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HubSpot
HubSpot
1. Choose trigger event
QuickBooks Online
QuickBooks Online
2. Choose action
1. Select the event
Setup
Test
HubSpot
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "New Company" from HubSpot.
Add your action
An action happens after the trigger—such as "Attach File(s) or Note" in QuickBooks Online.
You’re connected!
Zapier seamlessly connects HubSpot and QuickBooks Online, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
Create a new record or update an existing record in your app.
Vendor
Required
Terms
Transaction Date
Due_date
Bill Number
Department
Currency
Exchange Rate
Global_tax_calculation
Description
Amount
Required
Billable?
Customer
Class
Account
Required
Tax_code
AP Account
Memo
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Deposit To Account
Required
Transaction Date
Private Note
Currency
Exchange Rate
Global Tax Calculation
Department
Transaction Source
Transaction Location Type
Amount
Required
Account
Required
Payment Method
Description
Transaction Type
Entity
Class
Check Number
Tax Code
Tax Applicable On
Cash Back Account
Cash Back Amount
Cash Back Memo
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Customer
Required
Email
Send Later?
Billing_address
Credit_memo_date
Credit_memo_number
Auto Generate Credit Memo Number
Class
Amount
Required
Service_date
Product/Service
Description
Quantity
Rate
Tax
Class
Message_displayed_on_credit_memo
Memo
Apply Tax After Discount?
Discount_value
Discount_percent
Sales Tax Rate
Shipping Cost
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Customer
Required
Number
Line_amount
Required
Line_description
Line Item/Product
Line Item Quantity
Line_item_tax_code
Line Item Service Date
Rate
Tax_calculation
Transaction Date
Expiration_date
Ship Date
Message displayed on estimate
Billing_address
Billing Address City
Billing Address Country
Billing Address Postal Code
Billing Address State/Province
Shipping_address
Shipping Address City
Shipping Address Country
Shipping Address Postal Code
Shipping Address State/Province
Shipping amount
Bill Email
Send later
Discount_value
Discount_percent
Class
Sales Terms
Shipping Method
Tracking Number
Private Note
Transaction Status
Apply Tax After Discount
Print Status
Department
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Type
Required
Name
Required
Description_on_sales_forms
Sales Price/Rate
Description_on_purchase_forms
Cost
SKU
Category
Is Taxable?
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Info
Customer
Required
Email
Cc
Bcc
Send Later?
Billing_address
Shipping_address
Terms
Invoice Date
Due_date
Ship_via
Shipping_date
Tracking_number
Invoice Number
Auto Generate Invoice Number
Service Date
Product/Service
Description
Quantity
Rate
Helptext_line_amount
Amount
Tax
Class
Add Bundle Item to invoice?
Message Displayed on Invoice
Message Displayed on Statement
Project ID
Accept Payment Via Bank Transfer
Accept Payment Via Credit Card
Tax_code
Total_tax
Tax_calculation
Apply Tax After Discount?
Discount_value
Discount_percent
Shipping_tax
Shipping
Deposit
Deposit To Account
Class
Department
Location
Currency
Exchange Rate
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Customer
Required
Total Amount
Required
Unapplied Amount
Transaction Date
Payment_method
Payment Reference Number
Deposit To Account
Line_amount
Line Linked Invoice
Memo
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Refund_from
Required
Customer
Email
Billing_address
Refund_receipt_date
Refund_receipt_number
Transaction_class
Payment_method
Check_number
Print Later?
Product/Service
Required
Amount
Required
Service_date
Description
Quantity
Rate
Tax
Class
Message_displayed_on_refund_receipt
Memo
Apply Tax After Discount?
Discount_value
Discount_percent
Sales Tax Rate
Shipping
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Info
Invoice
Required
Email
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Time Activity Type
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Customer
Required
Company
Email
Title
First name
Middle name
Last name
Suffix
Display name as
Phone
Mobile
Fax
Other
Website
Print_on_check_as
Notes
Billing Address - Street
Billing Address - City/Town
Billing Address - State/Province
Billing Address - ZIP code
Billing Address - Country
Shipping Address - Street
Shipping Address - City/Town
Shipping Address - State/Province
Shipping Address - ZIP code
Shipping Address - Country
Exemption_details
Job/Parent Customer
Active
Customer_type
Preferred_payment_method
Taxable
Tax_code
Tax Registration Number
Currency
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Invoice
Required
Customer
Email
Cc
Bcc
Send Later?
Billing_address
Shipping_address
Terms
Invoice Date
Due_date
Ship_via
Shipping_date
Tracking_number
Invoice Number
Auto Generate Invoice Number
Service_date
Product/Service
Description
Quantity
Rate
Amount
Tax
Class
Message Displayed on Invoice
Message Displayed on Statement
Accept Payment Via Bank Transfer
Accept Payment Via Credit Card
Tax_code
Total_tax
Tax_calculation
Apply Tax After Discount?
Discount_value
Discount_percent
Shipping_tax
Shipping
Deposit
Class
Department
Location
Currency
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Purchase ID
Required
Vendor/Customer/Employee
Payment Type
Required
Account
Transaction Date
Payment Method
Document Number
Private Note
Total Amount
Department
Transaction Location Type
Currency
Exchange Rate
Global Tax Calculation
Tax Code
Total Tax
Line Item Detail Type
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Select Vendor
Required
Title
Given Name
Middle Name
Suffix
Family Name
Primary Email Address
Display Name
Fax number
Business Number
Currency Code
Currency Name
Mobile Phone Number
Primary Phone Number
Alternate Phone Number
Active
Vendor 1099
Cost Rate
Billing Rate
Web Address
Company Name
Tax Identifier
Account Number
Print On Check Name
Address__line1
Address__line2
Address__city
Address__state_code
Address__country
Address__zip_code
Balance
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Vendor
Required
Transaction Date
Document Number
Currency
Exchange Rate
Location
Department
Tax Calculation
Memo
Account
Description
Amount
Billable Status
Tax Code
Customer
Class
Product/Service
Description
Quantity
Rate
Amount
Billable Status
Tax Code
Customer
Class
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Stop on error
Required
HTTP Method
Required
URL
Required
Query string parameters
Additional request headers
Body
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Type
Required
Id
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Estimate Id
Doc Number
Customer Name
Transaction Date
Total Amount
Action
This is an event a Zap performs.
Search
Find existing data in your app
WHERE Clause
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Id
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Info
Purchase ID
Document Number
Vendor ID
Vendor Name
Transaction Date
Total Amount
Payment Type
Action
This is an event a Zap performs.
Search
Find existing data in your app
Info
Invoice Number
Invoice ID
Invoice Date
Due Date
Action
This is an event a Zap performs.
Search
Find existing data in your app
Name
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Info
ID
Display Name
Primary Email Address
Given Name
Required
Family Name
Required
Middle Name
Employee Phone Number
Birth Date
Billable Time
Active
Release Date
Cost Rate
Employee Mobile
Gender
Hired Date
Organization
Address Line 1
Address Line 2
Address Line 3
Address Line 4
Address Line 5
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Info
Product Name
Required
SKU
Type
Required
Description_on_sales_forms
Sales Price/Rate
Description_on_purchase_forms
Cost
Category
Is Taxable?
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
For AI agents & developers
Use HubSpot and QuickBooks Online with AI agents and code
Beyond Zap workflows. Call HubSpot and QuickBooks Online actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.
No code
Connect via Zapier MCP
Expose HubSpot and QuickBooks Online actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Update Contact Subscription Preferences
Attach File(s) or Note
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.
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Customers who say using Zapier has made them better at their job
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Customers have created over 25 million Zaps on the platform
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The average user takes less than 6 minutes to set up a Zap
Practical ways you can use HubSpot and QuickBooks Online
Seamlessly track new deals in accounting.
When a new deal is created in HubSpot, Zapier will automatically create a corresponding invoice in QuickBooks Online. This automation ensures that sales progress is instantly reflected in your accounting system for streamlined financial tracking and eliminates the need for manual data entry.
Every time a new contact is added in HubSpot, Zapier will automatically create a new customer record in QuickBooks. This helps your marketing team bridge the gap between potential leads and financial management, ensuring smooth opportunity tracking.
Whenever a deal's stage is updated to "Closed Won" in HubSpot, Zapier automatically creates an invoice in QuickBooks Online. This keeps the sales and finance teams aligned, ensuring quick invoicing and minimizing the risk of missed revenue recognition.
Learn how to automate QuickBooks Online on the Zapier blog
Make work flow with AI
Level up your HubSpot to QuickBooks Online integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Frequently Asked Questions about HubSpot + QuickBooks Online integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with HubSpot and QuickBooks Online
What is required to set up the integration between HubSpot and QuickBooks Online?
To set up the integration, you need active accounts for both HubSpot and QuickBooks Online. You'll also need to authorize access between the two platforms through our system to enable communication. Ensure both platforms have the appropriate permissions enabled for data synchronization.
How does information flow between HubSpot and QuickBooks Online after integration?
Once integrated, specific triggers in HubSpot, such as new contacts or deals, can initiate actions in QuickBooks Online, like creating new customers or generating invoices. The synchronization is customizable based on your business needs.
Can I customize which data gets shared between HubSpot and QuickBooks Online?
Yes, you can customize the integration by selecting which triggers in HubSpot will lead to actions in QuickBooks Online. You determine whether only certain fields are updated or if all information related to an event is synchronized.
Are there limitations to what data can be synchronized between HubSpot and QuickBooks Online?
There are some limitations; not all data types can be synced due to platform restrictions. For instance, while customer details and invoice data can be synchronized, complex transactional data might require additional configuration.
How often does data sync occur between HubSpot and QuickBooks Online?
The frequency of data synchronization depends on how you configure your settings. It can be set to real-time updates or scheduled at intervals such as hourly or daily, depending on your preferences and business needs.
What should I do if there’s a synchronization error?
In case of a synchronization error, check the integration settings first. Ensure that both platforms have valid authentication credentials. Our help documentation provides troubleshooting steps specific to common error codes encountered during syncing.
Is it possible to disconnect HubSpot from QuickBooks Online after setting it up?
Yes, you can disconnect at any time through our dashboard interface. Simply navigate to your integrations tab and select 'disconnect.' This action will stop any further data sync until reconnected.
About HubSpot
HubSpot is your all-in-one stop for all of your marketing software needs.
App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
About QuickBooks Online
QuickBooks Online is the web version of the popular accounting packages QuickBooks. Use any Zapier integration to connect QuickBooks Online to hundreds of other apps.
