# HubSpot to QuickBooks Desktop Order to Cash

## **Introduction**

This guide will help you set up and run the **HubSpot to QuickBooks Desktop Integration** using DBSync Cloud Workflow. The integration comes preconfigured with field-level mappings, while also allowing for full customization to suit complex mapping scenarios. Whether you're syncing customer and order data or aligning financial documents, this template helps automate and streamline the order-to-cash process.

DBSync’s Cloud Agent handles the secure data transfer between HubSpot’s cloud platform and your on-premises QuickBooks Desktop instance. You’ll also benefit from continuous updates that keep your integration aligned with new features and enhancements. Use this manual as your step-by-step guide to connect, configure, and manage the integration—minimizing manual data entry and improving operational efficiency across sales and finance.

## **Prerequisites**

Before setting up the integration, ensure you have the following:

* **Active Accounts** for HubSpot and QuickBooks Desktop.
* **DBSync Cloud Workflow Subscription** with the appropriate integration template.
* **QuickBooks Web Connector** installed and configured.
* **Admin Access** to HubSpot and QuickBooks Desktop.

## **Setting Up the Integration**

#### **Step 1: Connect HubSpot & QuickBooks Desktop**

1. Navigate to **Template Library** and select **HubSpot to QuickBooks Desktop Order to Cash**.

<figure><img src="https://1036205596-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fv9avy716UiAsS24zOznZ%2Fuploads%2FQRwvhclCu31rjrxfUHqI%2Fhubspot%20qbd.png?alt=media&#x26;token=c4dd8671-74d6-49c5-a787-62b869c9c8c0" alt=""><figcaption></figcaption></figure>

2. Click **Import** to download the template.
3. Provide authentication credentials for QuickBooks Desktop and HubSpot.

<figure><img src="https://1036205596-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fv9avy716UiAsS24zOznZ%2Fuploads%2FlU1GlrMEYQ1NDt145gWJ%2Fhubspot%20qbd2.png?alt=media&#x26;token=84e15253-581b-4435-b5b6-106dea44f74b" alt=""><figcaption></figcaption></figure>

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4. Use the [**QuickBooks Web Connector**](https://docs.mydbsync.com/cloud-workflow/connectors/quickbooks-desktop) to establish a secure connection.

#### **Step 2: Configure Integration Settings**

1. Define **data mappings** between HubSpot and QuickBooks Desktop fields.
2. Set up **synchronization schedules** for real-time or batch processing.
3. Configure **filters and conditions** to control data flow.
4. Save and test the integration setup.

#### **Step 3: Perform Initial Sync**

1. Define **data mappings** between HubSpot and QuickBooks Desktop fields.

<figure><img src="https://1036205596-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fv9avy716UiAsS24zOznZ%2Fuploads%2Fq0qTk5HJ0RdjAOFuX1Zx%2Fhubspot%20qbd1.png?alt=media&#x26;token=40dd7d48-e35d-4e69-9f5b-c2c02ac04e84" alt=""><figcaption></figcaption></figure>

2. Setup Variables - Define the values for variables based on your company's specific use case.
3. Click **Next** to proceed further.
4. Click **Run Now** to complete the Integration.
5. Verify the data flow by checking records in QuickBooks Desktop.

### **Data Flow**

#### **Entities Synced**

| HubSpot Data        | Sync Direction | QuickBooks Desktop Data |
| ------------------- | -------------- | ----------------------- |
| Companies, Contacts | →              | Customers               |
| Deals               | →              | Sales Orders, Estimates |
| Invoices            | →              | Invoices                |

### **Process Flow**

1. **Customer Creation**: HubSpot **Companies** or **Contacts** sync as **Customers** in QuickBooks Desktop.
2. **Order Creation**: HubSpot **Deals** create **SalesReceipts** or **Estimates** in QuickBooks Desktop.
3. **Invoice Processing**: HubSpot **Invoices** convert into QuickBooks Desktop **Invoices**.

## **Monitoring & Troubleshooting**

#### **Monitoring Sync Logs**

* Navigate to **Logs & Reports** in DBSync.
* Review synchronization history and identify errors.
* Use **Retry Failed Records** for reprocessing.

By following this guide, users can successfully integrate **HubSpot with QuickBooks Desktop** to automate order-to-cash processes, enhance efficiency, and eliminate manual data entry. For additional customization or troubleshooting, refer to DBSync’s support portal.