Please note: QuickBooks actions in HubSpot workflows are only available for customers based in the United States. - when will this be available for users outside of the US? We are in Canada and have now lost the ability to create invoices directly from a quote and have them integrate into Quickbooks. The suggested workaround is to use the workflows, which then aren’t available to us.
Hi @KCooper7,
We’re glad you reached out to the Community!
I understand that you may be curious about Payments, and I want to apologize for any inconvenience. Currently, Payments is only available in the US, as you mentioned. However, we’re always working on expanding our services and bringing them to more countries in the future.
At the moment, we don’t have a date for when payments will be available in Canada. However since you’re not located in the U.S., HubSpot welcomes your feedback on whether you’d be interested in using payments in other countries. You can let HubSpot know which countries you want to use payments in following the steps below:
- In your HubSpot account, navigate to Sales > Payments > Payments.
- Click Set up Payments.
- In the Before you start, is your company located in the United States? section, select No.
- Select the checkboxes next to the countries you would want to use payments in, then click Next.
Keep in mind that HubSpot can’t guarantee when, or even if, payments will be made available in any particular country. There are apps available in HubSpot’s App Marketplace that you can use with HubSpot to simplify your payment process. Learn more about the available payment apps.
If you want to review the full article in our knowledge base, I’ll share it with you right here: Payments | Frequently Asked Questions.
Take care and see you around the community!
Diana
Hi - your response was about payments, but I am actually trying to create a deal based workflow to create an invoice in Quickbooks, since the option to use Integrated Invoices is no longer working after our upgrade to Quickbooks Online. We are not able to create the workflow since Quickbooks Actions in Hubspot workflows are only available for customers in the US. For Canadian Customers, what is available for us to create an invoice in HS from our quotes, but have it integrate autmatically with Quickbooks?
HubSpot’s native QuickBooks integration does not currently support syncing Quotes directly to QuickBooks Invoices. The integration is limited to syncing HubSpot Invoices with QuickBooks Online.
To achieve a Quote-to-Invoice sync, you’ll need to implement a custom workflow action within HubSpot. This would involve creating a custom workflow that triggers when a Quote is created or approved, and then sends the relevant data (e.g., line items, customer details) to QuickBooks via their API to generate an invoice.
This approach allows you to automate the process while maintaining full control over the data mapping and behavior.