HubSpot and QuickBooks Online Integration

by James Antonio

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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.

Features of Dancing Numbers for QuickBooks Desktop

Imports

Exports

Deletes

Customization

How Dancing Numbers Will Help You

 

Dancing Numbers is SaaS-based software that can easily be integrated with your QuickBooks account. You can import, export, and delete lists or transactions from your company file. Using Dancing Numbers you can simplify and automate the process, saving time and increasing productivity. Just fill in a few fields and apply the relevant features to complete the task.

It saves your time and money that you can invest in your business. It has no human errors, works automatically, provides a user-friendly interface (easy to use and learn), and more. You can also have access to the comprehensive features set if you use it to import, export, and delete services.

Supported Entities/Lists

Dancing Numbers supports all QuickBooks entities that are mentioned below:-

Customer Transactions

Invoice
Receive Payment
Estimate
Credit Memo/Return Receipt
Sales Receipt
Sales Order
Statement Charge

Vendor Transactions

Bill
Bill Payment
Purchase Order
Item Receipt
Vendor Credit

Banking Transactions

Check
Journal Entry
Deposit
Transfer Funds
Bank Statement
Credit Card Statement
Credit Card Charge
Credit Card Credit

Employee Transaction / List

Time Tracking
Employee Payroll
Wage Items

Others

Inventory Adjustment
Inventory Transfer
Vehicle Mileage

Technical Details

Devices Supported

  • Windows

Deployment

  • On Premise

Language Support

  • English

Pricing Model

  • Annual Subscription

Customer Types

  • Small Business
  • Medium Business

Pricing

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Importer, Exporter & Deleter

*See our Pricing for up to 3 Company Files

$199/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Unlimited Export
  • Unlimited Import
  • Unlimited Delete
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Accountant Basic

*See our Pricing for up to 10 Company Files.

$499/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer,Exporter,Deleter
  • Unlimited Users
  • Unlimited Records
  • Upto 10 companies
Sign Up

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Accountant Pro

*See our Pricing for up to 20 Company Files.

$899/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 20 companies
Sign Up

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Accountant Premium

*See our Pricing for up to 50 Company Files.

$1999/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 50 companies
Sign Up

Frequently Asked Questions

 
How and What all can I Export in Dancing Numbers?

You need to click "Start" to Export data From QuickBooks Desktop using Dancing Numbers, and In the export process, you need to select the type you want to export, like lists, transactions, etc. After that, apply the filters, select the fields, and then do the export.

You can export a Chart of Accounts, Customers, Items, and all the available transactions from QuickBooks Desktop.

How can I Import in Dancing Numbers?

To use the service, you have to open both the software QuickBooks and Dancing Numbers on your system. To import the data, you have to update the Dancing Numbers file and then map the fields and import it.

How can I Delete in Dancing Numbers?

In the Delete process, select the file, lists, or transactions you want to delete, then apply the filters on the file and then click on the Delete option.

How can I import Credit Card charges into QuickBooks Desktop?

First of all, Click the Import (Start) available on the Home Screen. For selecting the file, click on "select your file," Alternatively, you can also click "Browse file" to browse and choose the desired file. You can also click on the "View sample file" to go to the Dancing Numbers sample file. Then, set up the mapping of the file column related to QuickBooks fields. To review your file data on the preview screen, just click on "next," which shows your file data.

Which file types are supported by Dancing Numbers?

XLS, XLXS, etc., are supported file formats by Dancing Numbers.

What is the pricing range of the Dancing Numbers subscription Plan?

Dancing Numbers offers four varieties of plans. The most popular one is the basic plan and the Accountant basic, the Accountant pro, and Accountant Premium.

How can I contact the customer service of Dancing Numbers if any issue arises after purchasing?

We provide you support through different channels (Email/Chat/Phone) for your issues, doubts, and queries. We are always available to resolve your issues related to Sales, Technical Queries/Issues, and ON boarding questions in real-time. You can even get the benefits of anytime availability of Premium support for all your issues.

How can I Import Price Level List into QuickBooks Desktop through Dancing Numbers?

First, click the import button on the Home Screen. Then click "Select your file" from your system. Next, set up the mapping of the file column related to the QuickBooks field. Dancing Numbers template file does this automatically; you just need to download the Dancing Number Template file.

To review your file data on the preview screen, just click on "next," which shows your file data.

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The Bulk Import, Export, and Deletion can be performed with just an easy single-click. We offer a simplified process that assures you that you will be able to focus on your core work.

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Are you worried about losing your time with error-prone software? Worry no more. Our error-free add-on lets you focus on your work and boost your productivity rate to a considerable extent.

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