Sync orders from QuickBooks to HubSpot

How do fields match?

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

Deal Fields

QuickBooks	HubSpot	Notes
Customer	Contact	Matched customer by email in QuickBooks and HubSpot.
Total	Amount
Order Date	Close Date
N/A	DealType	newbusiness
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

Create Order in QuickBooks

Here are the steps:

In QuickBooks Enterprise, go to customer center.
Click a customer.
Click new transaction and choose an invoice or sales order.
Create a new order with a class called HubSpot. This will tell Connex to sync the order from QuickBooks to HubSpot:

Sync order

Next, instruct Connex to sync orders from QuickBooks to HubSpot.

Log into Connex.
Click settings > HubSpot > orders from QuickBooks.
Check the box to enable the sync.
Select the type of sales you want to sync, like invoices.
Click advanced.
Choose HubSpot as the class.
As the dates, choose yesterday and tomorrow.
Click submit.
Run your web connector.