Most Popular Questions

How do I install SyncQ in my HubSpot org?

SyncQ can be found both in the Intuit QuickBooks and HubSpot marketplaces. You can install SyncQ from HubSpot by clicking on the following Link

How can I connect my QuickBooks with HubSpot via SyncQ?

Log in to your HubSpot account. Go to any Company or Contact or Deal record detail page. Then on the right look for the SyncQ QuickBooks Automation tab. Then click on the QuickBooks Sync link. It will open a new tab for the SyncQ app home page. If you are logging in for the first time, SyncQ will send a verification code to authenticate. This is a mandatory compliance requirement that cannot be bypassed/disabled. On the SyncQ app page, click on the Connect to QuickBooks green button. If you have connected your QuickBooks Online company earlier, select the QuickBooks company in the select drop down and then click on Connect to QuickBooks green button.

Do HubSpot and QuickBooks users need to be the same user?

No, HubSpot and QuickBooks users may be different. However, both users need to have admin rights to establish the QuickBooks Online connection.

Can I connect multiple QuickBooks companies to HubSpot through SyncQ?

Yes, you can connect multiple QuickBooks Online companies. However, you will need a separate SyncQ license to connect each QuickBooks Online company.

Does SyncQ support connecting QuickBooks Enterprise Desktop edition?

No. SyncQ supports only QuickBooks Online version, QuickBooks desktop or Enterprise version is not supported.

What are the different types of HubSpot editions supported by SyncQ?

SyncQ supports all HubSpot Editions. However with HubSpot Free version, if you want to create an Estimate or Invoice, you have to fill the product lines items manually from the SyncQ app record sync page. You can not update or re-sync the Estimate or Invoice in the Free version.

What is a SyncQ license?

To sync any HubSpot record to QuickBooks Online, the HubSpot user needs to have a SyncQ license. To sync from QuickBooks Online to HubSpot, SyncQ uses the admin user license who has installed SyncQ in the HubSpot company.
One license is valid for connecting only one QuickBooks Online company. If you connect multiple QuickBooks Online companies, multiple SyncQ licenses are required against each user against each QuickBooks Online company connection.

How do I allocate SyncQ licenses to different HubSpot users?

To allocate SyncQ license to different HubSpot users, go to the SyncQ app page -> Click on the MySetting icon on the top right -> Go to the Manage Licenses section Click on the + or - to add or remove users. If you want to change SyncQ admin, contact

Can non-SyncQ users see synced data?

Yes, any HubSpot user who had edit/read access to the objects and fields can view synced data.

Does SyncQ have a free trial?

Yes, SyncQ has 14 days of Free trial. The trial will automatically start after you subscribe to a trial subscription. You need to connect with your PayPal (Or Credit/Debit Card via PayPal). You will not be billed for subscribing to the trial. You can cancel your trial any time by logging into your PayPal account or from the SyncQ MySetting Unsubscribe option or contact to unsubscribe. At the end of 14 days of your trial, you will be billed automatically. Payment once paid is not refundable.

How can I cancel the SyncQ subscription?

You can cancel the SyncQ subscription by canceling your recurring billing from your PayPal account or from the SyncQ MySetting Unsubscribe option.

Can I pay the subscription by credit/debit card?

Yes, you can pay by credit or debit card if you do not wish to use PayPal. In that case request SyncQ to generate a manual invoice. However, all manual billing is for annual subscriptions only. Payments once made will not be refunded.

How can I check my QuickBooks Online connection status?

To check if your QuickBooks Online connection is active or not, go to the SyncQ app home page, then select your QuickBooks company from the select dropdown. SyncQ should show your QuickBooks company name in green, which means your QuickBooks Online connection is active. Reconnect if it shows in red.

What happens if I disconnect and delete QuickBooks Online connection?

If you disconnect and delete QuickBooks Online - Hubspot connection, SyncQ will no longer be able to sync data between your HubSpot and QuickBooks account. This will also delete all mappings that you have created against the QuickBooks connection. If you only disconnect, your mappings will stay stored.

What are the steps to sync my first HubSpot records using SyncQ?

1. Install SyncQ from HubSpot marketplace
2. Connect your QuickBooks Online Company
3. Create HubSpot Object to QuickBooks Online mapping
4. Modify the default field mapping or add new field mappings as per your requirements
5. Six field properties will be added automatically in each mapped HubSpot object. They are

QuickBooks Company : fill it with your QuickBooks Company name before syncing (for a single company it is not mandatory)
QuickBooks Id : which will hold the unique QuickBooks Id on successful sync
QuickBooks Seq : internal to SyncQ
QuickBooks Sync Status: will status of the QuickBooks sync. "Success" means record synced successfully.
Sync to QuickBooks: will be useful if you want full automation from HubSpot to QuickBooks

Add these properties in your HubSpot Object property view for easy reference.
6. To sync any record from HubSpot to QuickBooks, go to that specific record in HubSpot, click on the QuickBooks sync link on the right panel. This will open the SyncQ on a new browser tab.
7. Click on To QuickBooks green button
8. Right QuickBooks green panel should be filled with synced data from QuickBooks.
9. If the green panel is blank, check the QuickBooks Sync status field in the HubSpot record.

Can I sync QuickBooks Online custom fields?

Yes, you can sync QuickBooks a custom fields. Only the first three custom fields from Estimate/Invoice/SalesReceipt can be synced. You cannot sync Customers or other types of custom fields due to Intuit support limitations.

Can I sync HubSpot custom fields?

Yes, you can sync HubSpot custom fields.

What are the different QuickBooks Online transaction types that are supported by SyncQ?

SyncQ supports the following QuickBooks Online types : Customer, Vendor, Products/services, Estimate, Invoice, SalesRecipt, Purchase Order, and Bill. There are limitations on these mappings, you can sync either account receivables or payables or both with limitations. For example, you cannot sync HubSpot Company as both Customer and Vendor. Similarly, Deal cannot be both Invoice and bill.

What are the standard mappings for syncing to a QuickBooks Customer?

What are the minimal mappings required to sync Estimate, Invoice, SalesReceipt?

Can I sync Vendors, and create Purchase Orders and Bills?

Yes, can sync both accounts receivable and payable transactions. However, you cannot sync HubSpot Company as both Customer and Vendor. Only one combination is possible. You may map HubSpot Company as Customer and Contact as Vendor or vice-versa.

I want to sync my HubSpot Deals as Estimate or Invoice or SalesReceipt to QuickBooks, what are the requirements?

Can I create a sub-customer or project from HubSpot?

Yes, you can create sub-customer from HubSpot. A typical mapping is shown below. You can not however sync Project due to QuickBooks limitation. You can create Project in QuickBooks and sync back to HubSpot, with a specific field IsProject indicating if it is customer or project.

How do I check if my first sync is working for not?

After syncing any record from HubSpot, check the QuickBooks Sync Status field. If it shows "Success", meaning record has been successfully synced.

How can I enable the auto-sync from QuickBooks Online to HubSpot?

Go to the SyncQ app and the select yoru QuickBooks company. This will show the mapping you have created earlier. Against each mapping, there is a setup wheel button. Click on the setup wheel against the QuickBooks record type that you want to sync from QuickBooks to HubSpot.

Can I bulk import QuickBooks records to HubSpot?

Yes, you can bulk import all QuickBooks records. This operation may take several minutes depending on how large your QuickBooks data set. There is custom field QuickBooks Id created automatically in your HubSpot object. Add that field in your list view to easily distinguish if the record is synced from QuickBooks or not.

What happens if I delete records either in QuickBooks or in HubSpot, does SyncQ also delete the already synced corresponding records?

SyncQ does not delete any record from HubSpot and QuickBooks Online. If you delete any record on QuickBooks, manually delete the corresponding record on HubSpot or delete the QuickBooks Id value. Similarly, if you delete any record on HubSpot, delete the corresponding record in QuickBooks.

Does SyncQ supports multiple currencies?

Yes, SyncQ supports multiple currencies. Create a custom dropdown select field in HubSpot. mapped that field your QuickBooks Online Customer mapping field. Fill in the currency value before sync. QuickBooks does not allow updating the Customer or Vendor currency once the record is created in QuickBooks.

How can I create invoices in different currencies?

Invoice currency is related to connected QuickBooks customers. You need to SET customer currency while creating the customer in QuickBooks. You cannot update customer currency once a customer is created. You can map the Customer currency reference field in Customer mapping. In the HubSpot side, you can create a drop-down field to specify the currency, for example, USD, CAD, AUD, etc.

How can I create a sub-customer? Can I create QuickBooks Job from HubSpot?

To create a sub-customer, you need to have a look at the same object referring to the parent record. First, sync the parent record and then sync the sub-customer. You cannot create a project from HubSpot due to QuickBooks side limitations.

Does SyncQ support QuickBooks tax settings?

Yes, SyncQ supports HubSpot taxes. Define your taxes in QuickBooks. For tax reference from HubSpot is possible only for manual sync. Select the tax code in your Estimate or Invoice or Salesreceipt before syncing.

Can I sync QuickBooks classes to invoice line items?

Yes, you can sync QuickBooks Classes. Select the class before syncing Invoice or Estimate.

While creating a new Invoice, the invoice number ends up blank, how can I switch on auto allocating the Invoice number?

After you are creating a new QuickBooks Estimate or Invoice from HubSpot, if Estimate/Invoice number is blank, QuickBooks settings need to be modified so that QuickBooks will auto allocate an Invoice/Estimate/Bill/Salesreceipt number. To enable auto numbering, log into QuickBooks, click on the setup wheel button at top right, then click on Account and Settings. Under the Sales tab, change the "Custom transaction number" to "Off"

How QuickBooks Online customer records are compared with HubSpot records when searching for duplicates?

QuickBooks customer record has only one mandatory field called Display Name. This field value is compared with the corresponding field value that is mapped on the HubSpot side. Typically, in HubSpot Company to QuickBooks Customer mapping, QuickBooks Display name is compared with HubSpot Company name. If an exact match is found SyncQ will connect this record with your QuickBooks Customer record, otherwise a new record will be created. You can easily distinguish the new record by looking at the creation date and QuickBooks Id field value. All QuickBooks sync records hold a unique QuickBooks Id field value.

How can I automate sync from HubSpot to QuickBooks Online?

You can fully automate your sync from HubSpot to QuickBooks Online. After creating your HubSpot QuickBooks mapping, SyncQ automatically adds a field named Sync to QuickBooks dropdown in the object with the option to select yes or no. By selecting this value to yes, SyncQ will automatically sync that record to QuickBooks. You must enable the auto-sync option in the SyncQ mapping to auto-sync. Using HubSpot workflows, you can set this field value fully automatically implementing your own custom business requirements. You must be careful on implementing your automation if your QuickBooks record is connected with other related records. For example, to sync an invoice, first sync the related customer before syncing the invoice.

I want to sync HubSpot Deals as an Invoice, however, invoice pricing details are stored at the Deal level and we do not use Line Items in HubSpot?

To sync any HubSpot record to QuickBooks as Estimate/Invoice/Bill/SalesRecript, the HubSpot record must have the same equivalent structure as QuickBooks. Deal should have line items with product, quantity and amount information. In case if you are using HubSpot Free version, where you cannot have a product library, you must add the line items details in the SyncQ app page before syncing your Deal.

Can I sync a HubSpot Company or Contact record both as a Customer and a Vendor?

You cannot sync HubSpot Company as both a Customer as well as a Vendor.

Can I sync same HubSpot object type to different QuickBooks transactions? For example Deal as Invoice and Bill.

Yes, you can sync Deal as both Estimate and Invoice. However, you cannot sync Deal as Invoic and Bill or account receivable and payable from Deal. For multi-QuickBooks type sync, only manual sync possible. Contact SyncQ support for help.

How can I email an Invoice from HubSpot?

After syncing your Deal as either Estimate or Invoice, an Email text box along with a send button will show up. Enter the customer email and then click on the Send button. The email sent from your QuickBooks account and uses your default email template. In case if you are using multiple email templates, update the default template with necessary changes as customer email templates are not supported by QuickBooks for external applications.

How can I download the Invoice PDF from HubSpot?

Based on the SyncQ mappings, in HubSpot Company or Contact or Deals, previously generated Estimate, Invoice and SalesReceipt details are automatically added along with a PDF link. By clicking on the PDF link, SyncQ shows the Invoice PDF from your QuickBooks and you may download it for further reference. The HubSpot user must have a SyncQ license to view/download the PDF invoice.

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