HubSpot QuickBooks and Xero integration.
The invoice knows which deal it came from. Most companies connect their accounting system to their CRM by having someone re-type things. It works until you want to know which marketing channel produced the revenue that was actually collected, rather than the revenue that was optimistically forecast.
Closed-won is not the same as paid.
Sales reports bookings, finance reports collections, and nobody can join the two without exporting both. The gap is where bad decisions get made about which channels are working, because the only number with real authority is the one that arrived in the bank.
Booked, invoiced, collected — three different numbers.
Accounting — the gapJoining the deal to the money.
One customer, matched on a key
Company records matched to accounting contacts on an explicit identifier rather than on name, which is the failure mode of every off-the-shelf connector once a company trades under two names.
Invoices raised from the deal
A closed-won deal creates the invoice with the right line items, tax treatment and terms, and writes the invoice number back onto the deal.
Payment status where sales can see it
Paid, overdue and outstanding balance on the company record, so account managers stop asking finance and finance stops chasing sales.
Revenue attribution that means something
Collected revenue attributed back to the source and campaign, which is a very different picture from pipeline attribution and a much more useful one.
Recurring and instalment billing
Repeating invoices and payment plans modelled properly so an annual contract billed monthly does not look like twelve separate deals.
Credit notes and refunds
The unhappy path handled explicitly, because a refund that never reaches the CRM leaves revenue reporting overstated indefinitely.
Built to a contract, not to a connector.
Draw the boundary
Which system owns which field, in writing, before a line of code. Most broken integrations are two systems both believing they are the source of truth.
Model the join
The key that matches a record on one side to a record on the other, and the rule for what happens when it does not match — because it will not match.
Build and instrument
Sync built with retries, idempotency and a dead letter path, plus logging you can read without opening a console.
Reconcile
Counts compared on both sides on a schedule, with a report that names the drift rather than a green tick that hides it.
Hand over
A runbook covering the three failures that actually happen, so the next person does not have to reverse-engineer the design from the logs.
The connector matches on name.
Every marketplace accounting connector matches on company name, and every business eventually has two records for the same customer with a comma in a different place. Matching on a stable key, and handling the unmatched queue as a real workflow rather than an error log, is the difference between an integration and a source of quiet corruption.
What people ask before they commit.
Is the marketplace connector not enough?
For simple cases it genuinely is, and we will say so. It stops being enough when you have multi-entity accounting, non-trivial tax treatment, or you want collected revenue attributed back to a campaign.
Can we raise invoices from HubSpot?
Yes, triggered from a closed-won deal or an approval step. The accounting system stays the system of record for the invoice; HubSpot just starts it and displays the result.
What about sales tax and VAT?
The accounting platform determines tax, not the CRM. We pass what it needs and display what it decides, rather than duplicating tax logic in two places where it will drift.
How long does it take?
Two to six weeks. Multi-entity setups and unusual invoicing rules are what extend it.
Does it work with Sage, FreeAgent or Odoo?
Yes. The pattern is the same wherever the ledger lives; only the API changes. Tell us what you run and we will tell you what it takes.
Where people go from here.
Attribute the revenue you actually collected.
Tell us what you are running
What the system does today, where it breaks, and when it has to work. An engineer reads it — you get an answer inside one business day, not a sequence.