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QuickBooks Online

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App

QuickBooks Online

Convert HubSpot deals into QuickBooks invoices and estimates instantly

Udviklet af
Cloudify
Installeringer
80+ installationer
Rangering

5(2)

Log på for at installereKræver QuickBooks Online-abonnement

Krav

HubSpot-abonnement
Tilladelser til HubSpot-konto
Se de nødvendige kontotilladelser
QuickBooks Online abonnement
Basic, Premium eller Custom planer

Oversigt

Integrate QuickBooks with HubSpot – Seamlessly Sync CRM with Accounting


  • Seamlessly connect HubSpot with QuickBooks to eliminate repetitive tasks.

  • Create invoices and estimates directly from HubSpot deals with Cloudify’s QuickBooks integration.

  • Sync customers, products, and deals automatically and eliminate repetitive data entry by integrating QuickBooks with HubSpot.

  • Fix sync errors instantly with one-click replay

Start your free trial with 15 credits today. Book a free 30-minute setup session and let our experts configure everything for you.


Cloudify’s HubSpot–QuickBooks integration eliminates repetitive data entry and streamlines billing. From the moment a deal is closed in HubSpot, invoices or estimates are created automatically in QuickBooks.


Finance teams save hours, sales teams gain visibility into payment status, and management gets real-time insights into financial performance — all inside HubSpot.


📊 No more double entries

⚙️ Custom rules for invoices and customers

🚀 Free onboarding and expert support

💸 Results from day one


Funktioner

Deal to Invoice

Automatic Deal-to-Invoice/Estimate Creation: Save Time & Money

🔹Create invoices and orders automatically as deals progress, with flexible triggers for multiple pipelines. 🔹Watch your documents sync automatically and check QuickBooks invoice/order status directly in your deals.

Workflow Actions

HubSpot Workflow Actions: Automate Your Business Processes

🔹 Leverage HubSpot's workflow engine to automate your entire QuickBooks integration. 🔹 Design custom workflows for different business processes and create specialized rules for different customer segments.

Financial Update

Instant Financial Updates at Your Fingertips

🔹 Display up-to-date QuickBooks booked invoice data directly in HubSpot. 🔹 Access comprehensive financial metrics and payment tracking without switching platforms.

Replay errors

Instant Notifications: Never Miss a Critical Update or Sync

🔹 Stay on top of every sync action with automatic notification notes in HubSpot. 🔹 Receive detailed success messages with QuickBooks information and clear error explanations.

Personal Onboarding

Personalised Onboarding and Support

🔹Benefit from our expertise in complex invoicing scenarios and diverse business requirements. 🔹Book a free session where we configure the app together, ensuring it's ready to go from day one.

Appfunktionalitet

Delte data
Datakilde
Synkroniser retning
I HubSpot
I HubSpot

Customer Fields

Virksomhedsegenskaber

Virksomhedsegenskaber

Customer Number

Virksomhedsegenskaber

Virksomhedsegenskaber

Customers

Virksomheder

Virksomheder

Estimate Fields

Dealegenskaber

Dealegenskaber

Estimates

Handler

Handler

Estimates

Noter

Noter

Estimates

CMS-filer

CMS-filer

Invoice Fields

Dealegenskaber

Dealegenskaber

Invoices

Handler

Handler

Invoices

Noter

Noter

Invoices

CMS-filer

CMS-filer

Line items

Produkter

Produkter

Anmeldelser

Filtrer anmeldelser:

Sortér:


5/5
    30. sep 2025

Ren og pæn brugerflade giver fremragende resultater

Meget godt, tak

Hvad synes du om?

Rent og pænt

  • Young, N.

Oversat from English. Vis original tekst

5/5
    26. aug 2025

Den bedste beslutning, vi har taget om fakturahåndtering

Vi har brugt QuickBooks sammen med HubSpot i et stykke tid nu, og helt ærligt, det har gjort det daglige arbejde så meget lettere. Før måtte vores team lave manuelle indtastninger og konstant dobbelttjekke fakturaer. Nu bliver fakturaen oprettet i QuickBooks, så snart en aftale er indgået i HubSpot, uden at nogen rører en finger.

Hvad synes du om?

Pålidelig rapportering og indsigt til bedre beslutningstagning

  • Sparrow, J.

Oversat from English. Vis original tekst

Priser

Denne app kræver en af følgende QuickBooks Online-abonnementer.

Basic

15 US$

/måned

Essential features for small teams

  • Unlimited customer sync between HubSpot and QuickBooks

  • Real-time financial data updates in HubSpot

  • Custom rules for customer creation in QuickBooks

  • Instant notifications for all sync actions

  • Does not include invoice/estimate creation functionality.

Basic

15 US$

/måned

Essential features for small teams

  • Unlimited customer sync between HubSpot and QuickBooks

  • Real-time financial data updates in HubSpot

  • Custom rules for customer creation in QuickBooks

  • Instant notifications for all sync actions

  • Does not include invoice/estimate creation functionality.

* Priserne her er kun til visningsformål. Alle priser er ekskl. afgifter, incitamenter, rabatter eller andre prisvariabler. Du bør kontakte partneren for at få de mest ajourførte og korrekte prisoplysninger. HubSpot påtager sig intet ansvar for disse prisoplysninger, som leveres af vores partnere. Priser sidst opdateret: 31.07.2025

Flere oplysninger

Udviklet af
Cloudify
Installeringer
80+ installationer
Kategorier
Sprog som denne app er tilgængelig på
Engelsk

Nyheder

HubSpot solutions partner illustration
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Kontakt HubSpot-solutions partners med ethvert forretningsbehov. Se personlige anbefalinger, ansæt det bedste match, og sæt dit projekt i søen.