How to Integrate HubSpot with QuickBooks?

HubSpot is an all-in-one platform that covers inbound marketing, sales, and customer service software. It serves as a comprehensive CRM with a user-friendly interface and integration capability with several existing software. HubSpot offers a free CRM platform, which users can later upgrade to the premium version as their organization grows. It comes built-in with a sales hub, marketing hub, operations hub, and service hub which allows users to monitor and manage all operational statistics from a single panel.

The software also enables remote operation thanks to its cloud-based technology, enabling employees to access and manage relevant resources from any location with an operating internet connection. In addition to customer and sales management, HubSpot utilizes AI technology to help create SEO-optimized content for improved marketing strategies. Organizations can also choose the required services and flexibly pay only for those. For example, suppose your business has an established marketing team with a good track record but your sales numbers are not meeting expectations. In that case, you can skip the marketing hub service and instead subscribe to the sales hub platform to help improve those numbers. This article will explain how to integrate HubSpot with QuickBooks to get the best of both services.

Advantages of Integrating HubSpot with QuickBooks

There are quite a few benefits of integrating HubSpot with QuickBooks, some of which have been listed below.

• Enhances transaction management due to the real-time financial updates that HubSpot provides.
• Streamlines accounting by generating invoices and sales receipts automatically.
• The bidirectional sync between HubSpot and QuickBooks helps consolidate contact and product data, allowing simplified tracking and management.
• Minimizes errors and creates precise financial reports, ensuring that the data is reliably captured and accurately presented.

How to Integrate HubSpot with QuickBooks?

HubSpot can integrate with the online and desktop versions of QuickBooks. This section provides the steps to integrate HubSpot with QuickBooks Online.

• Log in to your HubSpot account and click on the Marketplace option and then select App Marketplace.
• Select QuickBooks online from the list and enter your credentials to log in and download the application.
• Select the Settings option in your HubSpot account and click on Integrations and then Connected apps.
• Select QuickBooks online and click on Set up your sync. Select the data that you want to be synced and the direction in which you want it synced, i.e., HubSpot to QuickBooks, QuickBooks to HubSpot, or bidirectional sync between the two. Click on Next.
• Next, click Data conflict resolution and choose between HubSpot or QuickBooks as the data source. Click Next.
• The recommended sync filters based on your data will already be set up. You can edit these filters if necessary or initiate sync with the recommended filters.

And that is it! You have successfully integrated HubSpot with QuickBooks online and are ready to experience what peak data accounting feels like.

Apps4Rent Can Help with HubSpot and QuickBooks Integration

Both HubSpot and QuickBooks are integral software that greatly enhances organizational performance. Integrating the two helps elevate financial data tracking and consolidation, gaining a unified view of customer information and transaction history, and enhances analytics and report generation. All of this while reducing manual workloads and minimizing errors. Integrating the two has only upsides, and if you partner with a reliable service provider like us, the process becomes simple and straightforward.

Apps4Rent is an Intuit Authorized Hosting Provider, offering a range of QuickBooks desktop hosting plans. Our secure SSAE 16 data centers in New York and New Jersey host the QuickBooks cloud service, making us the right choice for all your organizational needs. With Apps4Rent, you get two decades of technical experience in all things cloud-related, including applications like QuickBooks. Our expert support staff can guide your HubSpot and QuickBooks integration and are available around the clock over text, email, or call.