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KCooper7
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Member since ‎May 14, 2021
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Kari Cooper

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Activity

IRKiroku on February 02, 2024
Amend Invoice association card fields
At the moment it's not possible to amend/rearrange/change the fields shown on the contact record when they have invoices. Our invoices are created via the Stripe integration and so some of the default fields are empty. Like with other associatio read more
Reply Idea Contacts & Companies
4 upvotes
2 Replies
KCooper7
Participant
August 30, 2024
This would be incredibly helpful - we have a custom field to show the amount invoiced vs the expected amount of a deal, but it is pulling in the full...read more
LChristian on June 15, 2023
Experiencing an Issue with the QuickBooks Integration
Is anyone experiencing errors or other issues in using the enhanced features in the new QuickBooks app intergration in HubSpot? We get an error when we enable the features to use workflows and basically all the functionality that is cruicial (not s read more
Reply Discussion Data Quality
0 upvote
6 Replies
KCooper7
Participant
January 24, 2024
We are trying to set up the workflow so that we can have our invoices created in QB, but when I try to do the workflow, I have to enable the extra fe...read more
Solved
KCooper7 on October 11, 2023
Quickbooks Integration
Please note: QuickBooks actions in HubSpot workflows are only available for customers based in the United States. - when will this be available for users outside of the US? We are in Canada and have now lost the ability to create invoices dire read more
Reply Discussion Integrations
0 upvote
2 Replies
KCooper7
Participant
January 24, 2024
Hi - your response was about payments, but I am actually trying to create a deal based workflow to create an invoice in Quickbooks, since the option...read more
Solved
KCooper7 on October 11, 2023
Quickbooks Integration
Please note: QuickBooks actions in HubSpot workflows are only available for customers based in the United States. - when will this be available for users outside of the US? We are in Canada and have now lost the ability to create invoices dire read more
Reply Discussion Integrations
0 upvote
2 Replies
KCooper7
Participant
January 24, 2024
Hi - your response was about payments, but I am actually trying to create a deal based workflow to create an invoice in Quickbooks, since the option...read more
zakflix on March 08, 2021
Quickbooks integration: Problems with properties
We are using hubspots quickbooks integration, but are running into a couple of issues when trying to run reports on the data that comes back into hubspot. Issue 1: Partial payments - there is no way to see how much of the invoice was actually read more
Reply Idea Integrations
14 upvotes
6 Replies
KCooper7
Participant
June 06, 2023
We have many deals that the customer is invoiced monthly against a PO - we have the amount for the full deal listed for forecasting, but need to also...read more
KCooper7 on October 13, 2021
Linking fiscal year to reporting
Our fiscal year runs July 1-June 30th, which means that choosing quarterly reports in HS is not straightforward. We have the ability to set our fiscal year in HS - why can't that link to the reporting analytics?
Reply Idea Sales Reporting
5 upvotes
0 Reply
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