Shared guide

How to connect QuickBooks to HubSpot

Step-by-step guide covering: Click the 'Click here' link; Click the HubSpot Marketplace link; Click here to explore the collection; Type 'Quickbooks' in the…

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·17 steps·6 views·Published
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Step-by-step Guide17 steps

  1. Click the 'Click here' link

    Click the 'Click here' link
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  2. Click the HubSpot Marketplace link

    Click the HubSpot Marketplace link
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  3. Click here to explore the collection

    Click here to explore the collection
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  4. Type 'Quickbooks' in the Search field

    Type 'Quickbooks' in the Search field
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  5. Click the QuickBooks Online link

    Click the QuickBooks Online link
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  6. Click the Install button for QuickBooks Online

    Click the Install button for QuickBooks Online
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  7. Click the Connect to QuickBooks Online button

    Click the Connect to QuickBooks Online button
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  8. Click the Create company button

    Click the Create company button
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  9. Type your company name in the input field

    Type your company name in the input field
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  10. Click the Create company button

    Click the Create company button
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  11. Click the Connect button

    Click the Connect button
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  12. Click the Continue setup button

    Click the Continue setup button
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  13. Click the Edit option

    Click the Edit option
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  14. Click the Next button to proceed

    Click the Next button to proceed
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  15. Click the Next button

    Click the Next button
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  16. Click the Review tab

    Click the Review tab
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  17. Click the Save and sync button

    Click the Save and sync button
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