# HubSpot to QuickBooks Integration: Automate Your CRM & Accounting

Managing customer relationships and accounting separately can be overwhelming for growing businesses. **HubSpot to QuickBooks integration** bridges this gap by automating the flow of data between your sales and finance teams.

With this integration, you can **sync contacts, deals, invoices, payments, and products** automatically, saving time, reducing errors, and gaining a comprehensive view of your business operations.

## What Is HubSpot to QuickBooks Integration?

**HubSpot to QuickBooks integration** connects your CRM system with your accounting software to ensure seamless data flow. Instead of entering data manually, information from HubSpot—like customer details and deals—automatically syncs with QuickBooks Online or Desktop.

### Key Data Synced Between HubSpot and QuickBooks

* Customer contacts and accounts
* Deals, quotes, and invoices
* Payments and transaction history
* Products and services
* Discounts, taxes, and fees

This ensures **accurate accounting and CRM data**, reduces errors, and saves valuable time for your team.

## Benefits of HubSpot to QuickBooks Integration

Integrating your CRM and accounting systems provides numerous advantages:

* **Automated data entry** between sales and accounting
* **Accurate invoicing** generated from HubSpot deals
* **Real-time visibility** into revenue and sales
* **Faster invoice processing and payment tracking**
* **Reduced human errors** in financial records
* **Streamlined customer management**
* **Audit-ready accounting records**

💡 *Expert Insight:* Businesses using CRM-to-QuickBooks integration report **30–40% faster invoice processing** and significantly fewer accounting errors.

## How HubSpot to QuickBooks Integration Works?

The integration works via **API connections or third-party middleware**.

### Typical Workflow

1. New contact created in HubSpot → Automatically syncs to QuickBooks as a customer
2. Deal or quote in HubSpot → Generates an invoice in QuickBooks
3. Payment recorded in QuickBooks → Updates HubSpot deal status
4. Product/service updates in HubSpot → Synced to QuickBooks

This automated workflow ensures **accurate, real-time data across sales and finance systems**.

## Step-by-Step Guide: Setting Up HubSpot to QuickBooks Integration

### Option 1 – Using HubSpot Native Integration

1. Log in to **HubSpot**
2. Go to **Settings → Integrations → App Marketplace**
3. Search for **QuickBooks Online**
4. Click **Connect**
5. Authenticate your QuickBooks Online account
6. Map HubSpot objects to QuickBooks fields (contacts, deals, invoices)
7. Test the connection and enable automatic syncing

### Option 2 – Using Third-Party Integration Tools

Popular connectors include:

* **Zapier** – Automates workflows between HubSpot and QuickBooks
* **Automate.io** – Enables two-way sync for contacts, deals, and invoices
* **OneSaas / CData** – Advanced syncing for products, payments, and orders

**Setup Steps:**

1. Sign up for the integration tool
2. Authenticate HubSpot and QuickBooks accounts
3. Configure triggers (e.g., new deal in HubSpot → create invoice in QuickBooks)
4. Map fields and accounts
5. Test with sample records and enable live sync

## Common Challenges & Solutions

| Issue | Solution |
| ------------------ | ------------------------------------------------------- |
| Duplicate contacts | Use unique identifiers like email addresses for mapping |
| Deals not syncing | Check required invoice fields and field mappings |
| Payment mismatch | Map payments to correct accounts in QuickBooks |
| Delayed updates | Adjust sync frequency or reconnect the integration tool |

💡 *Pro Tip:* Always run a **pilot sync** with a few records to verify accuracy before enabling full automation.

## Best Practices for HubSpot and QuickBooks Integration

* Enable **two-way sync** for contacts, deals, and invoices
* Maintain **consistent naming conventions** in both systems
* Reconcile invoices and payments regularly
* Monitor **integration logs** for errors
* Backup CRM and accounting data before bulk syncing

These practices ensure **accurate, audit-ready financials** and a smooth integration experience.

## Who Should Use HubSpot to QuickBooks Integration?

### Sales-Focused Businesses

* Convert HubSpot deals into invoices automatically
* Track revenue and payments in real-time

### eCommerce & Retail

* Sync product and pricing data
* Track inventory and revenue

### Service-Based Companies

* Invoice clients directly from HubSpot
* Reduce bookkeeping workload and manual entry

## Is HubSpot to QuickBooks Integration Secure?

Yes. Both HubSpot and QuickBooks employ:

* **Bank-level encryption**
* **Secure APIs**
* **Role-based access controls**
* **PCI-compliant third-party connectors**

Using trusted apps ensures your data remains **secure and protected**.

**Need Help with HubSpot to QuickBooks Integration?**
Our experts can help you connect, troubleshoot, and optimize your integration for **accurate sales and accounting workflows**.

**Call Now: 866-593-4750**
Faster Sales-to-Cash Cycle | Accurate Records | Expert Support

## FAQs

**Q1: Can I sync existing HubSpot contacts to QuickBooks?**
Yes, bulk import is available during the initial integration setup.

**Q2: Does the integration automatically create invoices?**
Yes, HubSpot deals can generate QuickBooks invoices based on field mapping.

**Q3: Can payments in QuickBooks update HubSpot deals?**
Yes, if two-way sync is enabled in your integration tool.

**Q4: Do I need third-party apps for integration?**
For QuickBooks Online, native HubSpot integration works; advanced workflows may require Zapier, Automate.io, or OneSaas.

**Q5: Is the integration secure?**
Yes. Both platforms use secure APIs and encryption to protect synced data.

## Final Thoughts

Integrating **HubSpot to QuickBooks** automates repetitive tasks, reduces errors, and provides a **complete view of your sales and finances**. By connecting CRM and accounting systems, businesses save time, improve accuracy, and make smarter decisions faster.

**Streamline your sales and accounting today!**
**Call 866-593-4750 to speak with an expert and set up your HubSpot to QuickBooks integration efficiently.**