QuickBooks Online
Convert HubSpot deals into QuickBooks invoices and estimates instantly
Requirements
HubSpot Plan HubSpot Account permissions - View the required account permissions
QuickBooks Online Subscription - Basic, Premium, or Custom plans
Overview
1/8 - QuickBooks Online
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
Features
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.
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.
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.
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.
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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.
App Functionality
Shared Data
Customer Fields | ||
Customer Number | ||
Customers | ||
Estimate Fields | ||
Estimates | ||
Estimates | ||
Estimates | ||
Invoice Fields | ||
Invoices | ||
Invoices | ||
Invoices | ||
Line items |
Reviews
- Sep 30, 2025
Clean, tidy interface delivers excellent results
Very well thank you
Clean and tidy
Young, N.
- Aug 26, 2025
The Best Decision We Made for Managing Invoices
We’ve been using QuickBooks with HubSpot for a while now, and honestly, it’s made day-to-day work so much easier. Before, our team was stuck doing manual entries and constantly double-checking invoices. Now, as soon as a deal closes in HubSpot, the invoice is created in QuickBooks without anyone lifting a finger.
Reliable reporting and insights for better decision-making
Sparrow, J.
Pricing
Basic
$15
/monthEssential 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
/monthEssential 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.
* The pricing here is for display purposes only. All prices do not include taxes, incentives, discounts, or other pricing variables. You should contact the partner for the most up to date and correct pricing information. HubSpot does not take any responsibility for this pricing information, which is provided by our partners. Pricing last updated: 12/19/2025
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