> ## 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.

# Frequently Asked Questions

<Note>
  **IMPORTANT**: Always check the Notes section in your HubSpot deal to view the status of your integration run
</Note>

<Accordion title="What exactly does this integration do?">
  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
</Accordion>

<Accordion title="My HubSpot deal has moved to the required deal stage. Where do I check if the invoice/estimate creation was successful?">
  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.
</Accordion>

<Accordion title="Will the invoice/estimate be directly sent to my customer after it is created?">
  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.
</Accordion>

<Accordion title="How do I just create a customer in my accounting system from Hubspot if I don't want to create an invoice/estimate?">
  Manually open each company or contact in Hubspot respectively and click on "Update" in the CRM card.
</Accordion>

<Accordion title="Can I connect my HubSpot account with multiple QuickBooks accounts using Cloudify's app?">
  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.
</Accordion>

<Accordion title="I am unable to import my QuickBooks customer and product data to HubSpot with this application.">
  The integration syncs customer and product data from HubSpot to QuickBooks only, not the other way around.
</Accordion>

<Accordion title="What if my HubSpot customer is not present in QuickBooks? Will the integration work?">
  Yes. The integration will create a new customer record in e-conomic using the information from your HubSpot contact/company added in the deal.
</Accordion>

<Accordion title="What if my HubSpot product is not present in QuickBooks? Will the integration work?">
  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
</Accordion>

<Accordion title="I have connected my QuickBooks  account to HubSpot but I can't see the created invoice/estimate 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](mailto:support@cloudify.biz) if issues persist
</Accordion>

<Accordion title="How can I re-run failed integration attempts?">
  Use the "**Replay**" option in your deal's activity notes. This allows you to retry any failed sync attempts.
</Accordion>

<Accordion title="Will I be charged if the integration fails due to a setting error at my end?">
  No. Failed integration attempts are not counted towards your usage limits. You will only be charged for successful invoice/estimate creations.
</Accordion>