CRM

greensgonewild
Member

QuickBooks Integration Help

Help! I integrated QBO with HubSpot over a week ago, and nothing is syncing. I have a QuickBooks Plus account. I'm trying out the free HS CRM for now. Why is this happening? Who can help me troubleshoot? Lastly, if we get the integration to work correctly, will I be able to see past invoices, customers, history, etc.? I read in the Academy that it will only sync new info. 

 

I'm about to throw my hands up and go back to Method CRM, which was an absolute breeze for integrating. Thank you for the help!

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PamCotton
Community Manager
Community Manager

QuickBooks Integration Help

Hello @greensgonewild, thank you for posting in our Community!

Could you confirm that you've followed all the instructions from our article here?  The more information, screenshots, and details you can provide, the better I can advise on the next steps.

 

Thank you,

Pam

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