Getting started with QuickBooks Online

Follow these steps to integrate QuickBooks Online App with your HubSpot Portal.

Sync with Dynamic 365 Online Steps

Purpose of Dynamic 365 Online

  1. Bidirectional Contact Syncing Between HubSpot and Quickbooks.

Step1

Step 1: Visit QuickBooks Online Link and Register.

Step 2

Step 2:  Connect your HubSpot Portal.

After you successful registration into the App you will be Redirected for HubSpot Authentication.

Step 3

Step 3: QuickBooks Authentication

After the Successful HubSpot Authentication you will be Redirected to QuickBooks Authentication Page.

Step 4

Step 4: Dashboard Page.

After the Successful Authentication of HubSpot Portal and QuickBooks Company  you will be redirected to app Dashboard page.

Step 5

Step 5: Contact Syncing Page.
On Contact syncing page, User can select the dynamic mapping of Contact properties which is to be sync between HubSpot and QuickBooks and User can also able to Start/Stop autosyncing of Contacts between both the apps.

Step 6

Step 6: Product Syncing Page.

On Product syncing page, User can see the mapping of Product properties which is to be sync from HubSpot  to QuickBooks. Product syncing is a Single Directional Process which sync products from HubSpot to QuickBooks.

Step 7

Step 7:  Creating Invoices in QuickBooks from Deals data in HubSpot.

User can create Invoice in Quickbooks for the Deal created in HubSpot and select the Dynamic mapping of properties for creating Invoice from HubSpot Deals.

Step 8

Step 6:  Manage Logs.

User can See the logs of Data Syncing between the HubSpot and QuickBooks App.