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构建

QuickBooks Online

QuickBooks Online-icon
应用程序

QuickBooks Online

HubSpot 认证应用程序

Sync QuickBooks Online and HubSpot; Works with data studio in Data Hub

构建者
HubSpot
安装
1万 次安装
评分

2.2(84)

登录以进行安装需要 QuickBooks Online 订阅

要求

HubSpot 计划
    适用于所有 HubSpot 计划
了解更多信息
HubSpot 帐户权限
无需权限
QuickBooks Online 订阅
Simple StartEssentialsPlusAdvanced 计划

概览

HubSpot’s QuickBooks Online integration enables you to connect data between tools to get a complete view of the customer, streamline your billing & payments process, and keep accurate financial records.


Sync data between HubSpot and QuickBooks Online in a few clicks


Sync Invoices, Contacts/Customers, and Products bi-directionally between HubSpot and QuickBooks Online. Whether invoices, customers, products, or payments are created in HubSpot or QuickBooks Online, the integration provides a complete view of your customer in HubSpot. Synced data can be used to generate reports, trigger automation, or simply be viewed by users with the appropriate permissions, without ever having to leave HubSpot.


You decide which data should sync and the direction that data syncs. The integration's health reports and alerts identify records that have failed to sync and provide helpful recommendations on how to resolve sync errors.


Streamline your billing process and keep QuickBooks Online up-to-date


Commerce Hub offers features like Quotes, Invoices, Subscriptions, and Payment Links to bill and collect payments. You can create invoices from scratch, or convert Quotes or Deals into Invoices or Subscriptions, all within HubSpot. Two-way invoice sync will create HubSpot invoices in QuickBooks Online within minutes, and payments will sync automatically whether they are collected via HubSpot or QuickBooks Online.


Empower your front-office to send bills and chase payments so Accounting can stay focused on what they love: managing the financial health of the business.

功能

Sync data between HubSpot and QuickBooks Online confidently

Contacts, Invoices, and Products can be synced to HubSpot, from HubSpot, or both ways. The integration’s sync filters give you full control over what, when and how your data is synced between HubSpot and QuickBooks Online.

Streamline your billing process and keep QuickBooks Online up to date

Convert Quotes and Deals into invoices and subscriptions in just a few clicks, or create invoices from scratch, speeding up your billing process. Published Invoices are synced to QuickBooks Online and updated with payments when they are paid via HubSpot, or when payments are recorded in QuickBooks Online.

In-depth sync health reporting and error resolution

In-depth sync health reporting helps you identify in real time which records are syncing, and how to resolve sync errors quickly.

Customize your field mappings

With Operations Hub Starter or above, you can customize your invoice, contact, or product sync field mappings to better match your data model.

Works with data studio in Data Hub

Built for marketers, data studio in Data Hub lets anyone blend data in a familiar, spreadsheet-like interface with the help of AI. Create custom datasets that power advanced segmentation, automation, and reporting. You can also easily manage the flow of data between multiple external data sources, including Stripe, and the HubSpot CRM

应用程序功能

共享数据

Each object has field mappings that match information across HubSpot and QuickBooks Online. Default mappings are listed below. Changing the default mappings requires Operations Hub Starter or up. QuickBooks Online offers limited custom fields support in their API (maximum 3 on invoices only).

HubSpot 的数据同步功能
数据源
同步方向
在 HubSpot 中
在 HubSpot 中

Customers

联系人

联系人

Invoices

发票

发票

Products & Services

产品

产品

Quickbooks Online data

Data Studio

Data Studio

评论

2.2

根据 84 个评分

总审查数

84

历来审查数

整体评分

12% 完成
3% 完成
14% 完成
31% 完成
40% 完成

平均评分

2.2

根据 84 个评分

总审查数

84

历来审查数

整体评分

12% 完成
3% 完成
14% 完成
31% 完成
40% 完成

过滤评论:

排序:


3/5
    2025年8月8日

基本功能正常运行,但客户名称和发票发送方面的限制令人沮丧

基本发票同步工作正常。明确地说,我们使用的是从 HS 到 QB 的单向发票同步。 但它有很多不足之处。 请看缺点。

你喜欢什么?

一旦设置好,同步就会很可靠。

你不喜欢什么?

- 无法从 QB 向客户(HS 联系人)发送发票。 HS 中的公司名称格式不一定是我们希望在 QB 发票上使用的格式。

  • Famili, H.

已翻译 from English。查看original 文本

1/5
    2025年8月5日

无法同步公司数据

它不适用于 B2B 销售。

  • Mihajlovic, M.

已翻译 from English。查看original 文本

此应用程序需要以下其中一个 QuickBooks Online 订阅计划。

Simple Start

US$35

/月
  • Track income & expenses

  • Capture & organize receipts

  • Maximize tax deductions

  • Invoice & accept payments

  • Track miles

  • Send estimates

  • Track sales & sales tax

  • Manage 1099 contractors

  • Run general reports

Simple Start

US$35

/月
  • Track income & expenses

  • Capture & organize receipts

  • Maximize tax deductions

  • Invoice & accept payments

  • Track miles

  • Send estimates

  • Track sales & sales tax

  • Manage 1099 contractors

  • Run general reports

* 此处的定价仅供展示。所有价格均不包含税、奖励、折扣或其他定价变量。你应联系合作伙伴以获取最新的正确定价信息。HubSpot 对合作伙伴所提供的定价信息不承担任何责任。上次更新定价时间:2025/10/15

更多信息

构建者
HubSpot
安装
1万 次安装
类别
应用程序可用的语言
中文意大利语法语英语西班牙语

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