Quickbooks Integration - Who Has Done it?

JRoyle
Participant

Looking for other Hubspot customers who have done the quickbooks integration...we are considering it but my team wants to know pros/cons of it. We currently have enterprise desktop but are considering doing online.  But if anyone has insight or would be willing to chat with us on their experience I would appreciate it.  I would love to have the data in one place but they still have some questions.

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8 Replies 8
natsumimori
Community Manager

Thank you for your post @JRoyle !

I wanted to tag in @BLaRosa and @MRamberg from this conversation. It'd be great if you could share any information or experience with @JRoyle 🙂

BLaRosa
Contributor

QB Online is good but it is limited compared to the rich features of any of teh desktop versions but particulalrly Enterprise.  Inventory, Estimates, Sales Orders, linked Purchase Orders etc are all critical bits unless you are a very small SME.  QB Online will get there but it is a long way away - as are most other cloud products.

We use QB Enterprise because of these exact features.

We have multiple Shopify stores where we use Connext to automate data being moved to QBE and it works well.

We'd liketo start to quote and take orders for our core business in HubSpot but this will mean manual data entry into QB which is a backwards step from our current processes.  Until HubSpot can take an order and push the bill of materials for the order to a finance system like QBE this move is dead in the water.

 

MRamberg
Contributor

This is exactly what we are experiencing right now. HubSpot should be more upfront about their QB integration options because most of the time it won't work from what I've heard unless you want to spend $10k-$20k on a custom integration solely so you can import an order or invoice from HS to QBE. If anyone has additional feedback on how they've made a work around it would be greatly appreciated!

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BLaRosa
Contributor

Give Connex a try (Sync with Connex | QuickBooks Automation | Simplify Your Workflow).  It is easy to implement, relatively inpensive for what value you get (certainly not $10-$20K) and a standard app so no custom integration needs to be developed.  We use Connext to sync our Shopify and HubSpot transactions into QB Enterprise and are very happy with it.

 

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MRamberg
Contributor

@BLaRosa I actually have spoken with Connex (in June of this year) and they are unable to fulfill what we would need. They only transfer info from QuickBooks into HubSpot, not the other way around. We need a way to take orders & invoices from HubSpot and import them into QuickBooks so that we can create jobs and allocate inventory etc. from there. Thanks for the feesback though!

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BLaRosa
Contributor

I am pretty sure they now support HubSpot deals/orders to QB.  This was a recent update.  Might be worth checking again.

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MRamberg
Contributor

Thanks for the update @BLaRosa I didn't realize that. I reached back out to them again to see if things have changed. Thanks again!

Honorable
Contributor

We've been trying this and have seen a few pros and cons fairly quickly. We've got over 100 clients we're currently invoicing monthly through QB Online, managing all other interactions in HubSpot.

 

Pros:

Creating invoices in HubSpot, pulling from the quote(s) in HubSpot. 

Fairly easy to set up and not have to re-add products or properties between sources

The "Invoices" section in a Hubspot deal that reflects status of the created invoice, e.g. "paid"

Invoice created in Hubspot is also created in QB and can be managed in QB as needed

 

Cons:

Only quotes that haven't expired can be used to create invoices (seamlessly)

Lack of real workflow options to move/manage data and steps between systems

Cannot create or manage recurring invoices in Hubspot for QB

Cannot create or manage sales receipts in Hubspot for QB

 

Overall this integration is a step in the right direction, and it's worth trying.  But key limitations like the ones above do make this a challenging tool to adopt fully right now.