HubSpot and QuickBooks Online
One quote, the same in HubSpot and QuickBooks
A HubSpot quote lands in QuickBooks Online as an estimate with its lines and follows its status, and an estimate made in QuickBooks arrives in HubSpot as a draft quote, so nobody types a quote twice.
- Lines included
- Estimates back as draft quotes
- Official sign in for both
Quote in HubSpotWebsite rebuild$7,200Draft
Estimate in QuickBooks OnlineWebsite rebuild$7,200Not created- Quote in HubSpotWebsite rebuild$7,200Published
- Estimate in QuickBooks OnlineWebsite rebuild$7,200Sent
Every step runs on its own, on each sync.
How it works
From a HubSpot quote to an accepted estimate
What happens on every sync, and where your team takes over.
- 1In HubSpot
Your contacts stay the same in both
- Contacts sync both ways between HubSpot and QuickBooks Online, so every quote and estimate lands on the same customer on the other side.
- 2In HubSpot
A quote is made in HubSpot
- It becomes an estimate in QuickBooks Online for the same customer, with its lines, and stays a draft until the quote is published.
- 3In QuickBooks Online
The status follows
- Published in HubSpot makes the estimate sent; accepted (signed, paid or marked accepted) makes it accepted; voided makes it declined.
- Turn the accepted estimate into an invoice in QuickBooks as you always do.
- 4In QuickBooks Online
Estimates come back too
- An estimate made in QuickBooks arrives in HubSpot as a draft quote on the contact, with its lines, number and your first quote template.
- Link it to a deal and publish it in HubSpot.
Ready when you are
Create this setup in one click
This button sets up the integration for you in CRM Connector, with everything on this page already chosen. All that is left is connecting your two systems and pressing start.
Filled in for you
- Contacts, both ways
- Quotes and estimates, both ways
The HubSpot connection needs the quotes permission; for a connection made without it, sign in to HubSpot again and allow quotes.
- The setup opens, filled inHubSpot and QuickBooks Online are chosen and the record types below are ticked, exactly as on this page.
- No account yet? No problemSign in or create an account first, and you land straight back in this setup afterwards.
- You connect and checkSign in to both systems, look over the fields and filters, and change anything you like. Nothing syncs until you press Start syncing.
Set it up your way
Your choice, your rules
Pick the one that fits how you quote.
How quotes connect
- For teams that quote in HubSpot and invoice from QuickBooks.
- Every quote and estimate exists in both, with its lines.
Use one, not both: a HubSpot quote already sits on a deal, so turning its QuickBooks estimate into a deal as well would give the same sale a second deal.
What you decide
Who decides the status
HubSpot. Other apps cannot publish or accept a HubSpot quote, so the status flows from HubSpot into QuickBooks.
Which contacts
Optionally only HubSpot contacts in the lifecycle stages you tick, when contacts sync one way.
Also works with
Not on QuickBooks Online?
HubSpot quotes travel both ways with these accounting systems too.
Get started
Set it up in about five minutesEvery plan starts with a 7 day free trial
The setup opens with HubSpot and QuickBooks Online and every record type on this page filled in. Connect both systems, check it, and watch the first sync run.