Product Search Rules

Product Search Rules define how products from HubSpot are matched with those in QuickBooks, enabling simple field-based matching or a direct connection without searching to ensure accurate product syncing and invoicing.

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Option 1: Simple Search

This method matches products between HubSpot and QuickBooks by correlating a specific field such as SKU or product number. It’s particularly useful for users with long product lists.

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Option 2: Direct Link

Select this method to link specific products one-to-one between HubSpot and QuickBooks directly. This is particularly useful when the product count is low, allowing for precise manual matching of each product.

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Advanced Settings

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Set Product Matching Fallback Option

This option handles cases where a product is not found during the search. Choose one of the three behaviours below:

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Skip Invoice Generation

Select this option if you prefer not to create an invoice when a product isn’t found in QuickBooks.

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Use a Default Product

When a product is not found in QuickBooks, the integration will fall back to a default item to generate the invoice. If you select this option, you must specify a default product 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. Select the product and click “Finish”.

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Sync Deals Without Line Items

This option creates an invoice/estimate using the deal value only — useful if you do not use line items in HubSpot deals.