Sales Integrations

traviskl
Participant

QBO Integration

Is anyone using the Quickbooks integration with HubSpot?

 

I'm surprised that the data flows only from QBO to HS. Here are the questions I'm looking to get answered:

 

1. Do you manually create new customers + contacts in Quickbooks for every closed deal?

2. We have all of our products in HubSpot. Does that mean you create new products in QBO and HubSpot each time you have an update so the descriptions on the invoices match?

3. How do you get the invoices to take the pricing of the HubSpot product, not the QBO product? We have rate card items, but a lot of our products are discounted.

 

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2 Replies 2
kvonloesecke
Community Manager
Community Manager

QBO Integration

Hi @traviskl,

 

Thanks for reaching out!

 

I wanted to invite our subject matter experts to this conversation.

Hi @Olivia_Bagnall@Josh@louischausse@HubSpotMaster - Do you have any insight you would like to share with @traviskl?

 

Thank you!

 

Best,

Kristen


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traviskl
Participant

QBO Integration

Any advice on this? We could really benefit from hearing how other users are handling their HS + QBO integration.

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