Are you wondering, “Does HubSpot integrate with QuickBooks?”
The answer is yes!
HubSpot offers a native integration with QuickBooks Online, as well as a variety of third-party integrations in their App Marketplace. In this blog post, we’ll dive into the details of the out-of-the-box integration between HubSpot and QuickBooks, explore its limitations, and some third-party tools that address some of those challenges.
Let’s get started!
Does HubSpot Integrate with QuickBooks? Yes, Here’s the Out-of-the-Box Solution
HubSpot provides an out-of-the-box integration with QuickBooks Online, designed to help businesses streamline their workflows by syncing key data between their CRM and accounting platforms. This integration is a basic tool for keeping customer and financial information consistent across both systems.
What Does the Integration Sync?
The out-of-the-box integration supports the following:
- Contacts (HubSpot) —> Customers (QuickBooks Online)
- Products (HubSpot) —> Products & Services (QuickBooks Online)
- Invoices (QuickBooks Online) —> Deals (HubSpot)
This is a two-way sync, meaning updates in one system are reflected in the other, typically within 10 minutes.
But there are some limitations here.
If you want to sync invoices, you need to send invoices from QuickBooks, and have then sync back into HubSpot. Which means you still have to work across both systems on a regular basis.
And the out-of-the-box integration doesn’t make any distinction in the status of your contacts.
What does this mean?
It means that all of your contacts get turned into QuickBooks customers.
But this isn’t ideal if most of your contacts never turn into paying customers. Your QuickBooks environment becomes a complete mess, cluttered with data that shouldn’t actually be there.
Third-Party Integrations
If the out-of-the-box integration’s limitations are holding you back, Slipstream offers a third-party solution. Slipstream automates invoicing by creating and sending QuickBooks invoices the moment a deal closes in HubSpot. Here’s how it tackles the challenges:
Key Benefits of Slipstream
- Smart Interpretation: Slipstream doesn’t create any customers or products in Quickbooks until they’re part of an actual sale, keeping your Quickbooks clean and organized.
- Real Time and Batch Syncing: Setup your integration to sync information to Quickbooks in real-time, or in batches, depending on the needs of your business.
- Added Flexibility: Slipstream lets you configure custom HubSpot properties that drive how invoices are created. E.G. using a property to determine if an invoice is sent automatically, or whether you send one invoice or two.
Conclusion: Which Integration Is Right for You?
So, does HubSpot integrate with QuickBooks? Absolutely—through a modest out-of-the-box integration that syncs contacts, products, and invoices with ease. However, its limitations—like restricted invoice editing and manual fee entries—might leave some businesses wanting more. That’s where Slipstream steps in, offering automation that saves time and reduces manual work.
Here’s a quick decision guide:
- Stick with the out-of-the-box integration if you need a modest, standard sync and don’t mind manual adjustments.
- Opt for Slipstream if automating invoice creation and boosting efficiency are top priorities.
Ultimately, the best choice depends on your business’s unique needs. Have thoughts or questions about integrating HubSpot and QuickBooks? We’re happy to answer!