Batch Processing from HubSpot to QuickBooks

If you're running two businesses—or managing two sister companies—you already know the challenge. You want a single place to track customer interactions, but you need to keep the finances separate. The good news? You can connect two QuickBooks accounts to one HubSpot account and get the best of both worlds. Let’s talk about why that’s a game-changer.

Why Connect Two QuickBooks Accounts to HubSpot?

1. One CRM, No More Jumping Between Accounts

HubSpot is built for managing relationships. If your businesses share customers, vendors, or even internal teams, a single HubSpot account keeps everyone on the same page. No need to flip between two CRMs—just filter contacts and deals by company, and you’re good to go.

2. Separate Financials, No Headaches

Money is where things get tricky. While HubSpot keeps your contacts and deals together, QuickBooks keeps your financials separate. Each QuickBooks account stays linked to its own company, ensuring no mix-ups in bookkeeping, invoicing, or tax reporting.

3. Better Visibility Across Both Businesses

Having both companies in HubSpot means you get a high-level view of everything, but when it’s time to look at the numbers, each business stays in its lane. This makes cross-selling and customer support easier without blurring financial boundaries.

4. Automate Without Overcomplicating

Workflows, email sequences, and pipeline automation can apply to both companies without extra manual work. Need to nurture leads for one brand while tracking renewals for the other? HubSpot’s automation handles it, saving time and reducing errors.

5. Streamline Reporting Without Losing Accuracy

Want to see overall sales trends while keeping revenue data distinct? With HubSpot and multiple QuickBooks accounts, you can analyze performance across both businesses in one dashboard—without merging financial data where it doesn’t belong.

How to Make It Happen

1. Connect Each QuickBooks Account Separately – Slipstream allows multiple QuickBooks integrations, so simply link each business’s QuickBooks to HubSpot one at a time.
2. Tag or Segment Transactions – Use deal properties or sales pipelines to label which QuickBooks account a deal should sync with.
3. Train Your Team – Receive documentation tailored to how you integrated the two systems, and distribute it to your team as needed.
4. Review and Optimize – Run reports regularly to confirm that financials stay in their proper silos while customer data remains accessible in HubSpot.

The Bottom Line

If you’re managing multiple companies, don’t settle for disconnected systems. By linking two QuickBooks accounts to one HubSpot, you get the best of both worlds: shared customer insights with separate financial records.

It’s all about efficiency, accuracy, and making life easier for your team. Ready to set it up? HubSpot’s integration marketplace makes it simple to get started. Happy syncing!