Issue with Contact-Invoice Association in QuickBooks & HubSpot Integration

[TPesach3]

Hello HubSpot Community,

I'm currently facing an issue with the HubSpot-QuickBooks Online integration. Both contacts and invoices are successfully synced between the two platforms, but no associations are being created between the contacts and invoices in HubSpot.

Here’s what I’ve done so far:

• Contact syncing is active and both contacts and invoices are syncing correctly between QuickBooks and HubSpot.
• I've ensured that the necessary fields (First Name, Last Name, and Email Address) are present for contacts in HubSpot to match them with QuickBooks customers.
• Invoices appear in HubSpot, but they are not automatically associated with the relevant contacts or deals.

I've also checked the integration setup:

• Contact and Invoice Sync: Confirmed that contact sync is working, but invoices don't seem to be linked automatically with their respective contacts or deals. I’ve read that this association might need to be done manually, but I was under the impression that this should happen automatically.

Steps I've taken to troubleshoot:

1. Reviewed the field mappings in the integration settings to ensure the necessary data sync fields are included.
2. Checked for any sync logs or errors, but found none.
3. Verified that QuickBooks customers have the same email addresses as HubSpot contacts.

Has anyone else experienced this issue with contact-invoice associations in the HubSpot-QuickBooks integration? Is there a specific field or setting I’m missing?

Any insights or advice would be greatly appreciated!

Thanks in advance!

[kennedyp]

Hey @TPesach3! Thanks for your post. From the Knowledge Base article, it does seem to imply that the Contact would be associated with the invoice in addition to any companies associated with the contact. 

Maybe some of our experts can confirm if this is expected behavior or suggest some troubleshooting. Hey @Jonas_De_Mets, @Jnix284, @trevordjones have any of you experienced this before with QBO? Thanks! 

Best,
Kennedy

[DTuli]

Hi @TPesach3 

It seems you've put in a lot of effort to troubleshoot the HubSpot Online integration issue, which is commendable. Here are a few additional steps and considerations that might help:

1. Ensure associations are enabled in the HubSpot integration settings.

2. Confirm that invoices in have the correct contacts assigned.

3. Double-check the field mappings to ensure all necessary fields are included.

4. Verify that the integration user has the necessary permissions in both HubSpot.

5. Look for any sync logs or errors that might indicate issues.

6. Review the HubSpot integration documentation for specific notes regarding associations.

7. If the issue persists, reach out to HubSpot support for further assistance.

If you need support or have any questions, feel free to reach out to us at HuboExperts—we’re here to help!

Did my post address your questions or challenges? If so, please mark it as a solution so others can find it easily.

[TPesach3]

Sorry but it's not helping too much.