Integrate QuickBooks and Hubspot

[AHernandez08]

We want to integrate our HubSpot account with our QuickBooks Online account. We want to have all of the data centralized in HS, we'll be using the Payments tool, and we plan to sync the invoicing information from HS to QB using workflows. Which is the best practice to do this? Integrating QB from HS or HS from QB? 

Thanks!

[aminhas]

I utilize Quickbooks for accounting, invoicing, and managing payments, while employing Hubspot as my CRM. To streamline operations, I intended to utilize Hubspot for both invoicing and payment processing, enabling sales representatives to swiftly close deals and promptly send invoices directly from Hubspot, rather than relying on the accounting department to generate invoices through Quickbooks. However, I encountered an obstacle during integration; there is no integration pathway from Hubspot to Quickbooks for invoicing. Presently, only a one-way integration exists, transferring invoices from Quickbooks to Hubspot, but not vice versa. Consequently, my Quickbooks accounting team won't be able to reconcile invoices with customers in Quickbooks. I am seeking a resolution to this issue.

[AAtkins1]

having the same issue!

[JackCoopersmith]

Have you folks checked out this massive new improvement by chance?

[JackCoopersmith]

+1 to what @kvlschaefer mentioned! So we're thinking quite a bit about this integration nowadays and I do indeed expect to see some changes on this front, but for now I'd recommend using these workflow actions and create the following workflows with them:

1. Payment based workflow trigger status of "succeeded" > create paid invoice and create a QBO expense
2. Payment based workflow trigger status of "refunded" > create refund receipt

[bendonahower · Accepted solution]

I don't think there is a best practice per say. A lot of it depends upon where your source of truth is for this kind of information and what your process looks like. If you are going to exclusively create quotes, payment links, and use HubSpot payments, your starting point would then be HubSpot and you would sync to Quickbooks. One the other hand, if you are going to use a native integration, create draft invoices in Quickbooks, and ultimately send, follow up on, track invoices in Quickbooks, you would start there. A lot of businesses, my agency included, live a little in the middle, and it can get complicated there.

[kvlschaefer]

Hi @AHernandez08,

Thank you for reaching out to the Community! 

This is a great question 🙂

I wanted to share a few resources on the Quickbooks Integration and HubSpot Payments:

• [Knowledge Base] Use HubSpot's integration with QuickBooks Online
• [Knowledge Base] Use Quickbooks Actions with HubSpot Payments

I would recommend integrating QB from HS to take advantage of the HubSpot/Quickbooks Online workflow actions for payments such as creating paid invoices and receipts in addition to other workflow actions like creating sales orders and invoices. 

I also wanted to invite our subject matter experts to see if they have advice.

Hi @JackCoopersmith, @bendonahower, @MrJustinGivens - Do you have any best practice advice for @AHernandez08 regarding Quickbooks and HubSpot payments?

Thank you! 

Best,

Kristen