HubSpot and QuickBooks Online Integration: How to Connect

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.

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Table of Contents

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.

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Frequently Asked Questions (Faqs)

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

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

Easy Process

Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

Error Free

Worried about losing time with an error prone software? Our error free add-on enables you to focus on your work and boost productivity.

On-time Support

We provide round the clock technical assistance with an assurance of resolving any issues within minimum turnaround time.

Pricing

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

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

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

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Plano based Computer/IT Training Company

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San Ramon based Accounting & Controllership Company

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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.

What are some of the features of Dancing Numbers to be used for QuickBooks Desktop?

Dancing Numbers is SaaS-based software that is easy to integrate with any QuickBooks account. With the help of this software, you can import, export, as well as erase lists and transactions from the Company files. Also, you can simplify and automate the process using Dancing Numbers which will help in saving time and increasing efficiency and productivity. Just fill in the data in the relevant fields and apply the appropriate features and it’s done.

Furthermore, using Dancing Numbers saves a lot of your time and money which you can otherwise invest in the growth and expansion of your business. It is free from any human errors, works automatically, and has a brilliant user-friendly interface and a lot more.

Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.

Is it possible to use the Direct Connect option to sync bank transactions and other such details between Bank of America and QuickBooks?

Yes, absolutely. You can use the Direct Connect Option by enrolling for the Direct Connect service which will allow you access to the small business online banking option at bankofamerica.com. This feature allows you to share bills, payments, information, and much more.

Why should do you change the Employee status instead of deleting them on QuickBooks?

What are the various kinds of accounts you could access in QuickBooks?

QuickBooks allows you to access almost all types of accounts, including but not limited to savings account, checking account, credit card accounts, and money market accounts.

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Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

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Worried about losing time with an error prone software? Our error free add-on enables you to focus on your work and boost productivity.