要求
HubSpot 版本 適用於所有 HubSpot 版本 了解詳情 HubSpot 帳戶權限 - 檢視所需的帳戶權限
Slipstream 訂閱 - SlipStream Core Access 版本
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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.
應用程式功能
共用資料
Customers | ||
Customers | ||
Invoices | ||
Products |
評論
- 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.
製造 - 2 至 5 位員工
價格
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：2025/12/04
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