Quickbooks integration change in 2024 - no longer uploading invoice PDFs

HubSpot Ideas
1

The new integration being launched no longer allows the invoice to sync with the associated deal.

It used to:

- upload a PDF of the invoice to the deal

- provide updates like (sent to customer, paid, overdue)

- allowed any hubspot user to view and download the invoice

It seems like none of these features are available with the new integration. It would be extremely beneficial to have that function back.

The new integration doesn’t seem to be an improvement from a user standpoint at all. Could you explain what the intended benefits of this change are and/or reintroduce the features listed above?

2

We miss the ability to click on and download the invoice in the deal record too. Its a huge feature removal for us, no longer able to see the invoice as a document unless you are the owner of Quickbooks. Would prefer to have this brought back.