Streamline Your Invoicing with HubSpot, Zapier, and QuickBooks Integration

Tired of the limitation of billing only one contact per organization in HubSpot? You’re not alone! While this default setting works for many, some businesses need to invoice multiple people at the same company — and make sure those invoices are synced seamlessly with QuickBooks Online (QBO).

In this video, Joe Warren, commerce specialist at HubSpot, will walk you through an easy solution that overcomes this limitation by using webhooks, Zapier, and sub-customers in QBO. By the end of this tutorial, you’ll be able to bill multiple contacts at the same organization in HubSpot, and ensure all those invoices show up under the same customer in QBO.

Get ready to streamline your invoicing process and make billing a breeze!

00:00 Introduction to Billing Automation
00:23 Understanding QuickBooks Email Requirements
01:30 Creating a Workflow for Invoice Sync
01:57 Integrating with Zapier
02:15 Handling Customer Associations in QuickBooks
03:48 Final Steps and Implementation
04:17 Conclusion