, rather than relying on the accounting department to generate invoices through Quickbooks. However, I encountered an obstacle during integration; there is no integration pathway from Hubspot to Quickbooks for invoicing. Presently, only a one-way integration exists, transferring invoices from Quickbooks to Hubspot, but not vice versa. Consequently, my Quickbooks accounting team won't be able to reconcile invoices with customers in Quickbooks. I am seeking a resolution to this issue.

Re: Integrate QuickBooks and Hubspot

AAtkins1 — Thu, 22 Aug 2024 20:04:05 GMT

having the same issue!

Re: Integrate QuickBooks and Hubspot

JackCoopersmith — Fri, 23 Aug 2024 21:06:30 GMT

Have you folks checked out this massive new improvement by chance?

Re: Integrate QuickBooks and Hubspot

Tayyasar_Husayn — Fri, 14 Mar 2025 20:19:38 GMT

Hi,

Recommendation for HubSpot & QuickBooks Integration

If HubSpot is the source of truth, the integration should flow from HubSpot to QuickBooks Online (QBO) to ensure that invoice and customer data remain consistent. Conversely, if QuickBooks is the primary system, data should sync in the opposite direction.

For a quick and seamless integration, we recommend using the HubSpot Marketplace QuickBooks Data Sync App, which provides prebuilt synchronization for invoices, payments, and customer records.

However, if your business has custom requirements—such as advanced data mapping, automation, or real-time event-driven syncing—we are happy to develop a tailored integration that aligns with your workflows.

Let us know your specific needs, and we’ll ensure an optimal solution! Contact Us

Re: Integrate QuickBooks and Hubspot

RobertYoung — Mon, 31 Mar 2025 11:56:03 GMT

Hi @AHernandez08
If you’re making HubSpot your main system, it’s better to integrate QuickBooks from HubSpot. That way, you can sync invoices smoothly using workflows. I’d also look into tools like Skyvia – it’s pretty straightforward for connecting HubSpot and QuickBooks without codding

Re: Integrate QuickBooks and Hubspot

Nagarjoon — Wed, 09 Jul 2025 18:16:51 GMT

If you're looking to centralize all your data in HubSpot and use its Payments tool while syncing invoice data to QuickBooks Online, the best practice is to treat HubSpot as the source of truth and integrate QuickBooks from HubSpot. This approach allows you to use HubSpot for generating invoices and managing customer journeys while pushing the relevant financial data—like invoice details, payment status, and customer info—into QuickBooks for accounting and reconciliation. It also allows your sales and support teams to work entirely within HubSpot without needing to jump into QuickBooks.

Cloudify will help you with the integration between HubSpot and QuickBooks, ensuring a seamless and efficient data flow. Give it a try -
https://ecosystem.hubspot.com/marketplace/apps/quickbooks-13813626