Quickbooks is a leading accounting platform that helps you manage your business finances—track expenses, send invoices, and reconcile payments.
With Hubflo’s Quickbooks integration, you can:
Create a payment link in Hubflo workspaces when invoices are issued in Quickbooks
Automatically create invoices in Quickbooks based on Hubflo invoices
Connect Your Quickbooks Account
In Hubflo, go to ⚙️Settings > Integrations
Find the Quickbooks integration and click Activate
Click Connect
You'll be prompted to log in to your Quickbooks account.
Select QuickBooks Production Account.
Click Connect.
Configure Quickbooks Workflows
Once connected, click on Configuration. You'll find the following options:
Issuing an invoice from QuickBooks
Create the invoice in QuickBooks as you normally would.
Use a company name that exactly matches the Hubflo company name to ensures the invoice syncs to the right client.
Once the invoice is issued, open the matching workspace in Hubflo. You'll see a QuickBooks payment link automatically added under the Content section.
Tip: To stay organized, we recommend creating an "Invoices" folder in your workspace. This keeps all payment links in one place for easy access.
Auto-Sync Hubflo invoices to QuickBooks
Whenever you issue an invoice in Hubflo, a matching invoice is instantly created in Quickbooks.
Create your invoice in Hubflo (add items, taxes, due dates, etc.)
Send the invoice from Hubflo
Hubflo checks for the client in Quickbooks:
If the client exists → it uses the existing record
If not → it creates the client automatically
Hubflo then creates a corresponding invoice in Quickbooks with:
Line items
Client details
Dates and totals
