Sales Integrations

Nagashankar
Participant

Create a invoice in Quickbooks when Deal is closed in hubspot

SOLVE

Hi all, 

   I want to be able to create a invoice in Quickbooks against a contact with the line items in Hubspots when a Deal is moved to Closed stage, is this possible ? 

 

I had a look at the integration optons and the invoice sync is only one way from QBO to Hubspot and not the other way around

 

Is this possible through workflow automation ? if possible, what version of Hubspot we need to be on ? we are on Hubspot Starter currently 

0 Upvotes
1 Accepted solution
Shubham_Sharma
Solution
Top Contributor

Create a invoice in Quickbooks when Deal is closed in hubspot

SOLVE

Hey @Nagashankar 

 

Yes it is possible kindly go through this article here: https://knowledge.hubspot.com/integrations/use-hubspots-integration-with-quickbooks 

 

In the enrollment trigger you can set the trigger when the deal stage is closed won create a invoice 

 

Shubham_Sharma_0-1713068266276.png

 

Also once you Integrate HubSpot and quickbook please go to the syc settings options weather you have enbale sync option for invoices also: https://knowledge.hubspot.com/integrations/use-hubspots-integration-with-quickbooks 

 

Shubham_Sharma_1-1713068471771.png

 

 

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2 Replies 2
Nagashankar
Participant

Create a invoice in Quickbooks when Deal is closed in hubspot

SOLVE

Thank you @Shubham_Sharma , this feature is only available in hubspot professional right ?

0 Upvotes
Shubham_Sharma
Solution
Top Contributor

Create a invoice in Quickbooks when Deal is closed in hubspot

SOLVE

Hey @Nagashankar 

 

Yes it is possible kindly go through this article here: https://knowledge.hubspot.com/integrations/use-hubspots-integration-with-quickbooks 

 

In the enrollment trigger you can set the trigger when the deal stage is closed won create a invoice 

 

Shubham_Sharma_0-1713068266276.png

 

Also once you Integrate HubSpot and quickbook please go to the syc settings options weather you have enbale sync option for invoices also: https://knowledge.hubspot.com/integrations/use-hubspots-integration-with-quickbooks 

 

Shubham_Sharma_1-1713068471771.png