The integration of QuickBooks and Hubspot is typically done to prepare invoices right from the deal record in Hubspot, see invoice details and view payment events on the specific deal timeline.
What is Hubspot and QuickBooks integration is all about?
The integration of Hubspot and QuickBooks helps reduction in manual data entry labor like contact details, sales entries, etc. Such information is automatically sent to both the databases.
Additionally, you can also add existing QuickBooks online invoices and contacts to the HubSpot.
Why do you need to integrate HubSpot and QuickBooks?
Here is why you need to integrate HubSpot and QuickBooks:
- Add, prepare, and share valuable QuickBooks invoices inside HubSpot- You can add existing invoices to HubSpot or prepare QuickBooks invoices directly inside the HubSpot deal record and share your new invoice with the URL given.
- Trigger-specific HubSpot workflows with the particular invoice data- Automate your approach and use fresh invoice deal properties to trigger the workflow in HubSpot, based on the invoices. Such new invoice deal properties comprise the invoice amount, invoice recipient, invoice status, invoice due date, etc.
- Prepare custom HubSpot reports on specific QuickBooks Online invoices.
Integrating two software can be a big boon for business beyond doubt. All you need to do is do the integration perfectly for the best results and efficient outcome.
How to do HubSpot and QuickBooks integration?
Here are the steps for HubSpot and QuickBooks integration.
Step 1: In your HubSpot account, press the Marketplace icon which is visible in the main navigation bar, and click App Marketplace.
Step 2: On the upper right side, press visit App Marketplace.
Step 3: Utilize the search bar to look for the QuickBooks Integration, hover over it, and then press View Integration.
Step 4: Press Connect App and then you log in with your QuickBooks Online details.
Step 5: Once the integration is done completely, it will be successfully listed on the Connected App section.
Step 6: Numerous accounts can be connected by navigating the marketplace visible on the main navigation bar. In the Manage section, choose Connected Apps.
Step 7: Choose QuickBooks online and press Connect QuickBooks account on the upper right side.
Can you Build Custom Reports along with Dashboards using your QuickBooks and HubSpot Data?
Yes. It is possible to build custom reports along with dashboards using your QuickBooks and HubSpot data.
Can you Bring all your QuickBooks and HubSpot Data into one Spot?
Yes, you can. HubSpot and QuickBooks integration helps it.
What is HubSpot?
HubSpot is a renowned sales and inbound marketing software.