Combined Reporting: HubSpot + QuickBooks
How do you get one set of numbers you can trust? askotter reads HubSpot and QuickBooks together and answers it for your business, by text.
How does combined reporting with HubSpot and QuickBooks work for a small business?
askotter reads HubSpot and QuickBooks side by side so it can combine your accounts into one clean report you can ask questions of. One report covering every connected account, cleaned up and answerable by text.
Read the full answerShow less
The owner asks follow-up 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.
How do you get one set of numbers you can trust?
GA4 says one thing, Stripe says another, and your booking system disagrees with both. Matching them by hand takes hours, and the answer is still fuzzy.
How askotter handles it
askotter reads HubSpot and QuickBooks side by side, so it can combine your accounts into one clean report you can ask questions of.
A person checks the result before it reaches you. This is part of 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.
What combined reporting uses from each
Combined reporting needs a shared identifier or a shared time grain.
From HubSpot that means contact emails and company domains. From QuickBooks it means customer emails and invoice numbers.
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 Measure Marketing ROI When You're Not a Data Scientist. The right questions can do the work of a data team.
Services that use these connections
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Questions about HubSpot + QuickBooks
Do I need a developer to connect HubSpot and QuickBooks?
How is askotter's Combined Reporting different from what HubSpot shows on its own?
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.