HubSpot and QuickBooks Online
Introduction
DBSync for HubSpot and QuickBooks Online Integration is an easy to use application. It integrates HubSpot Contacts, Products, Deals, and Invoices with QuickBooks Online Customer, Items, Invoice, Sales Receipt, and Estimate. DBSync provides integration with pre-built field-to-field mapping along with flexibility for more complex and dynamic mapping capability. DBSync's automatic online update enables its customers to enjoy all the product updates and features that come with every new release.
Data Flow
Data flow integration between HubSpot and QuickBooks Online Integration is shown in the table below.
DBSync Profile and Application Setup
Go to www.mydbsync.com & register for Free Trial. Ensure that Source and Target Adapters are HubSpot and QuickBooks Online respectively.
Login to DBSync Cloud Workflow
Click on 'Login' and choose 'Cloud Workflow' as shown in the image below:
Provide your 'User Name' and 'Password' setup during signup and click 'Login'.
You will be redirected to DBSync Cloud Workflow Home Screen as shown below
Click on HubSpot Connector and choose 'Login to HubSpot'
You will get a pop-up to confirm your HubSpot - Username and Password. Enter Credentials, accept T&C and click 'Login' as shown below:
Click on QuickBooks Online Connector. Then, click on the link Connect to QuickBooks. Sign into QuickBooks online to authorize DBSync for QuickBooks to connect to Intuit.
Click 'Save' and 'Test Connection'.
You are now ready to run the integration using pre-built forms.
Process to Run the Integration
To utilize the pre-built template DBSync HubSpot and QuickBooks Online follow the below steps:
First Step you need to Select the Integration Template
In the Template Library, look for the integration template specifically designed for HubSpot to QuickBooks Online.
Select the template and import it into your workspace.
Enter a name for the integration project:
After importing the template, you'll be presented with a setup form containing four simple steps.
Setup Process
On the "Connection Setup" tab.
In this step we should Connect to our HubSpot application to grant access to our HubSpot data and also establish a connection to QuickBooks Online for accounting data access.
Setup Variables
Here, you should define values for variables based on your company's specific use case.
For example, you can select values for HubSpot transaction creation variables, and transaction types (Invoice, Estimate, Sales Receipt) for data mapping between HubSpot and QuickBooks Online.
Click 'Next' to 'Run' to complete the Integration.
Finally, navigate to the "Scheduling and Automation" step.
We need to Set up scheduling parameters for automated integration between HubSpot and QuickBooks Online. Here there are different intervals such as minutes, hours, days, or weeks. And also we can customize the schedule as needed.
You will be redirected to the 'Task Screen'.
Click 'Configure' to access various workflows pre-built for the integration.
Or Run the integration from here.
Pre-built Template and Workflows
The template downloaded from the library contains various workflows which can be enabled to run the integration between HubSpot and QuickBooks Online.
Enable the Initial Setup and Run the integration to enable QuickBooks Accounts set up as displayed in the image. Also note, the following accounts are created in QuickBooks Online post Initial Setup Integration:
Income Account
Expense Account
Assets Account
Ensure you TURN OFF the check box to 'Enable Flow' for the Initial Set up (After first Run) before you run the workflow to integrate HubSpot Deals or Invoice to QuickBooks Online using the other two workflows. The first successful run is considered for the integration.
Make sure you ENABLE the required workflows before you run the integration.
Last updated
