Quickbooks integration

I currently use a different CRM and one of the nice features, that I'm not seeing here, is the ability to send a contact's info directly into Quickbooks Online as a customer for speedy invoicing.  Any chance that might be forthcoming w/Hubspot?

HubSpot updates
Status updated to: In Beta
Apr 6, 2020

Hi everyone, 

 

The QuickBooks Online integration is now in an Open Beta. This means any user can now find and install the integration from the HubSpot marketplace. Click here to learn more about the integration. 

 

Best, 

 

Brandy

Status updated to: In Beta
Dec 4, 2019

Ssssshhh Smiley Happy there's a QuickBooks Online Private Beta happening if you're interested in helping us out and providing feedback about what we've built

 

Sign-up here and I can email you with details.

 

Cheers,

Jingo

Status updated to: In Planning
Jul 2, 2019

Hi everyone!

So sorry - the team has been laser focused on infrastructure and reliability across all integrations (as you can imagine, it's a doozy). Late Q4 is a ballpark estimation for release. Hope this helps and sincerely appreciate the patience, as always. We're just as eager to get this puppy shipped.

 

Aug 10, 2018

Hi everyone,

 

Your requests have been heard! My name is Jingo and I'm a Product Manager at HubSpot. I'm looking to understand more about these requests and really dive into the details.

 

If you're interested in potentially being interviewed regarding this integration, then please fill out this form

 

Thanks so much for your valuable feedback. We're working on it Smiley Happy

 

Cheers,

Jingo

30 Replies
Visitor

You can do it on Zapier as an integration between two apps but have to pay the monthly fee. I'm looking into other options and will keep you posted.

Occasional Contributor

Zapier will not give you this result with Quickbooks :

 

https://cdn2.hubspot.net/hubfs/2851080/invoice&payments2.jpg

New Contributor

So key and critical would be the ability to tie the creation of quotes within Hubspot to estimates being created in QB. In so many instances, those actively using Hubspot, do not also have access to accounting software. It would be huge to enable key / frequent workflows like:

- Hubspot quotes to QB invoices

- Payment received QB to change deal stage (closed won) and update deal amount in Hubspot

- Deal stage change (e.g. out for signature) in Hubspot pulls numerous deal properties to initiate an invoice in QB

Etc

 

Happy to provide input. I see most recently it was August that Jingo mentioned the team was working on this -- what's the latest timeline @jmante ? Thank you

Occasional Contributor

@jmante  Do you have a more firm launch date for this integration? Or a date when a BETA test will be available for those that signed up? 

New Contributor

Hey there,

I don't think HubSpot currently has a direct integration with QuickBooks. But you could try a tool like Zapier or Automate.io. I've personally used Automate.io and it did the job for me. 

 

From your request, I think you're looking to send contact info from HubSpot to QuickBooks to create a customer. I'm sharing a link below from Automate.io for HubSpot to QuickBooks integration. The steps to make the integration are pretty straightforward.

 

https://automate.io/integration/hubspot-crm/quickbooks

 

Hope this helps 🙂

Status updated to: In Beta
HubSpot Product Team

Ssssshhh Smiley Happy there's a QuickBooks Online Private Beta happening if you're interested in helping us out and providing feedback about what we've built

 

Sign-up here and I can email you with details.

 

Cheers,

Jingo

New Contributor

Hi Jingo,

 

I did sign up today to Beta but would love to hear how the progress is going.  A lot of SMB companies use Quickbooks and if we are going to anchor HubSpot as a central client touchpoint, having access to invoice/payment info would be great.  I have clients asking me about this a lot and I would prefer a native solution.   

Kind regards,

 

George

New Member

@jmanteAny update here?

How much will this integration cost?

Status updated to: In Beta
HubSpot Product Team

Hi everyone, 

 

The QuickBooks Online integration is now in an Open Beta. This means any user can now find and install the integration from the HubSpot marketplace. Click here to learn more about the integration. 

 

Best, 

 

Brandy

Occasional Contributor

Hi,

 

In another philosophy, I use this pluggin to automatically transfer contacts and quotes to Quickbooks.