요구 사항
HubSpot 요금제 모든 HubSpot 플랜에서 작동 자세히 알아보기 HubSpot 계정 권한 - 필수 계정 권한 보기
Slipstream 구독 - SlipStream Core Access 플랜
개요
1/8
Is invoicing in QuickBooks taking too much of your time?
Slipstream connects your HubSpot to QuickBooks for invoicing and revenue recognition.
Your connection is fully customizable, and our team will build it for you.
Whether you have to create invoices, send them, or create journal entries to recognize revenue, we've got you covered.
All of the settings for your invoicing is managed via HubSpot properties, rather than making you manage a new tool in your tech stack.
Looking to simplify your invoicing?
Click the link to book a demo and let's chat!
기능
Create Invoices in QuickBooks Instantly
Slipstream creates QuickBooks invoices when your deals close in HubSpot, taking the manual work off your back. Using specifications from your Deals in HubSpot, we can meet a wide variety of invoicing needs.
Batch Invoicing
Some businesses need to send invoices in real-time, and others need to send invoices in batches. So we built our integration to accommodate both!
Progress Invoicing
Many businesses send invoices throughout the fulfillment timeline of a quoted job. Maybe it's just an initial deposit and final payment, or perhaps it's more complex than that. Whatever your requirements, Slipstream supports your progress invoicing.
Revenue Recognition
If you bill in HubSpot, you might just need a Journal Entry to recognize the revenue and account for credit card processing fees. Slipstream can be configured to create Journal Entries as needed!
Full Control Over Sending Invoices
You may or may not need to send customers a copy of their invoice. If you do, we'll send it as soon as it's created. And you can toggle "Send to Customer" on a per deal basis for full control.
앱 기능
공유 데이터
Customers | ||
Customers | ||
Invoices | ||
Products |
리뷰
- 2025년 4월 16일
HubSpot과 QuickBooks 인보이스 발행을 위한 필수 통합
Slipstream은 저희의 청구 요구 사항에 매우 적합합니다. 지원팀은 통합이 가장 잘 작동하도록 모든 것을 사용자 정의하고 설정하는 데 큰 도움을 주었습니다.
통합 설정을 통해 우리의 모든 고유한 요구 사항을 설정하고 설명하기 위해 상당한 양의 사용자 지정이 필요했으며 모두 필요한 대로 작동하고 있습니다. HubSpot에서 인보이스를 발행할 수 있지만 고객이 QBO에서 받는 인보이스 보기에는 아무런 변화가 없습니다.
Weyandt, D.
- 2024년 9월 6일
SLPSTRM | Great Experience
SLPSTRM is working great and is saving us a tremendous amount of work and time! Thank you Zachary!
Connecting HubSpot to Quickbooks
Real Time information
To the best of my knowledge, there aren't any cons.
Peterson, B.
제조 - 직원 2~5명
가격 책정
SlipStream Core Access
US$50
/월The standard Slipstream implementation
• CRM Optimization Review
• Custom Property Mapping
• Create Single Invoice for Each Deal
• Tailored Documentation and Training
SlipStream Core Access
US$50
/월The standard Slipstream implementation
• CRM Optimization Review
• Custom Property Mapping
• Create Single Invoice for Each Deal
• Tailored Documentation and Training
* 여기에 표시된 가격은 표시 목적으로만 사용됩니다. 모든 가격에는 세금, 인센티브, 할인 또는 기타 가격 변수가 포함되어 있지 않습니다. 가장 최신의 정확한 가격 정보를 알고 싶다면 파트너에게 연락해야 합니다. HubSpot은 파트너가 제공하는 이 가격 정보에 대해 어떠한 책임도 지지 않습니다. 마지막 가격 업데이트 날짜: 2025.06.25.
새로운 제품
