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IMPORTANT: Always check the Notes section in your HubSpot deal to view the status of your integration run
This integration helps you:
  • Turn your HubSpot deals into QuickBooks invoices or estimates
  • Keep your HubSpot and QuickBooks product and customer data in sync
  • View financial information within HubSpot contact and companies
Open the ‘Notes’ section in your HubSpot deal to view the integration updates. You will find the PDF copy of the successful invoice/estimate. If the integration ran into any errors, complete error details will be shown as well. You can make necessary changes and then click on the ‘Replay’ button in the note to re-run the integration.
No. The integration only creates a draft invoice/estimate in QuickBooks. It won’t be automatically sent to your customers. You’ll need to send it to your customer manually for now.
Manually open each company or contact in Hubspot respectively and click on “Update” in the CRM card.
No. You can only connect one QuickBooks account to one HubSpot account at a time. However, you can connect a new QuickBooks account if needed, by disconnecting the existing QuickBooks connection.
The integration syncs customer and product data from HubSpot to QuickBooks only, not the other way around.
Yes. The integration will create a new customer record in e-conomic using the information from your HubSpot contact/company added in the deal.
The app provides you three options to choose from if a product is not found in QuickBooks:
  • Take no action by skipping invoice/estimate generation
  • Choose from a default product that serves as a placeholder
  • Create a new product in QuickBooks
Check:
  • Your deal notes for any sync errors
  • Your e-conomic connection status
  • If needed, try the “Replay” option in deal notes
Contact support@cloudify.biz if issues persist
Use the “Replay” option in your deal’s activity notes. This allows you to retry any failed sync attempts.
No. Failed integration attempts are not counted towards your usage limits. You will only be charged for successful invoice/estimate creations.