How to Execute HubSpot QuickBooks Online Integration? from Kaitlyn Dever's blog

You can connect HubSpot Quickbooks Integrationthrough the account associated with this sales platform. You can access Marketplace once you've logged in to your account. Following that, you should see App Marketplace. Select it, and then use the Search option to look for QBO. In HubSpot, you can install the QuickBooks Online application. After installing it, you must sign in to your Intuit QBO account. The integration of HubSpot and QuickBooks Online can then be started using the Connected Apps option.

Let us go over the details of this integration procedure by reading the following instructions:

  • Launch "HubSpot."

  • Please sign in to your account.

  • Look at HubSpot's navigation bar.

  • Select "Marketplace," which is represented by its symbol.

  • Then select "App Marketplace."

  • Section: "Setup Methods."

  • Select "Search" from the drop-down menu.

  • Look for the phrase "QuickBooks Online."

  • Then, from the results, choose "QuickBooks Online."

  • Section: "Setup Methods."

  • Select "Install App."

  • You will be prompted to enter the login information for your "QBO" account. Please provide the proper credentials.

  • Allow for the installation of the application.

  • After installation, go to "Connected Apps."

  • Select "QuickBooks Online."

  • Select "Connect QuickBooks Account."

Now that you've successfully HubSpot Quickbooks Integration, you can create new invoices as well as import existing ones. You can either check the workflow or create reports. Most importantly, you can enable Contact Sync and Product Sync to include important information in the platform.

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By Kaitlyn Dever
Added Nov 20 '21


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