Connect HubSpot and QuickBooks for your business
HubSpot and QuickBooks each hold numbers the other never sees. askotter reads both and tells you, by text, what they mean together.
What do you get by connecting HubSpot and QuickBooks?
askotter reads HubSpot and QuickBooks side by side and puts both in one report for the business. The owner sees how activity in one leads to results in the other, gets an alert when a number moves and can ask questions by text.
- From HubSpot
- Contacts and companies, Deal pipeline and stages, Email campaign performance.
- From QuickBooks
- Income and expense data, Accounts receivable/payable, Cash flow statements.
- Status
- QuickBooks is on the integration roadmap, so the matching described here starts when that connector ships.
- Not for
- Replacing HubSpot or QuickBooks. Both keep working exactly as they do now.
Why connect HubSpot and QuickBooks
HubSpot contacts sit beside GA4 visits, ad clicks and payments. Each customer has a source. It fits into our digital marketing services work.
How HubSpot and QuickBooks records line up
HubSpot and QuickBooks both store the customer's email address. askotter lowercases and trims it on both sides before matching, so the same person shows up as one customer across the two tools.
Both tools can hold a phone number. Numbers are normalised to one international format before matching, which catches customers who never gave an email.
Shared between the two: the customer email address, the phone number and the company or account.
QuickBooks is on the integration roadmap, so the matching described here starts when that connector ships.
What each tool sees on its ownShow less
HubSpot on its own
HubSpot sees the contact and the deal. It cannot see money collected outside it, or ad spend on platforms it is not connected to.
Timing. HubSpot updates contact and deal properties as they change, and keeps the original source and first page seen on each contact.
Access. A HubSpot private app or OAuth connection with read-only CRM scopes.
QuickBooks on its own
QuickBooks sees what was billed and paid. It has no idea which marketing produced the customer.
Timing. QuickBooks shows revenue when invoices and sales receipts are entered, which can trail the sale in a busy month.
Access. The QuickBooks Online Accounting API with read-only OAuth access.
Related guides
- LinkedIn Ads and HubSpot Attribution: Why the Numbers Disagree. HubSpot and LinkedIn are both reporting honestly. They just count different events over different windows.
- How to Get Your Business Into Google AI Overviews. The box above the results is the new first position.
Services that use these connections
Analyses: HubSpot + QuickBooks
Other HubSpot combinations
Questions about HubSpot + QuickBooks
What can I learn by connecting HubSpot and QuickBooks?
How does askotter connect HubSpot and QuickBooks?
Is my data secure when connecting HubSpot and QuickBooks?
HubSpot + QuickBooks is coming soon
Talk to us about your timeline, and we will confirm the launch date before you commit.
Self-managed is $99/mo and scales with the compute you use. Our team runs it from $600/mo.