Connect HubSpot and QuickBooks Online to unlock the power of automation
- No credit card required
- Free forever for core features
- 14-day trial for premium features and apps
Set up your first integration
Quickly connect HubSpot to QuickBooks Online with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate HubSpot with QuickBooks Online - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Company" from HubSpot.
Add your action
An action happens after the trigger—such as "Attach File(s) or Note" in QuickBooks Online.
You’re connected!
Zapier seamlessly connects HubSpot and QuickBooks Online, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Note
- Additional properties to retrieve
Try ItTriggerPolling- Note
- Additional properties to retrieve
Try ItTriggerPolling- Note
- Additional properties to retrieve
Try ItTriggerPolling- Property NameRequired
Try ItTriggerInstant
- Note
- Additional properties to retrieve
Try ItTriggerPolling- Note
- Additional properties to retrieve
Try ItTriggerPolling- Note
- Additional properties to retrieve
Try ItTriggerPolling- Event Type
Try ItTriggerPolling
Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023
93%
Customers who say using Zapier has made them better at their job
25m
Customers have created over 25 million Zaps on the platform
6 mins
The average user takes less than 6 minutes to set up a Zap
Practical ways you can use HubSpot and QuickBooks Online
Seamlessly track new deals in accounting.
When a new deal is created in HubSpot, Zapier will automatically create a corresponding invoice in QuickBooks Online. This automation ensures that sales progress is instantly reflected in your accounting system for streamlined financial tracking and eliminates the need for manual data entry.
Business OwnerLog marketing opportunities in accounting.
Every time a new contact is added in HubSpot, Zapier will automatically create a new customer record in QuickBooks. This helps your marketing team bridge the gap between potential leads and financial management, ensuring smooth opportunity tracking.
Marketing & Marketing OpsSync closed deals to accounting systems.
Whenever a deal's stage is updated to "Closed Won" in HubSpot, Zapier automatically creates an invoice in QuickBooks Online. This keeps the sales and finance teams aligned, ensuring quick invoicing and minimizing the risk of missed revenue recognition.
Sales OpsLearn how to automate HubSpot on the Zapier blog
Learn how to automate QuickBooks Online on the Zapier blog
Frequently Asked Questions about HubSpot + QuickBooks Online integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with HubSpot and QuickBooks Online
What is required to set up the integration between HubSpot and QuickBooks Online?
To set up the integration, you need active accounts for both HubSpot and QuickBooks Online. You'll also need to authorize access between the two platforms through our system to enable communication. Ensure both platforms have the appropriate permissions enabled for data synchronization.
How does information flow between HubSpot and QuickBooks Online after integration?
Once integrated, specific triggers in HubSpot, such as new contacts or deals, can initiate actions in QuickBooks Online, like creating new customers or generating invoices. The synchronization is customizable based on your business needs.
Can I customize which data gets shared between HubSpot and QuickBooks Online?
Yes, you can customize the integration by selecting which triggers in HubSpot will lead to actions in QuickBooks Online. You determine whether only certain fields are updated or if all information related to an event is synchronized.
Are there limitations to what data can be synchronized between HubSpot and QuickBooks Online?
There are some limitations; not all data types can be synced due to platform restrictions. For instance, while customer details and invoice data can be synchronized, complex transactional data might require additional configuration.
How often does data sync occur between HubSpot and QuickBooks Online?
The frequency of data synchronization depends on how you configure your settings. It can be set to real-time updates or scheduled at intervals such as hourly or daily, depending on your preferences and business needs.
What should I do if there’s a synchronization error?
In case of a synchronization error, check the integration settings first. Ensure that both platforms have valid authentication credentials. Our help documentation provides troubleshooting steps specific to common error codes encountered during syncing.
Is it possible to disconnect HubSpot from QuickBooks Online after setting it up?
Yes, you can disconnect at any time through our dashboard interface. Simply navigate to your integrations tab and select 'disconnect.' This action will stop any further data sync until reconnected.