Step-by-Step QuickBooks Integration Guide 

Requirements:

1. HubSpot Account: You need at least Operations Hub Starter or higher to customize field mappings.
2. QuickBooks Online Account: Ensure you have an active subscription.
3. Permissions: Be a Super Admin in HubSpot or have App Marketplace permissions.

Step-by-Step Process:

Step 1: Access HubSpot’s App Marketplace:

1. Log in to your HubSpot account.
2. Click the Marketplace icon in the top navigation bar.
3. Select App Marketplace.

2.Find and Install QuickBooks Online:

•In the App Marketplace, search for QuickBooks Online.

•Click on it in the search results.

•Click Install app.

3.Connect to QuickBooks Online:

•A new window will open. Enter your QuickBooks Online login details.

•Follow the prompts to authorize the connection.

4.Set Up Data Sync:

•In HubSpot, go to Settings (gear icon).

•Navigate to Integrations > Connected apps.

•Click on QuickBooks Online.

•Click Set up your sync.

5.Customize Field Mappings (requires Operations Hub Starter or above):

•Map fields like invoice, contact, or product sync to match your data model.

•Review the mappings to ensure proper synchronization.

6.Finalize and Test Sync:

•Select the data to sync (e.g., invoices, products, or contacts).

•Apply any necessary filters to customize the sync.

•Save your changes and test the sync to ensure proper integration.