HubSpot Deals to QuickBooks Invoices

Tired of wasting hours creating invoices each month?

Slipstream creates QuickBooks invoices from the data in your HubSpot deals. Empower your team to tackle more productive work by automating your invoicing process.


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AN INVOICE AUTOMATION TOOL

Turn HubSpot Deals into QuickBooks Invoices in an Instant

Create QuickBooks invoices when deals close in HubSpot, or sync data in batches. Empower your accounting team to do more by automating your invoicing process.

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Is Slipstream for you?

Slipstream is designed for small businesses that are looking for accounting or back-office support. At the end of the day, we're here to lift the burden of invoicing off your shoulders.

Typically, our customers have at least 3-4 sales reps per back-office employee.

Customers see the most benefits when they close at least 7+ deals / mo.

Many of our customers have complex invoicing requirements, such as different revenue recognition schedules, product lines, or billing cycles.

(P.S. We can still help if your process is simple.)



Your Data In All the Right Places

Slipstream allows you to customize how you use HubSpot deals and contacts to create data in QuickBooks.

We work with you to map all the data you need, where it needs to be.

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Only Sync Data When It's Needed

You can't send invoices without product data and customer data, so we sync that too.

But we only sync data when it's needed, like when you first sell a product or need to invoice a new customer.

This keeps your QuickBooks clean and up to date, without unnecessary clutter.

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Batch or Real-Time Processing

You can choose to process invoices in batches or in real-time.

Batches are useful if you only send out invoices once per month, or even once per week.

Real-time processing will put invoices in your customer's inbox within seconds of a deal closing.

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Control How You Send Invoices

We don't just create invoices, we can also send them out to your customers.

Toggle sending to customers on a per-deal basis for ultimate flexibility.

P.S. we can also notify your team when invoices are created or sent.

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Activity Logs and Dashboards

We don't want you to HAVE to manage another software tool.

But some people WANT visibility into their activity.

So we provide detailed logs and summary dashboards to help you see what's happening.

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Join Our Success Stories

Simple Pricing, Unlimited Usage

Basic

$49/month

Perfect for simple invoicing

  • 1 Invoice per Deal
  • Select Deal Stage to Trigger Invoicing
  • Use Associated Company or Contact for Customer Details
  • Pull Line Items from Quote or Deal Associations
  • Select Accepted Payment Terms
  • Choose to Send Invoice to Customers or Not
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Advanced

$69/month

For more complex invoicing needs

  • All Basic Features
  • Full Customizable Mapping from HubSpot to QuickBooks
  • Variable Invoicing Terms
  • Supports Different Billing Address and Shipping Address
  • Customize Invoice Number Sequence
  • Toggle "Send Invoice to Customer" on a Deal-by-Deal Basis
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Most Popular

Pro

$89/month

For mature businesses with robust requirements

  • All Advanced Features
  • Supports Deposit Invoices and Progress Invoicing
  • Connect to Multiple QuickBooks Companies
  • Supports Batch Processing or Real-Time Processing of Invoices
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Frequently Asked Questions

Customers save an average of 5 to 15 minutes per deal that's closed. This varies based on complexity of their invoicing requirements -- such as how many invoices they would have to create for that deal. During initial testing, the SlipStream engine regularly saved businesses up to 20 hours per month.
Your data's security is our top priority. We ensure encrypted and secure transactions for all data in transit between HubSpot and QuickBooks, as well as any stored data. Slipstream will not store any operational or financal data from HubSpot or QuickBooks, except for data that is required for error handling and customer support inquiries. We are always happy to answer any specific security questions you may have -- schedule a demo call or see the contact email in our footer.
Absolutely. The service is offered on a month-to-month basis with no long term contracts. We'll be sad to see you go, but won't keep you against your will. Just let us know that you'd like to cancel and we'll terminate the subscription.
We have a dashboard that you can use to see deals that were turned into invoices. If an invoice wasn't created because required data is missing, you'll see that in the logs. If there was an error with the servier, you can contact our support team at any time. Histirocally, support requests have been resolved within 24 hours.
Setting up Slipstream does involve several steps, but we will be right there with you through the process. First, we will scope out your exact needs from the integration, and then walk you through each step of the process for onboarding. Lastly, you'll get a set of documentation specific to your integration setup. This document can be used for training or a reference material for your team.
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Ready to elevate your workflow and focus on what truly matters?

Book your free Slipstream demo today and start enjoying the benefits of integration.

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