Integration between your CRM and accounting software isn’t just a convenience—it’s a necessity. As a HubSpot integration consultant with 15 years of experience, one of the most common questions I hear is:

Does HubSpot integrate with QuickBooks?

The short answer: Yes, it does—but the details matter.

This blog dives deep into how HubSpot integrates with both QuickBooks Online and QuickBooks Desktop, the use cases, benefits, limitations, and how to get started.

What is QuickBooks?

QuickBooks by Intuit is one of the most widely used accounting solutions for small and mid-sized businesses.

It helps manage invoicing, payroll, expenses, payments, and financial reporting.

Now the big question:

Does QuickBooks integrate with HubSpot?

Absolutely—but how and what you integrate depends on your setup.

Does HubSpot Integrate with QuickBooks Online?

Yes, HubSpot integrates directly with QuickBooks Online using native apps from the HubSpot Marketplace or third-party tools like Zapier, Make.com, and custom APIs. This integration enables automatic syncing of:

• Customer data

• Quotes and invoices

• Payments and billing status

• Deal stages tied to financial outcomes

Does HubSpot Integrate with QuickBooks Desktop?

Partially.

HubSpot does not natively support QuickBooks Desktop. However, integration is still possible through third-party middleware tools like CData Sync, Workato, or custom APIs—though it requires more configuration and technical expertise.

Use Cases and Benefits

1. Unified Customer View

Syncing QuickBooks and HubSpot creates a 360° customer view—sales, service, and finance teams all see real-time information. No more chasing accountants for invoice statuses or asking sales for customer details.

2. Automate Invoice Creation

Sales reps can create QuickBooks invoices directly from HubSpot deals. This shortens the sales-to-cash cycle and minimizes manual data entry errors.

3. Payment Status Tracking

Syncing payment statuses back to HubSpot helps your sales and service teams track unpaid invoices, trigger follow-ups, or prioritize customers with outstanding payments.

4. Reduce Human Errors

Manual double entry between CRM and accounting software often leads to mismatched data. Automation ensures that data integrity is maintained across platforms.

Integration Options

1. HubSpot QuickBooks Integration App (for QuickBooks Online)

Available on the HubSpot Marketplace, this app enables:

• Two-way syncing of customer data

• One-click invoice creation from deal records

• Status updates from QuickBooks to HubSpot

🔧 Limitations: Only supports QuickBooks Online. Customization options are limited for complex workflows.

2. Zapier or Make.com

Ideal for small businesses that want flexibility without hiring developers.

• Trigger invoice creation on new deal stage

• Sync contact updates between platforms

• Notify sales teams when payments are overdue

Recommended for startups or companies with predictable workflows.

3. Custom API Integration

Best suited for businesses with QuickBooks Desktop or advanced use cases.

• Custom field mapping

• Complex logic for syncing deal properties to invoice line items

• On-premise syncing for Desktop environments

Requires development expertise, but delivers full flexibility and control.

Contact Us for Quick Estimates.

Limitations You Should Know

QuickBooks Online Only for Native Integration

Desktop users must rely on custom or third-party integrations.

Custom Fields Not Always Supported

Standard integrations may not allow syncing of all custom objects or fields.

Real-Time Sync Limitations

Some integrations sync in batches or on triggers, which can delay data visibility.

Data Volume Caps

Tools like Zapier may limit how much data you can transfer based on plan limits.

Our Approach at Mpire Solutions

At Mpire Solutions, we specialize in custom QuickBooks HubSpot integration tailored to your business workflows.

Here’s how we approach it:

Step 1: Discovery

We understand your sales, finance, and customer lifecycle. Do you need invoice automation? Payment syncing? Custom reporting?

Step 2: Tool Evaluation

We assess whether a native integration, middleware like Make.com, or a custom API is best for your setup.

Step 3: Implementation

From field mapping and authentication to webhook setups and fail-safes, we configure the integration end-to-end.

Step 4: Testing & Training

We validate the data sync, resolve edge cases, and train your team to make the most of your unified ecosystem.

Real-World Example

A mid-sized SaaS client using HubSpot Sales Pro and QuickBooks Online needed to auto-generate invoices when a deal closed. Using the native HubSpot–QuickBooks app, we enabled one-click invoice creation, synced deal details, and triggered Slack alerts for finance approvals. Within 30 days, they reduced billing errors by 80% and slashed the invoicing time from 3 days to 30 minutes.

Does HubSpot Integrate with Quickbooks Desktop – Final Thoughts

So, does HubSpot integrate with QuickBooks?

Yes—and the integration can significantly streamline your revenue operations.

Whether you need simple invoice syncing or deep financial CRM automation, the right integration can save time, reduce errors, and give your team the data visibility they need to drive growth.

Still wondering if you should integrate HubSpot with QuickBooks Desktop or Online?

Let our experts at Mpire Solutions help.

We’ve implemented hundreds of CRM–accounting integrations that drive real ROI.

Does HubSpot CRM Integrate with Quickbooks – FAQs

Does HubSpot Integrate with QuickBooks Invoice?

Yes, HubSpot’s native QuickBooks integration allows you to generate invoices from deal records. These invoices are then automatically pushed to QuickBooks Online, and updates (like payment status) sync back to HubSpot.

What If I Use QuickBooks Desktop?

You’ll need to use third-party tools or build a custom bridge using the QuickBooks Web Connector or CData Sync.

While more complex, this enables near-real-time syncing between your on-prem accounting system and HubSpot.

What payment gateways integrate with QuickBooks free?

QuickBooks integrates with several payment gateways even on the free or basic plans, including PayPal, Square, and Venmo.

For broader functionality like credit card processing and ACH transfers, QuickBooks Payments (by Intuit) is the most option.

What CRMs does free QuickBooks integrate with?

Free QuickBooks primarily integrates with CRMs like HubSpot, Zoho CRM, and Insightly through third-party tools like Zapier or Make.com.

Direct native integrations are limited, so middleware is often needed for full CRM functionality.

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