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QuickBooks Online Advanced Automation

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应用程序

QuickBooks Online Advanced Automation

All HubSpot Objects ↔ All QuickBooks transactions, everything…

安装
超过 500 次安装
评分

4.2(20)

登录以进行安装需要 QuickBooks Online Advanced Automation 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
查看必要帐户权限
QuickBooks Online Advanced Automation 订阅
ProfessionalBusiness MaxCorporateProfessional Annual 计划

概览

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.


功能

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".

应用程序功能

共享数据
数据源
同步方向
在 HubSpot 中
在 HubSpot 中

1. Customers / Vendors

联系人

联系人

1. Estimates/Invoice/Bill/PurchaseOrder

交易

交易

2. Customers / Vendors

公司

公司

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

自定义对象

自定义对象

Inovoice

发票

发票

Items

产品

产品

Job / Sub Customer / Project

交易

交易

评论

平均评分

4.2

根据 20 个评分


总审查数

20

历来审查数


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

平均评分

4.2

根据 20 个评分

总审查数

20

历来审查数

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

过滤评论:

排序:


2/5
    2025年9月22日Edited2025年12月1日

同步功能良好,但用户界面不佳,支持团队也缺乏帮助

总体集成效果良好,但存在一些小问题,需要改进支持

你喜欢什么?

同步效果好、速度快,而且在映射领域有多种选择,包括 HS - QB

你不喜欢什么?

同步时仍会出现一些小错误,如联系人无法正常同步、信息被覆盖等。 此外,用户界面也不够直观,需要进一步改进。 下一个支持团队需要对我们面临的同步问题和询问提供更多帮助和更快处理。

  • Tasnimul, M.

已翻译 from English。查看original 文本

1/5
    2025年7月3日

避免使用此应用程序

我在下载前查看了评论,真希望我听从了其他人的建议--避免使用这款应用程序。 没用

你喜欢什么?

应用程序会立即抓取您的 QB 付款信息(对他们来说很好,但对我来说很糟糕,因为我必须追着他们(英国)取消付款)

你不喜欢什么?

该应用程序不起作用 - 什么也没做

  • McDermott, J.

已翻译 from English。查看original 文本

定价

此应用程序需要以下其中一个 QuickBooks Online Advanced Automation 订阅计划。

Professional

US$49

/月

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

US$49

/月

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

* 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:2025/03/02

更多信息

构建者
HelloCODER LLP
安装
超过 500 次安装
类别
应用程序可用的语言
英语

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