Product Settings

Documentation Index

Fetch the complete documentation index at: https://docs.cloudify.biz/llms.txt

Use this file to discover all available pages before exploring further.

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-mProduct Sync Rules

Manage how products are identified and matched between HubSpot and QuickBooks. Select the method of item search that best suits your needs, ensuring accurate invoice creation.

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Option 1: Select Search Parameters

Choose this method to set specific parameters for searching products in QuickBooks when the integration is triggered. If a product from HubSpot isn’t found in QuickBooks, choose one of the following fallback options:

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Do Not Generate an Invoice

Select this option to avoid creating an invoice when an item isn’t found in QuickBooks.

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Use a Default Item

When a HubSpot product isn’t found, the integration uses a default QuickBooks item to generate the invoice. This ensures uninterrupted invoice creation. If you select this option, you must specify a default item from your QuickBooks item list.

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Create a New Product in QuickBooks

Automatically generates a new item entry in QuickBooks when a matching item isn’t found, using the product details from HubSpot.

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Sync Deals Without Products

This option creates an invoice using the deal value only — useful if you do not use products in HubSpot deals. Select the product from the drop-down list and click “Save”.

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Product Field Mappings

Product field mapping involves customizing how product data aligns between HubSpot and QuickBooks by setting equivalent fields. This ensures that product information like names and numbers is consistently and accurately transferred between the two systems.