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QuickBooks Online Advanced Automation

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QuickBooks Online Advanced Automation

All HubSpot Objects ↔ All QuickBooks transactions, everything…

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설치 수 500개 이상
평가

4.2(20)

설치하려면 로그인하세요.QuickBooks Online Advanced Automation 구독 필요

요구 사항

HubSpot 요금제
    모든 HubSpot 플랜에서 작동
자세히 알아보기
HubSpot 계정 권한
필수 계정 권한 보기
QuickBooks Online Advanced Automation 구독
Professional, Business Max, Corporate 또는 Professional Annual 플랜

개요

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.


기능

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".

앱 기능

공유 데이터
데이터 소스
동기화 방향
HubSpot에 있음
HubSpot에 있음

1. Customers / Vendors

연락처

연락처

1. Estimates/Invoice/Bill/PurchaseOrder

거래

거래

2. Customers / Vendors

회사

회사

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

맞춤형 개체

맞춤형 개체

Inovoice

인보이스

인보이스

Items

제품

제품

Job / Sub Customer / Project

거래

거래

리뷰

평균 등급

4.2

20 평점 기준


총 리뷰 수

20

역대 리뷰 건수


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

평균 등급

4.2

20 평점 기준

총 리뷰 수

20

역대 리뷰 건수

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

리뷰 필터링:

정렬:


2/5
    2025년 9월 22일Edited2025년 12월 1일

동기화 기능은 좋지만 UI가 열악하고 지원팀이 도움이 되지 않습니다.

일부 사소한 문제와 전반적으로 양호한 통합, 지원 개선 필요

무엇이 마음에 드시나요?

동기화가 좋고 빠르며 매핑 필드에서 다양한 옵션이 HS - QB에 있습니다.

무엇이 마음에 들지 않으시나요?

연락처가 제대로 동기화되지 않거나 정보를 덮어쓰는 등 일부 사소한 오류가 여전히 동기화 팝업창에 나타납니다. 또한 직관적이지 않은 UI도 개선이 필요합니다. 다음 지원팀은 동기화 문제와 문의에 대해 더 많은 도움을 주고 신속하게 대응해야 합니다.

  • Tasnimul, M.

번역된 from English. 보기 original 텍스트

1/5
    2025년 7월 3일

이 앱 피하기

다운로드하기 전에 댓글을 검토했는데, 다른 사람들의 조언을 따랐더라면 이 앱을 피할 수 있었을 텐데 하는 아쉬움이 남습니다. 쓸모없다

무엇이 마음에 드시나요?

앱이 QB 결제 정보를 바로 가져옵니다(그들에게는 좋지만, 취소하기 위해 (영국에 있는) 결제 정보를 쫓아다녀야 하는 저에게는 아쉽습니다).

무엇이 마음에 들지 않으시나요?

앱이 작동하지 않음 - 아무것도 하지 않음

  • McDermott, J.

번역된 from English. 보기 original 텍스트

가격 책정

이 앱에는 다음 QuickBooks Online Advanced Automation 구독 요금제 중 하나가 필요합니다.

Professional

US$49

/월

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

US$49

/월

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

* 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: 2025.03.02.

자세한 정보

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HelloCODER LLP
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