Quickbooks to Hubspot connection

Hello there, Bob. I'm here to connect you with the appropriate support team to help you better with your concern regarding the Hubspot connection.

Since you mentioned that you already connected QuickBooks Online (QBO) to Hubspot, it's best to check if you have already turned on the sync feature from Hubspot. With this, it's best to contact Hubspot support since they can explain and assist you better with the navigation to turn on this feature and modify its settings.

If you want to stop downloading new deals from HubSpot, I'll leave this article as a reference: Disconnect your HubSpot account.

We're here to help and walk you through the process if you have questions about syncing or updating the transaction from QBO, Bob. Please feel free to let us know.

Thank you for the response.  As stated previously, I have 2 issues...

1) The Customer name is not coming through.  Do I need to sync customer data to accomplish this?  Or should it come through with just the invoice?  

2) Is there a way to send the invoice URL?  I did not see this as an option.  

Thank you for the response.  As stated previously, I have 2 issues...

1) The Customer name is not coming through.  Do I need to sync customer data to accomplish this?  Or should it come through with just the invoice?  

2) Is there a way to send the invoice URL?  I did not see this as an option.  

Thank you for the response.  As stated previously, I have 2 issues...

1) The Customer name is not coming through.  Do I need to sync customer data to accomplish this?  Or should it come through with just the invoice?  

2) Is there a way to send the invoice URL?  I did not see this as an option.  

Yes, you'll need to sync your customers' data with HubSpot and QuickBooks Online (QBO) to successfully pull up the customer names, Bob. Let me guide how to achieve this and how to generate an invoice URL.

Ensuring that your customer's data is synced in the HubSpot app is crucial for the customer's name to be displayed on your invoices. It's advisable to import all customers from QuickBooks Online into HubSpot as contacts to ensure the customer's name is included.

To address your other concern, custom field mapping in the HubSpot app is required to connect QuickBooks invoice fields such as the link URL. This will enable the syncing of values between HubSpot and QuickBooks.

Since the syncing process and the mapping of custom fields must be done through the HubSpot app, I'd recommend reaching out to Hubspot support as they can provide better assistance with enabling this feature and adjusting its settings.

Furthermore, you may refer to this article in case you want to stop receiving new deals from HubSpot: Disconnect your HubSpot account.

Feel free to drop a comment below if you have additional questions about pulling out your data or any other QuickBooks-related concerns. We'll be on the lookout for your response.