

AUTOMATION
QUICKBOOKS ONLINE TO HUBSPOT AUTOMATION
Purpose
The QuickBooks Online (QBO) to HubSpot integration offers a flexible, configurable two-way sync for contacts/customers, a bi-directional invoice and payment sync, and robust product and service alignment. Its purpose is to provide both sales and finance teams with a single source of truth, offer live revenue visibility within your CRM, ensure accurate mapping of products/services to income accounts, and enable workflow-driven accounting actions for automated invoicing and reporting.
Impact
This integration ensures that both sales and finance share a single source of truth for customer data, eliminating manual data entry and reconciliation efforts. The two-way sync for invoices and applied payments provides live revenue visibility directly in your CRM, empowering sales teams with up-to-date financial information. By bringing QBO products/services into HubSpot via SKU matching, quotes and line items map cleanly to income accounts, streamlining financial accuracy. HubSpot workflows can automatically trigger QuickBooks actions like creating invoices, sales estimates, or receipts based on deal stages or custom events, significantly reducing manual accounting tasks. Finally, leveraging synced financial fields in HubSpot dashboards allows for accurate revenue forecasting and early identification of at-risk deals without leaving your CRM.
ROI: