HubSpot Integration - Invoice task auto assigning users

Welcome to the Community. I'll point you in the right direction for support with this query about Hubspot, @vicky-aldridge.

Since we're talking about a third-party app and how you can assign a different user to work with it, I suggest you contact Hubspot Technical Support for assistance. 

You can refer to this Hubspot page in our QuickBooks Apps Store. It contains their contact information, as well as a link for a quick guide on how you can use Hubspot in QuickBooks Online (QBO).

Post a comment below if you have other concerns with the Hubspot integration to QBO. I'll be sure to get back to you. Have a great day!

I contacted HubSpot support first and they said the task assignment is with Quickbooks. The integration with HubSpot it working correctly. The question we have is once it comes into QBO, the task that HubSpot creates is automatically assigned to our Master Admin. We do not want that task assigned to that user, but to a different user. How do we set the default assigned user to someone else? 

Hello there, @vicky-aldridge. I appreciate you contacting HubSpot support.

When connecting a third-party app in QuickBooks Online (QBO), only the Master Admin can manage the apps. That is the reason why the task defaults to them. Right now, the option to change the user to the other to perform tasks is unavailable. 

We recognize that each company has unique needs, and I can see how these features would benefit and empower your business. Since the feature you're looking for isn't currently an option, I encourage you to submit feedback to our Product Development Team. They look through submitted feedback for future updates and use those suggestions to develop changes for the product.

You may also want to visit our QuickBooks Blog. And be the first one to know about any updates that you'll find beneficial for your business. The QuickBooks Blog is our way of letting you know the latest features released and what the product team is working on. They update the site every time new information is available. 

If there's anything else you need help with, let me know by adding a comment. I'm more than happy to assist you. Have a great day!

Just wanted to add in that we also contacted Quickbooks about this and even after changing our master admin to the person we wanted to get notified about this, the previous person who was our master admin still gets assigned the tasks. We've disconnected and reconnected the app and it still does it. They never responded to me when I told them this. 

We wanted this fixed as much as you do, AF044089.

I know you've reached out to us already. However, I still suggest contacting us again. This way, we can double-check your account and take out the old admin.
 

Feel free to take note of the support hours so you can immediately get hold of an agent.

We'll be right here if you have other concerns. Don't hesitate to visit us again. Take care!

Have you ever found a solution to this? I'm running into the same issue with the tasks being auto assigned to the master admin.

Hello there, MikkiGeekly.

I want to make sure you're getting the right support about invoice tasks are auto-assigning users in QuickBooks Online (QBO).

There would be a need for us to pull up your accounts to further investigate your concern. Since the Community page is a public forum, I'd recommend contacting our Customer Care Team. A specialist will be able to access your account in a secured environment and provide the information that you need.

Here's how:

1. Go to the Help icon in the top right-hand corner.
2. Press Contact Us.
3. Type in your question and click Let's Talk.
4. Scroll down and choose to Get a Callback.

Moreover, you might also want to visit our Product Updates page from time to time. This way, you'll be updated on the latest news and releases about QuickBooks.

Tag me in your reply if you have other concerns about your QBDT. I'm always around to back you up. Have a good one!