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Use Botkeeper to Connect HubSpot with QuickBooks

Feb 21, 2019 3:21:34 PM

Big news from Boston: if you use HubSpot, Botkeeper now has a must-use integration.

Botkeeper recently announced that it’s joined HubSpot as a Connect Beta Integrator. HubSpot, a leading growth platform, works with Connect integrators to help grow their business through listing and marketing and distribution resources to increase shared customers. Connect Beta Integrators are independent software vendors who have built an integration with HubSpot and have been accepted to the Connect Beta Program.

What This Integration Means for Your Business

The Botkeeper integration will enable businesses who are using HubSpot to automatically generate invoices and receipts in their QuickBooks Online software, one of the most highly requested features from the HubSpot community. Botkeeper’s core functionality allows business owners to cut bookkeeping costs in half by automating the bookkeeping via artificial intelligence and machine learning. The integration means that businesses will save time and money on their business bookkeeping, get more advanced reporting, and save on overhead costs.

“The ease of use and the fact botkeeper works well with all my other accounting services, i.e. Quickbooks, Gusto etc...Botkeeper, handles my EOY tax filings which allows me to work more efficiently.” Paula C., Head of Operations and Botkeeper client

About HubSpot & HubSpot Connect

HubSpot is a leading growth platform. Since 2006, HubSpot has been on a mission to make the world more inbound. Today, over 52,000 total customers in more than 100 countries use HubSpot’s award-winning software, services, and support to transform the way they attract, engage, and delight customers. Comprised of Marketing Hub, Sales Hub, Service Hub, and a powerful free CRM, HubSpot gives companies the tools they need to Grow Better.

HubSpot’s Connect Program is an ecosystem of valuable third-party integrations. Certified integrations comply with a set of requirements, and Botkeeper has either met or surpassed the requirements.

“The sales numbers in my CRM are identical to those numbers in my accounting software, said no one ever,” joked Botkeeper CEO Enrico Palmerino. “Trying to determine which data set holds the truth is a frequent and common challenge that plagues reporting and other company metrics. One of the most requested integrations in HubSpot was an integration with QuickBooks Online, and we wanted to be the first to solve this headache and collaborate with one of Boston's great's in the process."

Learn more about the integration here.

Automatically Create an Invoice in QBO

When you connect your HubSpot and QBO accounts with the HubSpot-QBO Smart Sync integration, you can set up your sales pipeline so that it automatically creates sales receipts or invoices in your QBO account when a deal is set to "closed won.”

Use Botkeeper to Connect QuickBooks to HubSpot

Save Time, Money, and Effort

Set which items to include in the Sales Receipt or Invoice. The Botkeeper integration will eliminate all of the manual data entry that was required when moving data from your CRM over to your accounting software.

botkeeper QBO HubSpot integration

The integration enables you to automatically create a sales receipt or invoice in your QBO account when you set a deal in your deal pipeline to “Closed Won.” It’s that easy!

TL;DR — Why You Should Be Excited About This Announcement

If you’re a HubSpot user, this is pretty amazing. Botkeeper complements HubSpot by automating the flow of financial data from the CRM to the user's accounting software, staying true to the concept of a platform based system tied together with automation.

“I love being able to look and see everything in one report and I also love that my books are reconciled and up to date nearly daily - so every time I look it is valid data - SO HELPFUL!”  Sheryl B., Business Founder and Botkeeper Client

If You Don’t Use HubSpot

This integration may not apply to you if your business doesn’t run on HubSpot as its CRM. However, tell us which CRM you use and we’ll give you the run-down of how botkeeper can help.

Get Started

Reach out to one of the experts at Botkeeper to find out how to take advantage of this new integration or how to connect your CRM and accounting software via Botkeeper.

Learn More

About Botkeeper

Botkeeper provides bookkeeping to businesses using a powerful combination of skilled accountants and automated data entry through the use of machine learning and AI. The platform easily integrates with a client’s bank accounts, credit cards, HR system, POS, and others systems, making appropriate entries and adjustments to their QuickBooks Online accounts, delivering a 24/7 AI-driven Botkeeper. Clients receive ongoing support as well as incredible insight into their financials with beautiful dashboards and unlimited reporting. The new-age software platform, coupled with skilled accountants, helps to automate common bookkeeping workflows for accounting professionals while cutting bookkeeping costs in half. The company is headquartered in Boston, MA.

Aaron Sullivan
Written by Aaron Sullivan

Aaron is a content marketer with a background in writing and editing for social, email, and blogs. His experience is heavily focused on entertainment, beer, and bookkeeping/finance.

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