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QuickBooks Online Advanced Automation

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QuickBooks Online Advanced Automation

All HubSpot Objects ↔ All QuickBooks transactions, everything…

Desarrollado por
HelloCODER LLP
Instalaciones
Más de 500 instalaciones
Clasificación

4,2(20)

Inicia sesión para instalarRequiere suscripción a QuickBooks Online Advanced Automation

Requisitos

Plan de HubSpot
Permisos de cuenta de HubSpot
Ver los permisos de cuenta requeridos
Suscripción: QuickBooks Online Advanced Automation
Suscripciones: Professional, Business Max, Corporate o Professional Annual

Vista general

Seamlessly Sync All QuickBooks Transactions with HubSpot

  • Two-Way Accounting Sync — from Customers & Projects to Payments, with AI Insights. Covers both Accounts Receivable & Accounts Payable.

Record and Manage Income with Ease

SyncQ allows you to create, send, and view Estimates, Invoices, Payments, and Sales Receipts directly from HubSpot records. With Business Max and Corporate plans, unlock advanced sync capabilities for HubSpot Custom Objects, including


QuickBooks Project as HubSpot Deal,

QuickBooks Job/sub-customer as HubSpot Deal and attach related invoices as Deal Invoices,

Bi-directional QuickBooks Invoice with HubSpot Invoice/Deal,

Deposits, Vendor Credits, Chart of Accounts, and more.


Enjoy FREE Mapping Assistance and Zero Onboarding Cost.


AI-Powered Insights, 100% Customizable Sync

SyncQ is an advanced, AI-powered business insights, ask any queries related to your business and get instant insights. (complimentary limited trial on every plan, + paid edtions).

100% customizable mappings that let you to map HubSpot Objects including custom objects and fields to most QuickBooks transactions including Invoice and Estimate custom fields, plus taxes and classes, to fit your 360-degree business needs.


With intelligent automation, you can choose to sync automatically or manually with a single click—without logging into QuickBooks. It also automatically syncs QuickBooks Online records to HubSpot, including received payments and pending balances.


Empower Sales with Instant Access to Financial Data


SyncQ automatically displays QuickBooks Estimates, Invoices, and Payment details inside HubSpot Companies/Contacts note sections, giving your sales team instant access to critical financial insights—without needing to contact accounting or log into QuickBooks Online.

Enterprise-Grade Security & Intuit Certification

SyncQ is Intuit Approved and meets industry-standard security requirements. It is regularly evaluated by Intuit as per NIST security standards (The National Institute of Standards and Technology, U.S. Department of Commerce). Find SyncQ inside your QuickBooks account or on the Intuit App Store.

Key Features

Intuit Approved – Meets industry standards for financial security

Automated & manual bi-directional and mono-directional sync

Automatically sync QuickBooks transactions to HubSpot records

AI-Powered Insights – Know more about your business and customers

Sync HubSpot Companies/Contacts with QuickBooks Customers/Vendors

Sync HubSpot Deals/Tickets with QuickBooks Estimates, Invoices, Purchase Orders, Bills & more

View QuickBooks transaction history in HubSpot notes, including QuickBooks Invoice PDF links (license required to view)

Sync QuickBooks Products with HubSpot Products

Email Estimates & Invoices directly from HubSpot

Track sales trends & receivables inside HubSpot

Fully customizable field mappings for unique business needs

Sync HubSpot custom fields & QuickBooks custom fields

Connect multiple QuickBooks Companies

SyncQ – The #1 QuickBooks Automation with AI Insights


SyncQ is the leading QuickBooks automation solution for multiple CRMs, including Salesforce and Pipedrive. Trusted by hundreds of businesses, SyncQ ensures seamless AI-powered automation, transaction sync, and financial insights.

All our integrations are Intuit approved.


Características

Installing SyncQ into your HubSpot account & Unsubscribing SyncQ

Install SyncQ from Intuit or HubSpot AppStore. For InstaView, contact SyncQ support. To unsubscribe to SyncQ, click on the Unsubscribe button within the SyncQ app or cancel your Paypal recurring payment or contact SyncQ support. Merely disconnecting SyncQ app from HubSpot does not unsubscribe SyncQ

Log into your SyncQ account

Browse to https://hb.syncq.net and click on My Account. The easy way: goto any record in HubSpot, find SyncQ card tab on the right tabs, and then click on QuickBooks Sync. Then enter your HubSpot user email id. You will receive a verification code to verify your account.

Connect QuickBooks Company, create mappings and enable auto sync.

Click on Connect to QuickBooks, your QuickBooks company will automatically show up. Click on the setup wheel button to create your mappings or click on Auto Setup. Enable auto-sync against individual mappings. You can also do manual sync by clicking on the SyncQ card button from HubSpot record.

Manual and instant record sync, both-ways

Goto to the HubSpot record that you want to sync. Find the SyncQ card on right and then click on QuickBooks Sync. You will get options to sync the related HubSpot record. Click on the Sync button. HubSpot record will instantly sync to QuickBooks. A summary of QuickBook's record will show up.

Enable auto-sync.

From QuickBooks to HubSpot: 1) Check "Automatically sync HubSpot records to QuickBooks" From HubSpot to QuickBooks: 1) Specify the hourly frequency of "Auto Sync from QuickBooks to HubSpot." 2) On the specific HubSpot record that you want to sync, set "SyncQ to QuickBooks: SyncQ" as "yes".

Funcionalidad de la aplicación

Datos compartidos
Fuente de datos
Dirección de sincronización
En HubSpot
En HubSpot

1. Customers / Vendors

Contactos

Contactos

1. Estimates/Invoice/Bill/PurchaseOrder

Negocios

Negocios

2. Customers / Vendors

Empresas

Empresas

2. Estimate/Invoice/Deposit/Bill/VendorCredit & More

Objetos personalizados

Objetos personalizados

Inovoice

Facturas

Facturas

Items

Productos

Productos

Job / Sub Customer / Project

Negocios

Negocios

Valoraciones

Valoración promedio

4,2

Basado en 20 valoraciones


Número total de reseñas

20

Número de reseñas de todos los tiempos


5
75% completo
75 %
4
0% completo
0 %
3
5% completo
5 %
2
5% completo
5 %
1
15% completo
15 %

Valoración promedio

4,2

Basado en 20 valoraciones

Número total de reseñas

20

Número de reseñas de todos los tiempos

5
75% completo
75 %
4
0% completo
0 %
3
5% completo
5 %
2
5% completo
5 %
1
15% completo
15 %

Filtrar valoraciones:

Ordenar:


2/5
    22 de sep. de 2025Editada1 de dic. de 2025

Buena funcionalidad de sincronización, pero interfaz de usuario deficiente y equipo de asistencia poco servicial.

En general, buena integración con algunos problemas menores.

¿Qué te gusta?

La sincronización es buena, rápida y con variedad de opciones en los campos de mapeo EN HS - QB

¿Qué te disgusta?

Algunos errores menores siguen apareciendo en la sincronización, como los contactos que no se sincronizan correctamente o la sobreescritura de información. Además, la interfaz de usuario no es muy intuitiva y necesita mejoras. El próximo equipo de soporte tiene que ser más servicial y rápido con los problemas de sincronización y las consultas a las que nos enfrentamos.

  • Tasnimul, M.

Traducido from English. Ver original texto

1/5
    3 de jul. de 2025

EVITE ESTA APLICACIÓN

Revisé los comentarios antes de descargarla y ojalá hubiera seguido el consejo de los demás: evita esta aplicación. Inútil

¿Qué te gusta?

La aplicación obtiene la información de pago de QB de inmediato (genial para ellos, una mierda para mí, ya que tengo que perseguirlos (con sede en el Reino Unido) para cancelar).

¿Qué te disgusta?

la aplicación no funcionó - no hizo nada

  • McDermott, J.

Traducido from English. Ver original texto

Precios

Esta aplicación requiere uno de los planes de suscripción de QuickBooks Online Advanced Automation.

Professional

49 US$

/mes

INCLUDES 2 LICENSES

  • Sync HubSpot Contacts or Companies, Products, and Deals with QuickBooks.

  • Manual and Automated Sync.

  • Unlimited Sync.

  • Customer AI insights. Full features with additional plans.

  • Bi-directional Sync of QuickBooks Customers and Vendors with HubSpot.

  • Auto-import Estimates, Invoices, and Sales Receipts to Deals.

  • Automatically import Estimates, Invoices, Payments, and Sales Receipts to Organizations or People.

Effective USD 24.50/mo/user

Professional

49 US$

/mes

INCLUDES 2 LICENSES

  • Sync HubSpot Contacts or Companies, Products, and Deals with QuickBooks.

  • Manual and Automated Sync.

  • Unlimited Sync.

  • Customer AI insights. Full features with additional plans.

  • Bi-directional Sync of QuickBooks Customers and Vendors with HubSpot.

  • Auto-import Estimates, Invoices, and Sales Receipts to Deals.

  • Automatically import Estimates, Invoices, Payments, and Sales Receipts to Organizations or People.

Effective USD 24.50/mo/user

* El precio que aparece aquí es solo para fines de visualización. Los precios no incluyen impuestos, incentivos, descuentos u otras variables. Debes comunicarte con nuestro partner para obtener la información de precios más actualizada y correcta. HubSpot no se hace responsable de los precios que proporcionan nuestros partners. Precios actualizados por última vez: 02/03/2025

Más información

Desarrollado por
HelloCODER LLP
Instalaciones
Más de 500 instalaciones
Categorías
Idiomas en los que está disponible esta aplicación
Inglés

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