Integration is possible with HubSpot and QuickBooks. There are some things to keep in mind before you begin the process. First, make sure you have enough resources and support to help you implement the process smoothly. Also, be sure to plan out the integration process carefully.
Both HubSpot and QuickBooks want the integration to be seamless and work well for you, but it won’t happen by magic. Read on to find out more about the benefits of HubSpot and QuickBooks integration.
Streamlines Your Sales Process
If you want to integrate your CRM system with your accounting software, HubSpot and QuickBooks integration is a great choice. These two programs sync data between them, making it easier for you to manage your sales process. QuickBooks users can also use HubSpot to sync their data with QuickBooks Online. This integration also streamlines your data entry tasks. By connecting QuickBooks and HubSpot, you can easily see which deals are in progress and which ones are complete.
HubSpot can automatically publish emails to your contact list, turn repetitive sales emails into templates, and allow you to integrate your online shopping cart platform with HubSpot. Besides, you can easily manage all your leads in one location. And, with HubSpot, you can even follow up on leads with automated emails. HubSpot automatically publishes emails, sales notes, and recorded calls to your contact timeline.
The best thing about the HubSpot and QuickBooks integration is the ability to automate invoice creation. You can enter invoice details directly from your deal record. Moreover, you can track payment events right on your deal record timeline. With QuickBooks integration, you can even sync multiple currencies with ease. QuickBooks subscription plans start at $8/month. You can opt for the Essentials package, the Plus package, or the Advanced one. Each one comes with a free trial period.
Reduces the Number of Manual Tasks
A HubSpot-Quickbooks integration allows users to generate and submit invoices directly from the deal record in QuickBooks. The two programs also sync contacts from each other, allowing users to automatically generate and send invoices based on the contact’s information. Once set up, HubSpot and QuickBooks sync invoices and contact details. Both programs support multiple currencies. For even more convenience, users can sync contacts from QuickBooks Online with HubSpot and automate outreach. Syncing the two systems will also enable you to automatically send invoices based on the deal record in both applications, with details like the contact’s First and Last Name, invoice amount, and due date.
An effective HubSpot Quickbooks integration will reduce the number of manual tasks. It’s easy to set up, and can be fully automated. It uses Amazon Redshift and Snowflake to transfer data from HubSpot and Quickbooks seamlessly. Its fault-tolerant architecture ensures that no data is lost. A user can sign up for a 14-day free trial before purchasing the product.
The HubSpot-Quickbooks integration can share deals and create a draft invoice automatically. Users can access this information by accessing the HubSpot menu in Quickbooks and selecting “Edit details” on the HubSpot menu. In HubSpot, deals requiring review are marked with exclamation marks. By clicking on the deal, a detailed review is generated and synced to QuickBooks.
Speeds Up Approval Process
HubSpot and QuickBooks integration can speed up the approval process. With the HubSpot Quickbooks integration, you can delegate tasks to different team members. You can also view your data in a centralized, place. This can improve your sales cycle, speed up your approval process, and reduce human error. HubSpot users can also create custom event funnels to monitor their conversion rates. These can then be shared with other team members.
Payment processing is a sensitive issue. Various financial regulations protect businesses from illegal practices, including payment processing. HubSpot is subject to a requirement to verify basic information about business owners, authorized representatives, and other business entities. These requirements are known as the “Know Your Customer” rules. They work to prevent fraud. HubSpot integrates with Quickbooks to expedite the approval process. The integration also provides an integrated interface for billing, receipting, and invoicing.
The integration between HubSpot and Quickbooks is possible through CPQ and CMS. HubSpot CPQ provides the option to add tax at quote level, while Revv facilitates adding it as a percentage of total pricing. Both applications provide access control through user groups and role-based permissions.