QuickBooks Online Advanced Automation
All HubSpot Objects ↔ All QuickBooks transactions, everything…
สร้างโดย - HelloCODER LLP
ติดตั้ง - 500+ การติดตั้ง
คะแนน - 4.2(20)
ข้อกำหนด
แผน HubSpot ใช้งานได้กับแพ็กเกจ HubSpot ทั้งหมด เรียนรู้เพิ่มเติม สิทธิ์บัญชี HubSpot - ดูสิทธิ์บัญชี ที่จำเป็น
การสมัครใช้บริการ QuickBooks Online Advanced Automation - Professional, Business Max, Corporate หรือ Professional Annual แพ็กเกจ
ภาพรวม
1/7
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.
ฟีเจอร์
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".
ฟังก์ชันการทำงานแอป
ข้อมูลที่แบ่งปัน
1. Customers / Vendors | ||
1. Estimates/Invoice/Bill/PurchaseOrder | ||
2. Customers / Vendors | ||
2. Estimate/Invoice/Deposit/Bill/VendorCredit & More | ||
Inovoice | ||
Items | ||
Job / Sub Customer / Project |
รีวิว
4.2
20
4.2
20
- 22 ก.ย. 2025
Good sync functionality but poor UI, and unhelpful support team
Overall good Integration with some minor issue, Need to improve support
The sync is good, fast and variety of options in mapping fields IN HS - QB
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.
- 3 ก.ค. 2025
AVOID THIS APP
I reviewed the comments before downloading and wish I had followed the advise of others - avoid this app. Useless
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)
the app did not work - it did nothing
McDermott, J.
การกำหนดราคา
Professional
US$49
/เดือนINCLUDES 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.
Professional
US$49
/เดือนINCLUDES 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.
* ราคาที่แสดงนี้มีไว้เพื่อแสดงข้อมูลเท่านั้น ราคาทั้งหมดยังไม่รวมภาษี สิทธิพิเศษ ส่วนลด หรือตัวแปรราคาอื่นๆ คุณควรติดต่อพาร์ทเนอร์เพื่อรับข้อมูลราคาล่าสุดและถูกต้องที่สุด HubSpot จะไม่รับผิดชอบใดๆ ต่อข้อมูลราคานี้ซึ่งจัดทำโดยพาร์ทเนอร์ของเรา การกำหนดราคาอัปเดตล่าสุด: 02/03/2025
ข้อมูลเพิ่มเติม
สร้างโดย - HelloCODER LLP
ติดตั้ง - 500+ การติดตั้ง
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