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QuickBooks Online Advanced Automation

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App

QuickBooks Online Advanced Automation

All HubSpot Objects ↔ All QuickBooks transactions, everything…

Installs
500+ installs
Rating

4.2(20)

Sign in to installRequires QuickBooks Online Advanced Automation subscription

Requirements

HubSpot Plan
HubSpot Account permissions
View the required account permissions
QuickBooks Online Advanced Automation Subscription
Professional, Business Max, Corporate, or Professional Annual plans

Overview

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.


Features

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".

App Functionality

Shared Data
Data Source
Sync Direction
In HubSpot
In HubSpot

1. Customers / Vendors

Contacts

Contacts

1. Estimates/Invoice/Bill/PurchaseOrder

Deals

Deals

2. Customers / Vendors

Companies

Companies

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

Custom Objects

Custom Objects

Inovoice

Invoices

Invoices

Items

Products

Products

Job / Sub Customer / Project

Deals

Deals

Reviews

Average rating

4.2

Based on 20 ratings


Total reviews

20

Number of reviews all-time


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

Average rating

4.2

Based on 20 ratings

Total reviews

20

Number of reviews all-time

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

Filter reviews:

Sort:


2/5
    Sep 22, 2025EditedDec 1, 2025

Good sync functionality but poor UI, and unhelpful support team

Overall good Integration with some minor issue, Need to improve support

What do you like?

The sync is good, fast and variety of options in mapping fields IN HS - QB

What do you dislike?

Some minor errors still pops up the sync , like contact not syncing properly, overwriting information. Also the UI is not so intuitive needs further improvement. Next support team teams needs to be more helpful and quick of the sync issue and queries we face.

  • Tasnimul, M.


1/5
    Jul 3, 2025

AVOID THIS APP

I reviewed the comments before downloading and wish I had followed the advise of others - avoid this app. Useless

What do you like?

The app grabs your QB payment information right away (great for them, sucks for me as I have to chase them (UK based) to cancel)

What do you dislike?

the app did not work - it did nothing

  • McDermott, J.


Pricing

This app requires one of the following QuickBooks Online Advanced Automation subscription plans.

Professional

$49

/month

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

/month

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

* 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: 12/03/2025

More info

Built by
HelloCODER LLP
Installs
500+ installs
Categories
Languages this app is available in
English

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