Jan 12, 2021 11:08 AM
Happy New Year Everyone!
We are looking to add the QBO integration but we see there are several apps that offer this service and we are looking for recommendations on the BEST option available. Between the apps they are also offered at different price points and different service offerings.
We are primarily concerened with Estimates and Invoices and how the flow between both platforms should work. We will still create both Estimates and Invoices in QBO but we want to do away with double entry into both systems.
We are concerned about creating duplicate contacts, how bringing in products works and making a mess of our HS database.
Any insight, or advice is greatly appreciated!!!
Thanks,
Paul
Solved! Go to Solution.
Jan 13, 2021 7:35 AM
@AnythingPrintca the integration built by Quickbooks/HubSpot themselves does not include Estimates - however it would be the most stable/reliable option.
There is one built by a service provider that looks like it does what you need, I've never used it but it ticks the boxes: https://ecosystem.hubspot.com/marketplace/apps/finance/accounting/syncq-205489
Jul 12, 2022 11:39 AM
Commercient has an app for your HubSpot and Quickbooks Online integration needs. The Integration is out of the box and bi-directional using Commercient's sync methodology trusted by thousands of users. The Sync can get integrated in hours instead of months. Your team manages the installation and application through an online wizard. The application is available on HubSpot Marketplace.
Success plans are available to help you with the installation and application usage. Optional components are available based on your needs, it is highly customizable. I hope this information is helpful for your above query.
Regards
N Mosime
Jul 12, 2022 4:27 PM
Thanks for sharing, @naudine!
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Jan 13, 2021 7:35 AM
@AnythingPrintca the integration built by Quickbooks/HubSpot themselves does not include Estimates - however it would be the most stable/reliable option.
There is one built by a service provider that looks like it does what you need, I've never used it but it ticks the boxes: https://ecosystem.hubspot.com/marketplace/apps/finance/accounting/syncq-205489
Jan 13, 2021 6:42 AM
Welcome to the Community!
I was investigating and we have available the external integration QuickBooks Online, and has a few reviews. I'll recommend to check in our Marketplace for a few options and read through the review other users have shared, this might give you an idea of which one you can use.
Also, I'll tag a few experts that can advise you if they had any experience with any integration.
Hey @Bryantworks @darynsmith what would you suggest in this case?
Thanks
Sharon
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