Turn HubSpot Quotes Into QuickBooks Invoices

Create and send QuickBooks invoices as soon as HubSpot deals close.

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What Our Customers Have to Say

See how it works in 90 Seconds



More Robust Than a Standard Sync Between Systems

The Slipstream engine allows you to account for multiple use cases.

Example: Bill one product type for the full amount due on receipt, while another product type gets three invoices for progress payments due at different milestones

Example: Allow for credit card payments on invoices up to $1,500. Then only accept ACH payments

Example: For certain products, create a purchase order for the materials and send to the vendor

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customize your integration

HubSpot and QuickBooks Integration That's Custom

First we do a consultation to learn how you use HubSpot and QuickBooks.

Then we map data between systems, based on your current usage.

This ensures the highest rate of success for you and your team. Plus you won't have to re-train your team on new processes.

Create AND Send QuickBooks Invoices

Sometimes you'll want to send invoices right away, but you may want to wait or review before sending.

Toggle invoice sending on a per deal basis for ultimate flexibility.

If sent automatically, customers will be empowered to pay you within seconds.

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Sync More Than Just Invoices

Invoicing doesn't take place in a vacuum, so we sync everything else you need too.

We sync Contact and Company data from HubSpot to create Customers in QuickBooks the first time you sell to them.

And we create new Products in QuickBooks the first time you record a sale for one in HubSpot.

You can customize how Products and Customers get created in QuickBooks as needed.


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FAQs

How much time can I save each month with SlipStream?

Typically customers save between 5 to 15 minutes per invoice. During initial testing, the engine powering SlipStream saved some businesses as much as 20 hours in a month.


How secure is your HubSpot QuickBooks integration?

Your data's security is our top priority. We ensure encrypted and secure transactions between HubSpot and QuickBooks. Additionally, we don't store any operational data related to your quotes, invoices, or other financial transactions.


Can I cancel anytime?

Absolutely. The service is offered on a month-to-month basis with no long term contracts.


What happens if I encounter errors?

You can contact our customer support team at any time -- any historical errors have been resolved in the same day.


Is there initial setup or technical expertise required?

Setting up SlipStream is straightforward and doesn't require any technical expertise. We also walk through the entire process with you to ensure success!

(Average time to complete is ~5 minutes)


Pricing

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