How To Integrate HubSpot With QuickBooks

How To Integrate HubSpot With QuickBooks

1. Sign Up for Both Accounts: Ensure you have active HubSpot and QuickBooks accounts.
2. Access HubSpot Marketplace: Go to the HubSpot Marketplace to find integration options.
3. Search for QuickBooks Integration: Look for the QuickBooks integration app in the Marketplace.
4. Install the Integration: Click on the install button to add the QuickBooks integration to your HubSpot account.
5. Connect Your Accounts: Follow the prompts to link your HubSpot and QuickBooks accounts securely.
6. Configure Settings: Adjust the integration settings according to your business needs.
7. Map Data Fields: Ensure that the data fields between HubSpot and QuickBooks are correctly mapped.
8. Test the Integration: Run a test to confirm that data is syncing properly between both platforms.
9. Monitor Performance: Regularly check the integration to ensure everything is functioning smoothly.
10. Seek Support if Needed: Contact customer support for either platform if you encounter issues.