How to create TTM sales data for Contacts from QBO Invoice Integration

[BSchwartz1]

Hi, 

I have my sales data synced through the QuickBooks Online integration. This creates all the invoices under the appropriate contact, but there is no summary data. 

How do I create a new property that will sum the invoices to show the last 12 months invoice totoal? 

I was able to create a custom property that let me sum all the invoice data, but the conditional setting did not let me filter by invoice (or billed) date.

Thank you!

[BérangèreL]

Hi @BSchwartz1 and welcome to the Community!
We are so glad to have you here!

Thank you for asking the Community!

I understand that you created a custom property and you'd like to sync it to QuickBooks integration. Please let me know if that's not the case.

What are you referring to when you talk about "conditional setting", please?
Is that the field mapping?

The more info, screenshots (without sensitive/confidential information), and details you can provide, the better the Community can assist.

I'd be happy to put you in touch with some of our Top Experts and some of our Community Members: Hi @MichaelEstep1, @johnelmer, @GreyHamilton and @louischausse do you have suggestions to help @BSchwartz1, please?

Thanks a lot and have a lovely day and weekend!

Best,
Bérangère

[BSchwartz1]

Hi, 

Let me clarify. I have a connected QBO to Hubspot via the app marketplace and I am syncing Invoices. So my contacts in Hubspot are showing all their invoices from QBO.

I am trying to create a new property, which sums all Invoices associated with a Contact for the last 12 months. This way I can segment my customers by summarized revenue data, frequency, etc.

Hubspot allows me to create a property (field type-->Rollup) to sum all of the Invoices associated with a contact, but it will not let me filter those invoices. Hubspot has the option to add a Condition, but Invoice Date or Billed Date is not an option. So it sums 3+ years of invoices instead of 12 months.

Here are some screen shots.