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HubSpot and Quickbooks

Sarah Mouton

Are you using HubSpot & Quickbooks side by side? Did you wish they play nice with each other? You’re not alone.

PieSync’s sync engine helps you create an intelligent connection between HubSpot and Quickbooks … and more than 240+ other cloud-based apps in real time.

All HubSpot customers (including free users) are eligible for a 25% discount on any PieSync plan. Sign up for a free trial to receive your discount.

Curious to read more about what objects PieSync can sync? Click here.

Step 1: Select Quickbooks and HubSpot.

PieSync offers over 240+ apps that you can connect with each other. In the top right corner you can search for the apps that you need.

HS Quickbooks choose apps

Step 2: Authorize Quickbooks

We simply ask your login details and permission for access. For QuickBooks, we need you to log in to your account and allow access. When you click "Authorize QuickBooks", a pop-up window appears requesting this information.

We connect with all online QuickBooks accounts, i.e. not QuickBooks Desktop.  Learn about the advantages of an online plan here.

If you already authorized QuickBooks List(s) in the past or in any other PieSync integration, you'll be able to skip this step and choose from your CONNECTED ACCOUNTS.

Step 3: Authorize HubSpot

All HubSpot plans are able to set up a PieSync connection.

For HubSpot CRM, we need you to first log in to your HubSpot CRM account in a separate window or tab, and copy your "Hub ID", to be found in the top right corner. When you click 'Authorize HubSpot CRM', a pop-up window appears with a request to enter this ID, followed by a window asking you to authorize your account.

If you already authorized HubSpot CRM in the past or in any other PieSync integration, you'll be able to skip this step and choose from your CONNECTED ACCOUNTS.

Step 5: Configuration

Connection Rules

Once you authorized  Quickbooks and HubSpot, you tell PieSync how we should keep your contacts/customer data in sync. By default, PieSync proposes a two-way sync with a drop-down to allow for one-way syncs (do I need one-way or two-way?).

Hs Quickbooks sync arrows

A two-way sync starts off with 2 rules. Each rule fulfills the conditions of each side of the sync. PieSync looks at all the data stored on each side, so you can define exactly what data needs to move from one side to the other.

If you need a simple all-to-all sync, this is all you need to set up (ie. don't change anything to the default setup). Starter plans are limited to two of these rules, but the Pro plan allows for more.

However, through PieSync you can and you should tweak the sync so that not only contacts/customers get synced, but you also respect the segmentation, tags, owners, person stages, custom attributes, subscription status, ... of the apps that the contacts live in. In a PieSync rule, you can choose to add a filter and add actions to syncs. 

HS Quickbooks pro-rules

What you can do depends from app to app. Typically, in the if-clause you define a segment of your contacts/customers. In the then-clause, you perform actions such as adding the contacts/customers to the counterpart of that same segment in the other app. Combine this with other actions you can perform as a result of a sync, and the possibilities are truly endless.

Connection Field Mapping

Quickbooks HS field mapping

Two fields that are kept in sync by PieSync, without explicitly requiring the user to choose them. These are built-in mappings between standard fields that exist in both applications you are keeping in sync.

As of the Pro Plan, you are able to customize the default field mappings and you are also able to add your own field mappings. Any user-created mapping is also often referred to as the "Custom (Field) Mapping".

HS quickbooks custom fields

More questions?

Don't hesitate to let us know if you have any further questions. Reach out to support@piesync.com

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