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Connex for QuickBooks User Guide
- Getting Started with Connex for QuickBooks
- Remote Desktop (RDP)
- Customers Matching
- Inventory Site
- Inventory Sync
- Multicurrency
- Orders
- Price Levels
- Products
- Refunds
- Sales Tax
- Sales Orders
- Unit of Measure
- Web Connector
- Getting Started with Rules
- Rules Engine Common Rules
- FAQ
- Deposit Match
- Cost of Goods Sold
- Troubleshooting
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Connex Ecommerce Analytics
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Frequently Asked Questions
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General Troubleshooting Guide
- Deposit Match Troubleshooting
- QuickBooks Desktop Error Messages
- Inventory Troubleshooting
- Incorrect Orders Troubleshooting
- Sales Tax Troubleshooting
- Web Connector Troubleshooting
- QuickBooks Online Error Messages
- Match Deposit Tool Troubleshooting
- Product Matching Troubleshooting
- Customer Matching Troubleshooting
- Rules Engine
- Orders from QuickBooks
- Payments Troubleshooting
- Company File
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Connex for QuickBooks Integrations Guide
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Rules Engine Guide
Sync orders from QuickBooks to HubSpot
How to sync sales from QuickBooks to HubSpot
How do fields match?
We match the QuickBooks customer email to the HubSpot contact email field. If there is no match, then Connex will make new customers. If you wish to use another field to match, please contact support.
Here is a list of 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 | |
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.