Great minds think alike

QBO Integration with Multiple QuickBooks Accounts   Wanted to share our recent experience with the new QuickBooks Online integration, in case it helps others navigating a multi-entity setup.   We’re a team that runs multiple QBO accounts under one HubSpot environment—each tied to a separate legal entity. Out of the gate, the new integration looked promising, but we hit a wall pretty quickly: there wasn’t a straightforward way to assign invoices (or subscription packages) to the correct QBO account at the moment of creation. Everything defaulted to one account, with no UI option to switch.   After some back-and-forth, we finally got connected with Fredy on the HubSpot support team—who was absolutely fantastic. He helped us think through the structure and got us to a place where the integration is now functional using workflows as a workaround. Essentially, we’re routing invoices to the right QBO account based on deal or company-level logic inside a workflow.   That said, it’s still not ideal.     What would make this a game-changer for teams like ours: Ability to choose the connected QBO account at the time of invoice or subscription creation (dropdown or selector in the invoice screen) More flexible visibility into which QBO account a record is tied to Possibly even tag/label options to reflect which QBO account the invoice is syncing with, especially in multi-brand or multi-entity setups   We love where this integration is headed—it’s clear a ton of thought has gone into it—but for those of us running multi-LLC or multi-brand environments, just a few added controls would take it from good to great.   Appreciate all the work being done on this—big thanks again to Fredy for the clear and thoughtful support. ...read more

URLs of articles posted within a subcategory are currently set up this way: https://hub.suiteengine.com/knowledge-base/homebuilder-getting-started-cfo (i.e.: https://'current-default-domain'/'current-default-slug'/'article-title') This is what we need it to display: https://hub.suiteengine.com/knowledge-base/homebuilder-for-residential-production-builders/getting-started/homebuilder-getting-started-cfo (i.e.: https://'current-default-domain'/'current-default-slug'/'category'/'subcategory'/'article-title') Additionally, when trying to share or link to an entire category or subcategory, the default URL settings only include the main category in the slug, and the 'main content' or subcategory is marked with a pound sign (#). Example of Category: https://hub.suiteengine.com/knowledge-base/homebuilder-for-residential-production-builders#main-content  Example of Subcategory: https://hub.suiteengine.com/knowledge-base/homebuilder-for-residential-production-builders#getting-started What we need (using the same example as the URLs above):  https://hub.suiteengine.com/knowledge-base/homebuilder-for-residential-production-builders/ or https://hub.suiteengine.com/knowledge-base/homebuilder-for-residential-production-builders/getting-started/   Why this is important to us: A general 'best practice' for SEO and UX is to keep the site structure (breadcrumbs) in the URL for improved: navigation and clarity (UX) crawlability and indexing (contextual relevance) (SEO) When embedding URLs into other platforms (in our case, Microsoft Dynamics 365 Business Central), the pound symbol (#) is not recognized as a correct URL structure, so when referencing/linking entire categories or subcategories, it must be a proper slug. We have multiple product lines and channels, which can get confusing for our subscribers and even our own content editors and service teams if the categories and subcategories are not clear. The titles of our articles could be shorter if the categories and subcategories were included in the URL. ...read more

Smaller Header / Blue Space In the previous version, the large blue header area would shrink as you scroll through an article. In the current layout, the header remains fixed and takes up a lot of space. It would be great to either reduce its size by default or bring back the shrinking behavior — both on the dashboard view and within articles. List Format for Articles in a Category Currently, when clicking on a category, the articles are not immediately listed — instead, users have to click “See more.” We’d prefer a direct list view, similar to how it worked in the older Knowledge Base. This would improve navigation and make content more accessible. Option to Add a Preview Image to Articles It would be helpful to have the ability to add a preview/thumbnail image to each article, especially for categories where visual cues help users navigate or recognize content. “See All Articles” Link for Categories The new category layout appears quite empty at first glance. Adding a visible “See all articles” link or button within each category section would make it clearer that there’s more content and improve the browsing experience.     ...read more

The Knowledge Base really needs multi-level subcategories to allow better content structuring. Right now, it’s too flat to handle complex/long documentation. Also, having a sticky table of contents (on the left side) in long articles would improve navigation. Without these, the KB is hard to scale and becomes nearly useless for advanced support content. ...read more

The guide creator is a great start to mimicking other platforms like ScribeHow BUT once a guide is published or even saved before publishing, it can't be edited or updated. In the chance of a minor typo, you'd essentially have to recreate the entire guide in order to correct a typo or add a step.   It's also a bit baffling that there isn't an automatica option to transfer or add the guide to a KH article.  It doesn't even appear to be option to copy from within the guide creator - as a user I have to go to the guide link, copy and then paste it into a KH article.     These two added functionalities would make a world of difference in the usability of guides. ...read more

As a user I always end up in the wrong knowledge base because as soon as I leave the module and go back, the first one opens.   Pls save which knowledge base the user has opened the last time and open this one first. ...read more

I'm working with a client who is building KB articles in HS. When the search results appear they want only the article titles to show and no other explanatory text. The other text is coming out of the Meta Description which is required.    This particular KB is going to be public but they do not need it to follow SEO best practices and intend to put the No Follow tags on all the articles any way.    I know the Meta Description is useful for truly publicly facing KBs. But in this case, we should have the ability to unrequire such SEO requirements when we don't want to use them. ...read more

Wenn man über Hubspot -> Kontakte eine Email an einem Kunde sendet, hat man die Möglichkeit einen Beitrag der Wissensdatenbank zu verlinken. Bei der Suche des richtigen Beitrags muss man leider immer genau die Überschrift des Beitrags eingeben. In der Wissensdatenbank wird dem Kunde bei der Suche eines Beitrags auch die hinterlegte Tags berücksichtigt. Warum werden die Tags bei der Suche des Beitrags für die Email nicht berücksichtigt? ...read more

Amazing, so helpful thank you so much for sharing  ...read more