How-to use HubSpot integration with QuickBooks Online
In this HubSpot tutorial, we will walk you through how to use HubSpot integration with QuickBooks Online. You can use the QuickBooks Online integration with HubSpot to create invoices directly from the deal record in HubSpot. Also, you can add an existing invoice directly from the contact company or deal record. In this tutorial, we will show you how to integrate QuickBooks and add an existing invoice directly from the contact record in HubSpot. Steps to follow: Step 1. In your HubSpot account, click the Marketplace icon in the main navigation bar, then select App Marketplace. Step 2. Use the search bar to locate and select the QuickBooks Online integration. Step 3. In the upper right, click Install app. Step 4. Log in using your QuickBooks Online details. Step 5. Once the integration is successfully connected, it will be listed in your Connected Apps section. Step 6. Navigate to Contacts, Companies, or Deals. Step 7. Click the name of a record. Step 8. In the right panel, in the Invoices section, click Add existing invoice. Step 9. Select the checkbox to the left of the invoice. Click Add. Step 10. The invoices associated with the record are listed in the Invoices section on the record. That’s how you can use HubSpot's integration with QuickBooks Online. ________________________________________________________________________ Follow HubSpot Tutorials by webdew: / @hubspottutorials With webdew's HubSpot account setup tutorials, you will learn about General Security, Notifications, Website, Inbox settings, and much more. All the videos that are shared on this Youtube channel will make you run through the HubSpot tool effortlessly. Moreover, you will learn more about the HubSpot CRM, Marketing Hub, Sales Hub, Service Hub, Reporting, and Dashboards through our videos and see how you can use these tools to leverage HubSpot to benefit your business. To get access to Webdew’s Weekly Newsletter with tips and tricks for using HubSpot, follow the steps below: https://www.webdew.com/hubspot/newsle... 1. Go to the Webdew website and find the newsletter sign-up form. 2. Enter your email address in the designated field. 3. Click the “Subscribe” button to submit your subscription request. 4. You should receive a confirmation email shortly after, which will ask you to confirm your subscription. Follow the instructions in the email to complete the process. Once you’ve successfully subscribed to the newsletter, you’ll receive weekly updates and tips on using HubSpot. Keep an eye on your inbox for the latest information and helpful advice. Get Started with HubSpot with the Free CRM Sign-up: https://www.hubspot.com/products/get-...
