> ## 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.

# 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.

***

## 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.

<Steps>
  <Step>
    From the **HubSpot** dropdown, select the field you want to use for product matching (e.g., SKU).
  </Step>

  <Step>
    From the **QuickBooks** dropdown, select the corresponding field for automatic identification.

    <Frame>
      ![Product Search Rules](https://framerusercontent.com/images/oykY0xrbA4crmUKsE18JYLpmgY.png)
    </Frame>
  </Step>
</Steps>

***

## 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.

<Frame>
  ![Product Search Rules](https://framerusercontent.com/images/C9NPrCQgkeX2yANfN2U4P8eezU.png)
</Frame>

***

## Advanced Settings

### 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:

### Skip Invoice Generation

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

<Frame>
  ![Product Search Rules](https://framerusercontent.com/images/KLXLL9Byp5tCyJY5zLKwFJjQYEs.png)
</Frame>

### 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.

<Frame>
  ![Product Search Rules](https://framerusercontent.com/images/ydKgSjcZlkJ5SF0y1iQQCzX9iT8.png)
</Frame>

### 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"**.

<Frame>
  ![Product Search Rules](https://framerusercontent.com/images/NMG3KIuTN84xCfbPVrQxJET4WpM.png)
</Frame>

***

## 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.

<Steps>
  <Step>
    Check the **"Sync deals which do not have line-items (products) associated with them"** option.
  </Step>

  <Step>
    Select a default product from the list to handle this scenario.
  </Step>

  <Step>
    Click **"Finish"**.

    <Frame>
      ![Product Search Rules](https://framerusercontent.com/images/IXI1s9JYowxb83n85gOx83h2y5E.png)
    </Frame>
  </Step>
</Steps>

<Tip>
  **Got unique integration needs?**\
  Our custom team can build tailored integrations, specialized data mappings, and workflow automations to perfectly match your specific business processes.

  [Advanced integration settings](https://custom.cloudify.biz/)
</Tip>