quickbooks sync

Hi, hoping to get help with sync the invoices, the area where you select the default income account list doesnt have the account I am using which is the "service and repair income: hope there is a way to add that or another way around it

Hi @CAnderson79 :waving_hand: Welcome to our community! Thanks for your post. I’d like to invite some of our community experts to the conversation — hey

@Olivia_Bagnall @trevordjones @Shubham_Sharma do you have any troubleshootings tips or other suggestions for @CAnderson79?

Thank you very much for taking a look! — Jaycee

Hi @CAnderson79 and thanks for the tag @Jaycee_Lewis !

Sorry about the late reply.

Have your synced your products between platforms? The knowledge base article recommends doing so to ensure that your income and expense accounts are correctly linked. I would start by checking that.

I hope this is helpful!

Hi! Sounds like you’re trying to sync invoices and are running into an issue where your “Service and Repair Income” account isn’t showing up in the list of default income accounts. This usually happens if that account isn’t set up properly in your accounting system (like QuickBooks) or isn’t marked as an active income-type account. First, double-check in QuickBooks (or the system you’re using) to ensure that “Service and Repair Income” is set up under Income category and marked as active. If it’s not showing up still, try refreshing your integration or re-syncing the account list in your connector settings—some apps don’t automatically pull in new accounts unless prompted. If that doesn’t work, you can also temporarily assign a different income account, complete the sync, and then edit the synced data inside QuickBooks afterward.

Cloudify will help you streamline this process and ensure seamless integration between HubSpot and QuickBooks. Cloudify helps automate deal-to-invoice/estimate conversion in QuickBooks, provides real-time financial data from QuickBooks in HubSpot, and offers instant notifications with One-Click Replay functionality.

Hi @CAnderson79

You’re right, the missing “Service and Repair Income” account not showing up is usually because it’s not recognized as an active income-type account in QuickBooks.

Double-check in QuickBooks that the account is categorized under Income and marked active. If it’s correct but still not appearing, refresh your integration’s account list in HubSpot’s connector settings (sometimes new accounts don’t auto-pull).

Another workaround is to map the sync to a placeholder income account, complete the sync, and then reassign the line items in QuickBooks after import. HubSpot’s QuickBooks Online integration guide

(Connect HubSpot and QuickBooks Online )

Since you’re syncing invoices, consistency across systems is key. A number of teams run into pain maintaining these mappings manually. That’s actually where a real-time two-way sync platform like Stacksync helps because it propagates changes instantly between HubSpot and QuickBooks

It avoids the brittle workarounds and silent mismatches that come up when accounts or products don’t line up. It also cuts down the “dirty plumbing” work of constantly fixing integration gaps, so finance and ops teams can trust the data without re-checking every invoicee

Happy to share more if you want to see how it would fit in your setup.