Automating Quickbooks invoicing in Hubspot

Smart CRM & Sales Hub CRM
1

Hi,

Is there a way to automate creating and sending QuickBooks invoices in Hubspot? I have found 3 different Hubspot Quickbooks integrations. One is through PieSync and lets you sync contacts both ways.

Another allows invoice creation, but this is done in deals and cannot be automated.

The third is through QSync. There is no documentation and I cannot get it to work correctly. It implies it can do what I am wanting but I don’t see how now that it is installed.

This is for a subscription renewal workflow. The customer will receive a 30, 60, and 90 day renewal notice, preferably with an invoice link attached.

2

Hey @Jsum

I hope you had a great weekend! I not familiar with any integration that can help you to achieve this, however, we can ask our experts to see if they have used any integration that might help you to achieve this.

Hey @Josh @louischausse @HubSpotMaster do you have any thoughts to share with @Jsum?

Thank you

Sharon

3

Hi @Jsum,

I’m not sure of any integration either that might accomplish this. We do all of our automated invoices directly from Quickbooks Online. Not as advanced as a workflow, but it gets the job done for us.

Thanks for the ping @sharonlicari!

Josh

4

@Josh - after the automated invoices get sent out via Quickbooks, do you then add the invoices to deals in Hubspot? If so, do you do that manually?

5

Hello @Jsum

You can create and send the invoice using zapier quite easily

Getting the invoice link and include it in a reminder could be more tricky

Don’t forget to mark my reply as a solution if you are satisfied. If not, do not hesitate to ask me anything!

6

@louischausse , can you explain how this would work? Do you generate the invoice from Hubspot?

I’ve managed to do that via the intergration but then can’t see where I can send that invoice to my customer.

7

Hey @JLeigh
Sorry for the late reply. For some reason I missed your post notification.
Here’s a good example on how to do this on the Zapier blog. It triggers from Shopify instead of HubSpot but it is basically the same process.

Do not hesitate should you have questions.