QuickBooks + HubSpot
Ask what sales won, what got invoiced and what customers actually paid, and get one answer that reads your CRM and your books together. Querri copies HubSpot and QuickBooks Online into one Library on a schedule and matches deals to invoices for you.
Querri only reads from QuickBooks and HubSpot and never changes your records. You sign in with Intuit and with HubSpot, so Querri never sees either password. SOC 2 Type II, HIPAA and ISO 27001:2022 certified.
Why QuickBooks + HubSpot reporting gets hard
Plenty of small businesses run this pair, and the gap between them lands on the owner, the bookkeeper or whoever runs sales. HubSpot's own QuickBooks app moves some records across. It doesn't tell you whether a won deal ever turned into cash.
HubSpot's QuickBooks Online app syncs contacts, products, invoices and credit memos. Invoices that come over from QuickBooks aren't tied to a HubSpot deal automatically, so "which wins got paid" still starts with someone matching by hand.
The app only brings in QuickBooks payments created after it's connected, and a single payment applied to several invoices doesn't come over at all. Last year's collections never reach HubSpot.
HubSpot has a company called Harbor Dental Group. QuickBooks has "Harbor Dental - Eastside", or the owner's name, because every customer, vendor and employee there needs a display name of its own. A report that joins on name quietly drops customers.
A deal closes in March, is invoiced in April and paid in June. Sales counts March, the books count April, and commissions may be owed on June. Each person's monthly number is right and none of them match.
The deal amount is what was agreed at close. Credit memos, write-offs and refund receipts are entered later in QuickBooks, and HubSpot's app doesn't sync refunds against payments automatically. Won revenue keeps looking better than what you kept.
What you can finally answer
Each is something owners, bookkeepers and sales leads ask every month, the reason it takes an afternoon today, and how Querri answers it from HubSpot and QuickBooks together.
Why it's hard
The deal is in HubSpot, the invoice and the payment are in QuickBooks, and nothing links them, so the list of unpaid wins lives in someone's spreadsheet.
With Querri
Querri matches each closed-won deal to its QuickBooks invoices and payments and lists the ones that are uninvoiced, unpaid or paid short. Say once what counts as paid in Facts & rules, and track the gap as a KPI.
Why it's hard
The rep is on the HubSpot deal and the payment date is in QuickBooks. Working out each person's payout means two exports and a lookup every month, and a credit memo can undo it after the fact.
With Querri
Querri ties payments back to deal owners and applies your commission rule the same way every month. A schedule sends each rep their own statement as a formatted workbook. More in reports and automation.
Why it's hard
Original source sits on the HubSpot contact, revenue sits on the QuickBooks customer, and the only thing they share is an email address that doesn't always match.
With Querri
Querri matches QuickBooks customers to HubSpot contacts by email and name and follows each source to cash received, with a caveat where a match is weak. The channel-to-revenue playbook walks through it.
Why it's hard
One company in the CRM can be three customers in the books, one per location, and a sole trader may be filed under a person's name. Nobody keeps the mapping current.
With Querri
Querri proposes the pairings and shows how it made each one. Correct a wrong one once in Facts & rules and every later answer uses it. Spelling and duplicate problems are handled by data cleansing.
Why it's hard
The win is celebrated at the deal amount. The credits arrive weeks later in QuickBooks, entered by someone who never opens HubSpot.
Why it's hard
QuickBooks shows today's open invoices. Seeing that days-to-pay crept up for one rep's customers, or one type of work, means building a trend nobody has time to build.
With Querri
Make days to payment a KPI; Querri keeps its history from the first day you measure it. Nightly insights checks every owner and class against its own past each night and leaves anything unusual in your Inbox.
Why it's hard
Usage lives in your app's database, not in the CRM or the books, so the question stays an opinion.
With Querri
Connect PostgreSQL or your warehouse beside HubSpot and QuickBooks and ask it directly. The Salesforce + Snowflake page shows the same idea on a larger stack.
Why it's hard
An assistant pointed at two systems picks its own idea of revenue, date and customer each time, and the answer changes with the wording.
With Querri
Connect Claude or ChatGPT to Querri once. It answers from your Library with the agreed definitions and customer mapping, and each person only gets the rows their Querri access allows.
QuickBooks + HubSpot plus the rest
Deals and invoices answer most of the money questions. Targets live in a spreadsheet, support conversations in a help desk, and card payments in Stripe. Connect them too and they sit in the Library next to HubSpot and QuickBooks, ready for the same question.
QuickBooks + HubSpot pair well with
Answers you can stand behind
Sales means deals marked closed won in HubSpot. The bookkeeper means invoices dated that month in QuickBooks. Each is a fair reading, and the two seldom match. Querri answers with one, names it, and puts the other next to it, so the month-end conversation is about the business rather than the definition. See how answers work.
Wake up to what changed
Overnight, Querri compares open invoices from won deals with each line of business's own history, using arithmetic. Anything out of the ordinary waits in your Inbox in the morning, and nothing changes without your OK.
Custom QuickBooks + HubSpot dashboards
Ask for a sales-to-cash dashboard with this month's target from your spreadsheet, or start from a screenshot of the one you already keep. HubSpot and QuickBooks share the same definitions there, and a rep can be limited to their own deals.
Reports you can stop rebuilding
Won, invoiced and paid for each rep, plus the deals where money hasn't arrived.
See reportsEach rep's payments received this month and what they're owed, as a formatted workbook.
See Excel toolsHubSpot original source followed to the payments QuickBooks recorded.
Read the playbookDeals won, invoices sent and money in, in one email before the week starts.
Read the playbookLast quarter's HubSpot forecast set against what customers actually paid.
Read the playbookOpen balances from QuickBooks grouped by the rep who won the deal, built from invoices and payments.
See KPIsWhat comes over
Choose the HubSpot objects and QuickBooks entities you want; each lands in your Library and stays current on its own schedule. HubSpot and QuickBooks each share only what the signed-in account has access to.
A few of the 30 HubSpot objects and 31 QuickBooks entities
QuickBooks entities and most HubSpot objects, deals and contacts included, sync incrementally by last-modified date. HubSpot owners and forms, and the QuickBooks General Ledger, refresh on a full sync.
QuickBooks entities come over with their whole history, up to about a million rows each. The General Ledger uses your chosen window, three years by default, on an accrual or cash basis.
No invoice, payment, deal or contact is ever written, edited or removed by Querri. Both systems stay exactly as you left them.
You approve access on Intuit's page and on HubSpot's. Querri never sees either password; the Connector Agent only knows each connection is set.
How to connect QuickBooks and HubSpot
Open Connect and say "connect QuickBooks and HubSpot," or choose each from the catalog. The agent sets them up one after the other.
Approve access on Intuit's sign-in page and pick the QuickBooks Online company to connect.
Approve access to your HubSpot account. Objects your plan doesn't include are skipped rather than failing the connection.
Pick objects and entities, accrual or cash, and how much General Ledger history to bring. Nothing loads until you approve it and a schedule.
Ask which wins have been paid. Querri tells you how it matched deals to invoices.
QuickBooks + HubSpot FAQ
Open Connect and ask the Connector Agent to connect QuickBooks and HubSpot, or pick each from the catalog. Sign in with Intuit and choose your QuickBooks Online company, then sign in with HubSpot. Choose what to sync, approve the load and a schedule, and both arrive in your Library.
From QuickBooks Online, 31 entities including customers, invoices, payments, credit memos, estimates, items, classes, bills and journal entries, plus the General Ledger report. From HubSpot, 30 standard objects including contacts, companies, deals, owners, line items, products, quotes and invoices, plus custom objects where your plan includes them.
Incremental syncs can run hourly, daily or weekly and pick up QuickBooks entities and most HubSpot objects changed since the last run. Full refreshes run daily, weekly or monthly; they also refresh HubSpot objects without a change date and the General Ledger, and remove deleted rows. You can sync by hand anytime.
No. Querri only reads from QuickBooks and HubSpot. It never creates, edits or deletes an invoice, payment, deal, contact or anything else in either system. Questions run on the copy inside Querri, so your books and your CRM stay exactly as they were.
They don't, person by person. Querri can only sync what the QuickBooks company and HubSpot account you sign in with can see. After that, Querri's own sharing and row-level access decide who gets which rows: give a rep a filter for their own deals and it applies in chat, dashboards, Claude, ChatGPT and the API alike.
If you use it, keep it. It moves contacts, products, invoices and credit memos between the two systems so day-to-day billing works. Querri does a different job: it reads both and answers questions across them, such as which won deals were never paid, without changing either system.
HubSpot associations don't come over in the sync, so Querri matches on what both sides hold: deal and company names, customer names and emails, amounts and dates. It says how each match was made and flags weak ones. Set a wrong pairing straight in Facts & rules and later answers use your correction.
Connect both and ask for it. Querri lines up closed-won deals with QuickBooks invoices and payments, shows won, invoiced and paid by owner or month, and lists the deals still waiting. Save it as a project and a schedule can email it or send it as a formatted Excel workbook.
Tell Querri your commission rule once, for example a percentage of payments received on deals each rep won. It ties QuickBooks payments back to HubSpot deal owners, subtracts credit memos if you say so, and can send each rep their own statement every month as a formatted workbook.
Querri syncs the QuickBooks General Ledger report and your accounts and journal entries, and a P&L can be worked out from those. The standard Profit and Loss, Balance Sheet and Aged Receivables reports themselves are not synced. Ask for the view you want and Querri builds it from the ledger.
Connect the sheet that holds your sales targets or commission plan alongside both systems. Querri joins them in the Library, so you can compare won and paid revenue with target by rep or month, and the comparison updates every time any of the three syncs.
Connect Intercom too. Querri matches support conversations to HubSpot contacts and QuickBooks customers, so you can see whether your highest-paying customers need the most help, or whether customers who wait longest for support also pay late. Uncertain matches are called out.
Yes. Describe a sales-to-cash dashboard in plain words, or start from a screenshot of the one you keep today. Pipeline, invoices and payments share one screen and one set of definitions, you change it by asking, and each rep can be limited to their own deals.
Yes. Put a schedule on the project that builds the report. Each time the schedule runs, Querri reruns the project and sends a formatted Excel workbook, an email or a deck, and it can produce a separate version for each rep, location or client.
Yes. Connect Querri to Claude or ChatGPT once, and the assistant answers from your Library using your definitions of won and paid and your customer mapping. Row-level access in Querri still applies, so a rep asking Claude gets the same rows they see on their dashboard.
No. Querri connects to QuickBooks Online through Intuit's sign-in and reads it through QuickBooks Online's API. QuickBooks Desktop files aren't supported. If you're moving to QuickBooks Online, connect it once the move is done and Querri brings over the full history of each entity.
HubSpot associations and pipeline or stage names: deal stage and pipeline come over as HubSpot's internal IDs. QuickBooks reports other than the General Ledger. A QuickBooks sandbox. Some HubSpot objects, such as owners, leads and forms, only refresh on a full sync, and incremental syncs don't see deleted records.
Yes. Querri holds SOC 2 Type II, HIPAA and ISO 27001:2022 certifications, and your data never trains a model. You sign in with Intuit and with HubSpot, so Querri never sees either password, and Querri only reads from both systems.
Keep exploring
Connect QuickBooks and HubSpot in one conversation. Querri only reads your data; your books and your CRM stay untouched.