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 Integrate HubSpot and QuickBooks Online 

 

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Sync Customers, Invoices, Estimates, and Financial Data Across Teams 

The CRM Consulting team at Concept can help you integrate your HubSpot and QuickBooks Online accounts, setting up and going beyond the native application’s capabilities. Connect your sales and finance teams, reduce manual data entry, and unlock reporting that ties revenue activity directly to your CRM. 

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The Information We Can Pass Between Systems

While the native HubSpot and QuickBooks Online integration provides a strong foundation for syncing key financial and customer data, there are limitations. Limitations our team can help overcome.

Here is the full picture of what is possible with the native app, and what is possible with Concept’s assistance:

In addition to this knowledge and experience, we take pride in embedding ourselves in your team and designing bespoke solutions and processes. We work alongside our clients to create a platform that fits their business. 

 

Meet Some of Our HubSpot Gurus

Joe Stephan

Vice President, Operations

Hayden Grover

Technical Account Manager

John Tabita

HubSpot Project Manager

HubSpot and Salesforce Integration Implementation

Our team can implement, customize, and configure the HubSpot and Salesforce integration, to ensure you get the most out of both platforms.

Training and Onboarding

As an official partner of both platforms, we are well-poised to provide training and onboarding services designed to reinforce your business processes and the management of the integration.

Management & Administration

Whether just wrapping up a new implementation or if you have an existing integration up and running but are struggling with adoption, reporting, or implementing new features, Concept is here to help as an ongoing source of support.

Partner With Our Integrated Team

The HubSpot and Salesforce integration is a powerful tool, but working with a great team can help fit it to your needs and processes for that “just-right” feeling.

contacts

Syncing Customers Between QuickBooks Online and HubSpot Contacts 

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With the native integration, customer records in QuickBooks Online sync bi-directionally with contacts in HubSpot. This allows your sales and finance teams to stay aligned on customer information, reducing duplicate entry and ensuring both systems reflect the same contact details. 

Standard Integration Checkmark
CUSTOM WORK Group 169
invoices

Syncing Invoices Between QuickBooks Online and HubSpot 

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Invoices can be synced between QuickBooks Online and HubSpot, giving your sales team visibility into billing status directly within the CRM. This enables better follow-up, improved forecasting, and more informed customer conversations. 

Standard Integration Group 168
CUSTOM WORK Group 169
products

Syncing Products and Services Between Systems

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Products and services can be synced between QuickBooks Online and HubSpot, ensuring your team is quoting and invoicing with accurate, up-to-date information across both platforms.




Standard Integration Checkmark
CUSTOM WORK Group 169
estimates

Creating and Syncing Estimates from HubSpot Deals 

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The native integration does not create or sync QuickBooks Online estimates from HubSpot deals. With custom development, we can build a bi-directional sync that lets sales generate estimates from deals, keeps finance aligned, and streamlines quote-to-cash.

Standard Integration Group 168
CUSTOM WORK Group 169
companies

Syncing Companies Between HubSpot and QuickBooks Online 

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Out of the box, the integration focuses on contacts and does not fully support company-level syncing. With custom work, we can establish a bi-directional sync between HubSpot companies and QuickBooks Online customer records.

This provides a more accurate account-level view across both systems, improving reporting, segmentation, and coordination between sales and finance. 

Standard Integration Group 169
CUSTOM WORK Group 168
fields

Custom Field Mapping Between Systems 

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Custom field mapping is supported within the native integration, but requires HubSpot Data Hub Starter.

For more advanced mapping scenarios—such as complex field transformations, conditional logic, or syncing unsupported data—we can extend this functionality with custom solutions to ensure your data flows exactly how your business needs it to. 


Standard Integration Group 169
CUSTOM WORK Group 168

Important Notes on QuickBooks Online Integration 

This integration is specifically built for QuickBooks Online and does not apply to QuickBooks Desktop.

Because financial systems require a high level of accuracy and control, it’s important to design your integration with both technical capability and accounting best practices in mind. Our team ensures your setup supports your workflows without introducing risk to your financial data. 

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Integrate Your HubSpot and QuickBooks Online with Concept

Integrations go beyond technical capability. Having a partner that understands how sales and finance teams actually operate is key to getting the most out of your HubSpot and QuickBooks Online integration.

We help you connect systems in a way that reduces manual work, improves visibility, and supports how your team actually closes and recognizes revenue. 

 

Start Your Integration

In addition to this knowledge and experience, we take pride in embedding ourselves in your team and designing bespoke solutions and processes. We work alongside our clients to create a platform that fits their business. 

 

Meet Some of Our HubSpot Gurus

Joe Stephan

Vice President, Operations

Hayden Grover

Technical Account Manager

John Tabita

HubSpot Project Manager

Connecting Your Techstack 

Integrated systems are faster, more accurate, and provide visibility across teams.

Curious about what systems we can help connect?

Our Latest CRM Content 

 Bridge HubSpot and the Rest of Your Techstack 

HubSpot Implementation

Our team can implement HubSpot across your entire organization. Our process customizes and configures the platform based on your unique needs to ensure you get the most out of your Hub.

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Integrations 

Enhance your HubSpot by integrating other key systems and applications across your organization. Whether you’re planning to integrate a new app with your Hub, or an existing stack, we can help.

As a partner of both Salesforce and HubSpot, we are uniquely positioned to help you integrate these two powerhouse systems.
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Training and Onboarding

As an official Partner-Scaled Onboarding (PSO) agency, we can provide training and onboarding services designed to reinforce your business processes and integrate them with the tools available within HubSpot.

HubSpot Hubs Support

 

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Marketing Hub

Sales Hub

Service Hub
Drive revenue and streamline marketing efforts with tools that connect you to your audience effectively, all while optimizing investments with powerful analytics. Enhance productivity and customer connections with comprehensive sales tools, designed to scale with your organization’s growth. Build lasting customer relationships with a suite of service tools that streamline communication and enhance team productivity.

 

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CMS Hub

Operations Hub

Commerce Hub
Empower your marketing and development teams with a CMS that offers flexibility, security, and personalized customer experiences. Maintain clean, curated customer data and automate business processes for a unified view of customer interactions, delivering seamless experiences. Streamline your commerce operations with robust tools for billing, subscriptions, and revenue collection, integrated seamlessly with your CRM.

 

Management & Administration

Whether just wrapping up a new implementation or if you already have HubSpot up and running but are struggling with adoption, reporting, or implementing new features, Concept is here to help as an ongoing source of support.

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Partner With Our HubSpot Professionals

HubSpot is a powerful platform, but working with a great team can help it integrate with your needs and processes for that “just-right” feeling.

Our Technology Partners

In addition to our HubSpot partnership, we also proudly partner and have experience integrating additional solution providers to help our clients reach their business needs. 

Our Latest HubSpot Content