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QuickBooks Online

建立

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應用程式

QuickBooks Online

HubSpot 認證應用程式

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

建立者
HubSpot
安裝次數
1萬 次安裝
評分

2.1(85)

登入以進行安裝需要 QuickBooks Online 訂閱

要求

HubSpot 版本
    適用於所有 HubSpot 版本
了解詳情
HubSpot 帳戶權限
無需權限
QuickBooks Online 訂閱
Simple StartEssentialsPlusAdvanced 版本

總覽

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

應用程式功能

共用資料

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 的資料同步功能
資料來源
同步方向
在 HubSpot 中
在 HubSpot 中

Customers

連絡人

連絡人

Invoices

發票

發票

Products & Services

產品

產品

Quickbooks Online data

Data Studio

Data Studio

評論

2.1

依據 85 個評分

總檢閱數

85

歷來的檢閱次數

整體評分

12% 完成
3% 完成
13% 完成
31% 完成
41% 完成

平均評分

2.1

依據 85 個評分

總檢閱數

85

歷來的檢閱次數

整體評分

12% 完成
3% 完成
13% 完成
31% 完成
41% 完成

篩選評論:

排序:


篩選評論:

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。

你喜歡什麼?

一旦设置好,同步就会很可靠。

你不喜歡什麼?

- 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.

已翻譯 from English。 檢視 original 文字
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.

已翻譯 from English。 檢視 original 文字
此應用程式需要下列其中一個 QuickBooks Online 訂閱版本。

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

* 此處顯示的價格僅供參考。所有價格均不包含稅金、獎勵、折扣或其他價格變數。如需最新的正確價格資訊,請連絡合作夥伴。HubSpot 對合作夥伴所提供的價格資訊不承擔任何責任。上次更新價格時間:2025/09/04

更多資訊

建立者
HubSpot
安裝次數
1萬 次安裝
類別
此應用程式可用的語言
中文法文義大利文英語西班牙文

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