How to Integrate HubSpot and QuickBooks with Slipstream

If you're using HubSpot and QuickBooks, you've probably noticed that the native integration is a great starting point, but it might not meet your specific needs.

Slipstream is a fully customizable integration from HubSpot to QuickBooks, that syncs invoices on your terms. We have a white glove integration process and work with you throughout the process to ensure your integration is customized to your specific needs (you can learn about the full feature set of Slipstream here).

Here a high-level overview of the steps we'll take to get you setup:

Process Overview

1. Determine your requirements on the first call with our Invoice Process Questionnaire
2. Review and finalize a Scope of Work document outlining the requirements for your integration.
3. Our team customizes the process for your integration inside of the Slipstream platform. This process varies by user, and we will help with any new deal properties required in HubSpot.
4. We review and test the integration with you. When you sign off on the setup, we walk you through the Slipstream signup process

The Slipstream Connection Process

In order to build your integration and send data between HubSpot and QuickBooks, Slipstream will need to know who you are and how to connect to both platforms.

Here is a step by step walkthrough of the connection process to sign-up for Slipstream:

Start by creating your account profile in Slipstream

We'll gather some basic information about you to create your account profile and assign your integration stream to you.

Connect Slipstream to HubSpot

We'll need to connect Slipstream to your HubSpot account to start the integration process. Once Slipstream is connected, the system will receive event notifications from HubSpot based on the configuration you select when we build your integration stream (invoices create in HubSpot, or deals closing in HubSpot).

You'll be redirected to the HubSpot login page. From here you'll log into HubSpot the same way you would normally.

If you have multiple HubSpot accounts, or multiple company environments, you'll be asked to select the account and environment you want to connect to Slipstream.

Once you're logged in, you'll be asked to approve the scopes required for Slipstream. We only request access to the scopes required to streamline your invoicing process, and never access data for outside purposes. You'll also be glad to know that we don't store any of your HubSpot data in our database, only activity logs and the details required to confirm the integration is working as expected.

Connect Slipstream to QuickBooks

Slipstream will need to connect to your QuickBooks account to create and send invoices as needed. Once Slipstream is connected and your workflow has been published, the integration will create invoices in QuickBooks automatically (based on the criteria for your integration).

You'll be redirected to the QuickBooks login page. From here you'll log into QuickBooks the same way you would normally.

After logging into QuickBooks, you'll be asked to approve the scopes required for Slipstream. We only request access to the scopes required to streamline your invoicing process, and never access data for outside purposes. Additionally, we do not store any financial data from your QuickBooks account in our database, only activity logs and the details required to confirm the integration is working as expected.

Select your Chart of Accouts Options

As part of the integration, Slipstream will create new products and services in QuickBooks for you. However, QuickBooks requires a Revenue Account, Expense Account, and Inventory Account to be provided for new products and services.

You'll need to select your Chart of Accounts options so that Slipstream has default values to provide to QuickBooks when creating new Items.

Checkout and Complete the Setup

Once you've completed the above steps, you'll be redirected to the checkout page. Here you'll provide payment information for your subscription and complete the checkout process.

After You're Set Up

Once your account is setup, you'll gain access to the Slipstream dashboard (available here). From here you can view your activity logs, as well as manage the integration connection settings.

Disconnecting your integration

If you need to disconnect your integration, you can do so by logging into the Slipstream dashboard, navigating to the settings, and selecting "Disconnect" for your HubSpot and QuickBooks. You can also submit a support request to contact@slipstreamautomations.com and we'll cancel your subscription.