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traviskl
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Member since ‎Apr 7, 2022
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Kelly Travis

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traviskl on July 08, 2022
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 read more
0 upvote
2 Replies
Participant
August 05, 2022
Any advice on this? We could really benefit from hearing how other users are handling their HS + QBO integration.
TViolanti on May 05, 2021
Due to another integration, our products had to be setup in QuickBooks Online with the SKU in the Name field. We were hoping there was a way for HubSpot's Name field to look at the Sales Decription field in QuickBooks online instead when doing the read more
1 upvote
1 Reply
Participant
August 05, 2022
This would be incredibly helpful for us, too. It seems crazy that this functionality is not available. I'm curiuos how other HubSpot + QBO users...read more
traviskl on June 30, 2022
Has anyone found a workaround to use the "Set property value" action in a workflow to update a property field on a Line Item? It's currently not available in the dropdown for that action. I'm trying to use a workflow to auto-populate a field on read more
0 upvote
3 Replies
Participant
August 03, 2022
Hi - I want to be able to update custom properties on the line items based on what a sales rep selects in a different field on that line item. F...read more
traviskl on July 11, 2022
It would be really helpful if we were able to edit the order of fields on the "Add Line Item" screen to a deal. This is critical to ensure our team selects the right items. We can't have all the fields required, because there isn't a way to hav read more
traviskl on July 08, 2022
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 read more
0 upvote
2 Replies
Participant
August 05, 2022
Any advice on this? We could really benefit from hearing how other users are handling their HS + QBO integration.
traviskl on July 06, 2022
It would be incredibly helpful to have the ability to set a line item property in a workflow using the "Set property value". Currently, "Line Item" is not an option. This would help us as we have revenue reporting fields on our line items/produc read more
6 upvotes
2 Replies
Contributor
July 20, 2022
+1 Line Item properties do not seem exposed to workflows and I too would like this ability. I have this recurring scenario where I encounter ...read more
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