要求
HubSpot 计划 适用于所有 HubSpot 计划 了解更多信息 HubSpot 帐户权限 - 查看必要帐户权限
Slipstream 订阅 - SlipStream Core Access 计划
概览
1/8
Is invoicing in QuickBooks taking too much of your time?
Slipstream connects your HubSpot to QuickBooks for invoicing and revenue recognition.
Your connection is fully customizable, and our team will build it for you.
Whether you have to create invoices, send them, or create journal entries to recognize revenue, we've got you covered.
All of the settings for your invoicing is managed via HubSpot properties, rather than making you manage a new tool in your tech stack.
Looking to simplify your invoicing?
Click the link to book a demo and let's chat!
功能
Create Invoices in QuickBooks Instantly
Slipstream creates QuickBooks invoices when your deals close in HubSpot, taking the manual work off your back. Using specifications from your Deals in HubSpot, we can meet a wide variety of invoicing needs.
Batch Invoicing
Some businesses need to send invoices in real-time, and others need to send invoices in batches. So we built our integration to accommodate both!
Progress Invoicing
Many businesses send invoices throughout the fulfillment timeline of a quoted job. Maybe it's just an initial deposit and final payment, or perhaps it's more complex than that. Whatever your requirements, Slipstream supports your progress invoicing.
Revenue Recognition
If you bill in HubSpot, you might just need a Journal Entry to recognize the revenue and account for credit card processing fees. Slipstream can be configured to create Journal Entries as needed!
Full Control Over Sending Invoices
You may or may not need to send customers a copy of their invoice. If you do, we'll send it as soon as it's created. And you can toggle "Send to Customer" on a per deal basis for full control.
应用程序功能
共享数据
Customers | ||
Customers | ||
Invoices | ||
Products |
评论
- 2025年4月16日
HubSpot 与 QuickBooks 开票的基本集成
Slipstream 很好地满足了我们的计费需求。 支持人员很好地帮助我们定制和设置了一切，使集成工作达到最佳效果。
通过集成设置，我们进行了大量的自定义设置，以满足我们所有的独特需求，而且它们都能按我们的要求运行。 我们可以从 HubSpot 开具发票，但客户从 QBO 收到的发票视图没有任何变化。
Weyandt, D.
- 2024年9月6日
SLPSTRM | Great Experience
SLPSTRM is working great and is saving us a tremendous amount of work and time! Thank you Zachary!
Connecting HubSpot to Quickbooks
Real Time information
To the best of my knowledge, there aren't any cons.
Peterson, B.
制造 - 2 到 5 个员工
定价
SlipStream Core Access
US$50
/月The standard Slipstream implementation
• CRM Optimization Review
• Custom Property Mapping
• Create Single Invoice for Each Deal
• Tailored Documentation and Training
SlipStream Core Access
US$50
/月The standard Slipstream implementation
• CRM Optimization Review
• Custom Property Mapping
• Create Single Invoice for Each Deal
• Tailored Documentation and Training
* 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：2025/06/25
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