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QuickBooks Online Advanced Automation

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App

QuickBooks Online Advanced Automation

All HubSpot Objects ↔ All QuickBooks transactions, everything…

Creazione di
HelloCODER LLP
Installazioni
PIù di 500 installazioni
Valutazione

4,2(20)

Accedi per l'installazioneRichiede l'abbonamento a QuickBooks Online Advanced Automation

Requisiti

Piano HubSpot
    Funziona con tutti i piani HubSpot
Scopri di più
Autorizzazioni dell'account HubSpot
Visualizza le autorizzazioni dell'account richieste
Abbonamento QuickBooks Online Advanced Automation
Piani Professional, Business Max, Corporate o Professional Annual

Panoramica

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.


Funzionalità

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".

Funzionalità dell'app

Dati condivisi
Fonte di dati
Direzione della sincronizzazione
In HubSpot
In HubSpot

1. Customers / Vendors

Contatti

Contatti

1. Estimates/Invoice/Bill/PurchaseOrder

Trattative

Trattative

2. Customers / Vendors

Aziende

Aziende

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

Oggetti personalizzati

Oggetti personalizzati

Inovoice

Fatture

Fatture

Items

Prodotti

Prodotti

Job / Sub Customer / Project

Trattative

Trattative

Recensioni

Valutazione media

4,2

In base a 20 valutazioni


Recensioni totali

20

Numero di recensioni di tutti i tempi


5
Percentuale completamento: 75%
75%
4
Percentuale completamento: 0%
0%
3
Percentuale completamento: 5%
5%
2
Percentuale completamento: 5%
5%
1
Percentuale completamento: 15%
15%

Valutazione media

4,2

In base a 20 valutazioni

Recensioni totali

20

Numero di recensioni di tutti i tempi

5
Percentuale completamento: 75%
75%
4
Percentuale completamento: 0%
0%
3
Percentuale completamento: 5%
5%
2
Percentuale completamento: 5%
5%
1
Percentuale completamento: 15%
15%

Filtra recensioni:

Ordina:


2/5
    22 set 2025Modificati1 dic 2025

Buona funzionalità di sincronizzazione, ma interfaccia utente scadente e team di assistenza poco disponibile

Integrazione complessivamente buona con qualche problema minore, necessità di migliorare il supporto

Cosa ti piace?

La sincronizzazione è buona, veloce e con una varietà di opzioni nei campi di mappatura IN HS - QB

Cosa non ti piace?

Alcuni errori minori si verificano ancora durante la sincronizzazione, come la mancata sincronizzazione dei contatti e la sovrascrittura delle informazioni. Anche l'interfaccia utente non è molto intuitiva e deve essere ulteriormente migliorata. Il team di supporto deve essere più disponibile e veloce nel risolvere i problemi di sincronizzazione e le domande che dobbiamo affrontare.

  • Tasnimul, M.

Tradotto from English. Visualizza testo original

1/5
    3 lug 2025

EVITARE QUESTA APP

Ho letto i commenti prima di scaricarla e vorrei aver seguito il consiglio degli altri: evitate questa applicazione. Inutile

Cosa ti piace?

L'app acquisisce subito i dati di pagamento del QB (ottimo per loro, uno schifo per me che devo inseguirli (con sede nel Regno Unito) per annullare).

Cosa non ti piace?

l'app non ha funzionato - non ha fatto nulla

  • McDermott, J.

Tradotto from English. Visualizza testo original

Prezzi

Questa app richiede uno dei piani di abbonamento QuickBooks Online Advanced Automation seguenti.

Professional

49 USD

/mese

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 USD

/mese

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

* I prezzi riportati sono a scopo informativo. I prezzi non includono tasse, incentivi, sconti o altre variabili. Contatta il partner per ricevere il tariffario aggiornato. HubSpot declina qualsiasi responsabilità circa le informazioni di prezzo fornite dai propri partner. Ultimo aggiornamento tariffario: 02/03/2025

Maggiori informazioni

Creazione di
HelloCODER LLP
Installazioni
PIù di 500 installazioni
Categorie
Lingue in cui è disponibile questa app
Inglese

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