Last Updated on October 15, 2021 by Editorial Team
Quickbooks is already known as the best accounting software for small businesses. While Hubspot is a platform where your business gets all tools to grow your business fast. So if you want to know more about this Quickbooks HubSpot integration then read below.
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- What Is Hubspot
- Benefits Of Hubspot Quickbooks Integration
- How Quickbooks Online Integrates with Hubspot
- How To Synchronise Data From Quickbooks Desktop To Hubspot CRM
- Why Need Hubspot Quickbooks Integration
What Is Hubspot
Do you ever visit any supermall, definitely you have visited? Then you will know that to run your home, supermall has all things available whether its small or big. Similarly, HubSpot is a platform where you can get marketing, sales, and service software. That helps you to grow your businesses without any compromise.
You know why we compare it to the supermall. Because it has a full stack of software for marketing and CRM. Hubspot included free CRM features like deals, contact insight, and tasks. Besides, it has the ability to customize with the help of a drag and drop editor. And also provides SEO facilities and themes for your business website. Hence Hubspot is capable of fulfilling the requirement of the inbound human power.
Benefits Of Hubspot Quickbooks Integration
Hubspot Quickbooks interaction helps you to synchronize your Quickbooks contact with Hubspot. So let’s see some more key benefits of Quickbooks online integration with HubSpot.
Easy To Create & Share Invoices within Hubspot Quickbooks Integration
As you used to create invoices in Quickbooks. After Hubspot Quickbooks integration you can create invoices directly from Hubspot. You can also be done deals and share new invoices by the provided URL. Hubspot supports multiple currencies so it will be easy for you to create invoices for the customers. That not belongs to your location or area.
Create a HubSpot Report On Quickbooks Online invoices
Hubspot allows you to create custom reports for your sales with the same new invoice deal properties. But to do so, you will need to purchase Saleshub professional or enterprise HubSpot account. So this report you can also see on your dashboard bottom line.
Create Custome Reports
On the base of the Quickbooks online invoices. You can trigger the HubSpot workflow. Hence the new invoice deal properties include all the details about the purchaser. Like bill amount, invoice recipient, number of the recipient, and much more. You can easily customize all of these in HubSpot Quickbooks integration.
How Quickbooks Online Integrates with Hubspot
If you want to see how Quickbooks integrate with Hubspot. Then we have provided you all the details below. So let’s see…
Create & share Quickbooks Online Invoices
With the use of HubSpot Quickbooks integration, you can create an invoice in just a few clicks on Hubspot deal record. The quick guide helps you to deal with info to the Quickbooks. Inside the deal record, you can see the status of the invoice. And also you can share the new invoice with your sales manager or any other business team members with the help of HubSpot provided URL you can share anyone which you want to share.
Make Your Tasks Automatic With Workflow
You can set up a workflow with the help of new invoice deal properties. Like if you want to send automatically notice to your customer, who hasn’t paid their invoice by the due date. Then you can create a workflow for sending a notification to those customers. And you can also create a workflow for sending some special kinds of messages on every vacation or anything else.
Report On Quickbooks Online Invoices
Suppose you are a sales manager and you want to be sure. That the deal you have done, after ending the deal, this deal brings money into the business. Hence you can make the custom report via the use of new invoice deal properties. So that you and your manager have full transparency of the income. That you are bringing into the firm. So isn’t it beautiful for the business?
How To Synchronise Data From Quickbooks Desktop To Hubspot CRM
You can synchronize your Quickbooks Contact through the following steps. So let’s see below.
- First, you will need to create the contact in Hubspot CRM
- Then you must create a new company in Hubspot
- Now you have to create a new deal in Hubspot
- After that, you will need to add the product inside the deal in Hubspot
- Then you have to update contact, company, and deal.
- Then you have to attach contact and company in the HubSpot deal
Why Need Hubspot Quickbooks Integration
Earlier you have heard about the inbound. Inbound is a term where internal human power works for business growth. This term helps the organizations to attract, engage, and delighting people. So that organization can make trust amongst the customers. Similarly, HubSpot tries to fulfill the requirement of human power for your business. And help to the first to grow fast. For more information about Hubspot Quickbooks integration, you can contact Quickbooks proadvisor.