HubSpot <> QuickBooks Integration

Streamline your business operations with HubSpot and QuickBooks native integration

Are you tired of manually entering data between HubSpot and QuickBooks Online? Our expert setup and configuration service ensures a smooth integration, saving you valuable time and eliminating errors. Experience the power of synchronized customer data and financial insights, empowering your team to make informed decisions and drive growth.

• Basic
• Standard
• Advanced

	Basic	Standard	Advanced
One-time	$ included with Onboarding & Setup	$ 1,500	$ 2,750
Strategy
Onboarding kick-off call This is the project's kick-off call used to plan the Integration requirements & field mappings. Following this call, you'll be provided with a mapping worksheet to complete.
Technical strategy session A 30 min Technical Strategy Session when we'll discuss the Integration requirements & field mappings.
Data Alignment Initial data alignment review to ensure proper matching of HubSpot and QuickBooks Online data.
Implementation
Data Manipulation Data manipulation to ensure the data in HubSpot and Quickbooks are aligned and ready to sync.		Up to 1 hour	Up to 3 hour
Installation of Integration
Configuration of default field mappings We'll configurate the default field mappings in HubSpot for your Contacts/Customers, Invoices, and Products.
Setup of custom integration field mappings Setup of custom integration field mappings within HubSpot. A subscription of Ops Hub is required for custom mappings.
Setup of custom sync filters Setup of custom sync filters for Contacts/Customers, Invoices, and Products to ensure only relevant data is synced.
Review and launch
Integration walkthrough Video or meeting integration walkthrough to review final settings prior to sync.	via Loom	via Loom	30 min meeting
Integration sync & import of historical data
Resolution of initial sync errors