Can I create quotes in HubSpot from QuickBooks?

How do fields match?

Map HubSpot contacts, companies, deals, line items, custom properties, and quote data to the matching QuickBooks customer, invoice, estimate, or sales-order fields based on your workflow rules.

Quote Fields

QuickBooks	HubSpot	Notes
Customer	Contact	Matched customer by email in QuickBooks and HubSpot.
Total	Amount
Order Date	Quote Date
Order Number	Deal Name
Line Item > Item Name	Line Item Product
Line Item> Item Name	Line Item SKU
Line Item > Price	Line Item Price
Line Item > Quantity	Line Item Quantity
N/A	Deal Stage	Closed Won, mapped using rules engine.
Tax	Tax
Shipping	Shipping
Custom Fields	Custom Properties	Mapped using the Connex rules engine.

Customer Fields

QuickBooks	HubSpot
Billing and shipping address	Can be mapped to HubSpot custom fields. Contact our support.
Contact first and last name	Contact first and last name
Contact email	Email
Phone	Phone
Company	Company
Line Item Name	Product SKU, line item on deal
Line Item Quantity	Line item quantity
Order Date	Deal Date
Discount	Line item discount

What workflow will we make?

In this example, we will create the following workflow:

Create a sales order in QuickBooks Enterprise.
Create a quote in HubSpot.
From the quote, make a deal.
From the deal, make an invoice and a payment in QuickBooks to close the sales order.

Add Connex Settings

Log into Connex.
Click settings.
Click orders to accounting.
Click the transaction type tab.
Select sales orders, invoices, payments if paid.

Add Rule

The field order status equals your deal pipeline name. In this example, a completed deal's pipeline is closed won.

Go to rules engine.
Click add new rule.
Scroll down and select without an order number and next.
Here is the rule:
1. Title: Do not close sales order with invoice
2. Action: Import No Invoice to Close Sales Order
3. Condition: Field = Order Status, Value = Closed Won Comparison = Is Not
Leave value to map as blank.