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Set up Customer Search Rules to seamlessly synchronize customer information between HubSpot and QuickBooks, ensuring data consistency and avoiding duplicate entries. The integration actively searches for customers based on your defined parameters — if a match is found that record is used; otherwise, a new customer profile is created to maintain a comprehensive database.

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Company Matching Criteria (B2B)

1
From the “HubSpot Company Identifier” dropdown, select the HubSpot field you want to use for matching (e.g., Company Name, Email).
2
From the “QuickBooks Company Field” dropdown, select the corresponding field in QuickBooks. This ensures both platforms refer to the same company data when syncing, maintaining consistency across systems.
Customer Search Rules
Customer Search Rules
Customer Search Rules

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Enable Individual Contact Sync (B2C)

Enable this only if you deal with individual contacts as well.
This feature is essential for businesses dealing directly with consumers. It allows individual contacts from HubSpot to be added to QuickBooks as customers when there is no associated company.
1
Tick “Enable Individual Customer Sync” if your contacts are not associated with a company.
Customer Search Rules
2
Once you have selected your preferences, click “Next”.
Customer Search Rules
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