HubSpot → QuickBooks Invoice Automation

Overview

This implementation connected HubSpot customer data with QuickBooks Online invoice creation through an automated workflow built in Google Apps Script.

The focus

The work focused on connecting customer and invoice activity across systems while handling customer matching and API authentication.

The solution

The automation retrieves customer information from HubSpot, checks whether the customer exists in QuickBooks Online, creates a customer when needed, and generates invoices through the QuickBooks API. Google Sheets is used as part of the workflow.

Key features

• Retrieval of customer data from HubSpot
• QuickBooks Online customer matching
• Creation of missing QuickBooks customers
• Invoice generation through the QuickBooks API
• OAuth 2.0 authentication and Google Sheets workflow support

Workflow

1. Retrieve customer information from HubSpot
2. Match the customer in QuickBooks Online
3. Create the customer when no existing record is found
4. Generate the invoice through the QuickBooks API

Technologies used

Result

A connected implementation for customer matching, customer creation and invoice generation across HubSpot and QuickBooks Online.