ServicesSystemsQuickBooks

QuickBooks integration with HubSpot, Shopify and more

QuickBooks runs the books for a lot of growing businesses. The problem is everything around it: deals typed in from the CRM, orders keyed in from the store, spreadsheets fed from exports. We connect QuickBooks to the rest of the business, and help you move off Desktop without carrying the manual work across.

What we build

What we do with QuickBooks

HubSpot and QuickBooks in stepCustomers matched properly, invoices created from closed deals, and payment status visible in HubSpot. Including the awkward cases: companies, resellers, discounts and refunds.

Store orders straight inShopify and online orders flow into QuickBooks with the customer, items and tax filled in, instead of someone keying them.

Leaving QuickBooks DesktopWe map everything that depends on your Desktop file today, then set up the new tool with those connections in place, so the move removes retyping instead of rebuilding it.

Works with

What we connect it to

HubSpotShopifyMicrosoft 365Reporting dashboardsCustom toolsPayroll handoff

Services

How we help

Integrations and data AI agents and automation

From the blog

Worth reading first

IntegrationsHubSpot and QuickBooks: what the integration does, and where it stopsConnecting HubSpot and QuickBooks saves a lot of retyping, but the native sync has limits. What it handles well, what trips it up, and when you need more.Read the post AccountingLeaving QuickBooks Desktop: what to sort out before you switchIntuit is winding down QuickBooks Desktop versions in Canada. Before you pick a replacement, here is what to check so the move fixes more than it breaks.Read the post SR&EDSR&ED for custom software: can it cover part of your build?Canada's SR&ED program can refund part of what you pay a contractor for genuinely experimental software work. What qualifies and how to claim.Read the post

FAQ

Questions we get about QuickBooks

Does HubSpot integrate with QuickBooks?

Yes, natively. It handles customers, invoices and payment information well for simple setups. Businesses that sell to companies, use resellers, apply custom pricing or issue credit notes often need extra rules on top so records match properly.

Is QuickBooks Desktop being discontinued?

Intuit retires Desktop versions on a rolling schedule. In Canada, the 2023 versions were discontinued after May 31, 2026, which means no more security updates or connected services like payroll and online banking through that software. Check Intuit's Canadian support pages for your version's dates.

Will you choose our new accounting software?

That is a decision for you and your accountant. We handle everything around it: mapping what depends on QuickBooks today, connecting the new setup to your other tools and making sure nothing gets lost.

How we work

Every project, the same three steps