We recently integrated HubSpot with Quickbooks where a deal moving to closed won would create an invoice in Quickbooks. It's working fine except we realized the recurring invoices in Quickbooks didn't send at the beginning of the month. Any idea what's going on?
So my issue is that it seems like the integration between HubSpot & QBO doesnt really work to create invoices automatically in non-US accounts because of taxes and tax setups in Canada. Other than that, the reminders side of things, even if the invoice email and the contact email are the same, the information is not accessible when sending out the email. I can preview the informaiton and it looks great. The preview shows the right content from the invoice, eg: Name, Email, Amount and Due date. But when sending , it doesnt see it
@BérangèreL, thank you for your response! The recurring invoices in QuickBooks that aren't sending were already there; they have nothing to do with the integration. But they suddenly stopped sending once we integrated with HubSpot. Any insights would be greatly appreciated!
Hi @LoriD15, thanks for the additional information and thanks @mohamedhamad for your help, sharing your valuable feedback!
In that case @LoriD15, I would recommend connecting with HubSpot Technical Support, as Support is included in your subscription and they will be able to provide real-time assistance for this matter, including hopping on a screenshare if necessary.
This might occur because the contact on the invoice doesn't share the email address of the customer in QuickBooks. If you change the contact on the invoice in HubSpot to the contact that matches the email of the customer in QuickBooks, the invoice will sync.
I'd love to put you in touch with some of our Top Experts and Community Members who also use the Quickbooks integration:
If you are still experiencing this @LoriD15, I would recommend connecting with HubSpot Technical Support, as Support is included in your subscription and they will be able to provide real-time assistance for this matter, including hopping on a screenshare if necessary.