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Level 1

Anyone have experience integrating Quickbooks with HubSpot CRM application?

 
3 Comments
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QuickBooks Team

Anyone have experience integrating Quickbooks with HubSpot CRM application?

Hello there, @sallyjschultz.

 

Allow me to share some information with you about the supported Third-Party applications in QuickBooks Online.

 

Currently, there's no direct way to integrate HubSpot CRM with QuickBooks Online. However, you need not worry, you can check out any supported third-party application from QuickBooks App Store.

 

To visit QuickBooks Online’s app center, here’s how:

  1. Login to your QuickBooks Online account.
  2. Go to Apps from the menu tab.
  3. Type in the clue word of the specific app you're looking for.
  4. Click the magnifying glass to search.

On the other hand, you may visit our Intuit Developers Forum where you directly interact with the developers, product experts and engineers to share your application requests and feedback. 

 

Here's how: 

  1. Visit: https://help.developer.intuit.com/s/.
  2. On the Intuit Developer page, go to the right-hand side.
  3. Under Platform Status, look for QuickBooks Online Sandbox.
  4. Choose between View Sandboxes, or Create New Sandbox.  
  5. Login using your QuickBooks Online login credentials.

You can also stay tuned to our blog to see what’s in store: https://quickbooks.intuit.com/blog/whats-new.

 

Stay in touch with me if you have follow-up questions about integrating third-party applications with QuickBooks. I'm here to help.

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Anonymous
Not applicable

Anyone have experience integrating Quickbooks with HubSpot CRM application?

All of a sudden I can't pull up the Fund Balance Sheet from FundsFix.  I was dealing with them for half a day via email and they were not able to help.  The program loads and starts but no report is shown.

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Moderator

Anyone have experience integrating Quickbooks with HubSpot CRM application?

Glad to have you back here in the Community, lisa149.

I'd like to offer my assistance with your balance sheet report. So let's get this sorted out.

 

If you're trying to pull up the balance sheet report and the amounts are coming from the FundsFix software are not showing, you may want to check the transactions that were entered. 

 

If you'd like to go through this over the phone, you can call our dedicated team who will be happy to assist you. Our contact details can be found here along with our opening hours:

 

  1. Go to: https://help.quickbooks.intuit.com/en_US/contact.
  2. Choose your QuickBooks Product.
  3. Select your QuickBooks version.
  4. On the Contact Us page, click a topic.
  5. Click on the Get Phone Number button to see the support number. 

Also, you may find this article helpful: https://quickbooks.intuit.com/community/Reports-and-accounting/FAQ-Basic-troubleshooting-for-balance....

 

Let me know how it goes, I’m here to lend you a hand.

Need to get in touch?

Contact us