Create new QuickBooks Online Invoice from HubSpot Deal

This integration selects new HubSpot deals with line items and imports them to QuickBooks Online as invoices.

Notes:

• It does not import pre-existing HubSpot deals to QuickBooks Online invoices.

• For best results companies and items should be pre-synced between QuickBooks Online and HubSpot apps.

• Only HubSpot deals that are associated with a Company and have at least one line item will be successfully transferred.

How to Set Up

1. Select or create connections: HubSpot connection for Source and QuickBooks Online connection for Target.
2. Specify the schedule on which the integration will run automatically.

Tips

• To create QuickBooks Online invoices from specific new HubSpot deals, configure filters in the task editor.