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AUTOMATION

HUBSPOT TO QUICKBOOKS ONLINE AUTOMATION

Purpose

The HubSpot to QuickBooks Online (QBO) integration provides a seamless connection between your CRM and accounting platforms. This automation automatically syncs HubSpot CRM contacts and deals with QuickBooks Online invoices and payments, eliminating manual data exports/imports. Its purpose is to ensure both your sales and finance teams work from the same up-to-date records, providing unified reporting, accurate forecasting, and powerful conflict-resolution control for data integrity.

Impact

This integration eliminates manual data entry and ensures data consistency across sales and finance teams, saving significant time previously spent on manual exports, imports, and reconciliation. It enables unified reporting and forecasting by leveraging synced financial fields (invoice amounts, due dates, payment statuses) directly within HubSpot reports and dashboards, allowing you to forecast revenue directly from your sales pipeline data. The built-in conflict-resolution control prevents duplicate records and reduces reconciliation errors by allowing you to specify which platform's data "wins" on mapped fields like customer name or invoice date.

ROI:

2 hours saved/day on data entry & reconciliation × 250 working days/year × $100/hr = $50,000/year

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