HubSpot and QuickBooks, read together
Sales lives in HubSpot and money lives in QuickBooks. The deal says one amount and the invoice another, the customer is spelled two ways, and nobody can say which closed deals have actually paid without exporting both.
Liaison reads HubSpot and QuickBooks together, so “did they pay?” has an answer the moment you ask it, along with who owns the relationship.
Where HubSpot and QuickBooks disagree
- A deal marked closed-won may never have been invoiced, or was invoiced for a different amount.
- The customer exists in both systems under a different name, email or company record.
- Revenue in the books rarely matches what the CRM says closed in the same month.
- A past-due invoice is invisible to the rep who owns the account.
- Commission on signed deals can be paid before the customer pays, or after they cancel.
Questions it answers across both
- “Which deals closed last month still have no invoice?”
- “Which closed deals have an invoice past due, and who owns each account?”
- “Why does revenue in the books not match what HubSpot says we closed?”
- “Which customers in QuickBooks have no record in HubSpot?”
What Liaison does with HubSpot and QuickBooks
- Creates the invoice in QuickBooks for a deal that closed without one, for you to confirm.
- Adds a note to the HubSpot record when its invoice goes past due, so the owner sees it.
- Reconciles closed-won revenue against invoiced and collected revenue every month.
- Matches customer records across the two and lists the ones that need merging.
What it reads and does in each
Liaison across HubSpot and QuickBooks, set up with you, for $629 a month.
- Connects to HubSpot and QuickBooks with access you grant and reads them as one record; nothing is replaced or re-entered.
- Does the routine work in your voice; each kind of work is approved once.
- Answers across both: what HubSpot says, what QuickBooks says, and where they disagree.
On Professional we connect your tools, bring your data in and set up the first rules with you. Anything that moves money waits for your yes.
“Cut our month-end close from 4 days to 4 hours.” Marcus C., owner
$629 a month, or $500 a month on a 12-month term. Prefer to start on your own? Starter is $149 a month, self-serve, with a free trial first: 7 days, no card.
Questions
Is this the same as a HubSpot and QuickBooks sync?
No. A sync copies records one way. Liaison reads both systems and answers questions across them, and it can create or update records in either one when you approve.
Does it work with Salesforce?
Yes. The same reads run against Salesforce.
Can it pay commissions on collected revenue?
It can tell you what each rep sold and what has actually been collected. Paying anyone moves money, so that stays with you.
What does it cost?
Liaison starts at $149 a month. Professional is $629 a month and Team is $2,950 a month for up to five seats. Every plan works with the tools you connect.
See it on your own business.
Thirty minutes with us, on your own tools. Bring the thing that eats your evenings and watch it get handled from your own inbox, calendar and books.
Professional is $629 a month and we set it up with you. Starter is $149 a month, self-serve, with the free trial first: 7 days, no card. Every plan is on the pricing page.