Question from Reddit user:
Hi!
Looking to sign up for Hubspot but cannot get the help chat people to answer one simple questions…
They said I had to ask here!
SO…
Is it possible to Import Estimates from Quickbooks to Hubspot?
A few other posts I foun indocate that this suggestion was given to the developers over the years BUT…
Have they fixed it?!
This is the only thing holding me back from making the switch!
Answer from Nabil:
The short answer is:
Yes, it is possible to import Estimates from QuickBooks into HubSpot, but you are hitting a common pain point.
The native HubSpot QuickBooks Online integration primarily focuses on syncing Contacts, Products, and Invoices, with the workflow action to create a new Estimate in QuickBooks from HubSpot, but not reliably the other way around for existing Estimates.
However, third-party apps in the HubSpot marketplace like SyncQ or custom API solutions have solved this exact problem, so this single feature should absolutely not hold you back from making the switch.
The long answer is:
Your frustration is completely valid, as the out-of-the-box native integration often falls short for specific, bidirectional syncing needs like pulling existing QuickBooks Estimates into HubSpot Deals.
The good news is that this limitation is easily bypassed.
Many businesses find that the native integrations, including the updated ones in 2025, do not support the precise field mapping or bidirectional sync required for complex objects like Estimates or Bills, particularly when dealing with B2B company-level records instead of individual contacts.
To achieve a reliable, high-fidelity sync of your QuickBooks Estimates to HubSpot, the excellent and cost-effective solution is a custom API integration.
This involves using the HubSpot API in conjunction with the QuickBooks API.
You would create a simple, cloud-hosted script on a lightweight platform like Google Cloud Platform or even a managed service like Stape that acts as middleware.
This script connects to the QuickBooks API to query all your Estimates.
For each Estimate, the script then uses the HubSpot API to create a corresponding Deal in HubSpot, associating it with the correct Contact or Company, and mapping all the relevant line items and estimate totals.
You can automate this process to run every hour, ensuring real-time data flow.
While setting up an API integration requires initial development work, it is often more cost-effective and provides better long-term reliability and customization than relying on expensive, fixed-feature third-party apps.
A Google Tag Manager configuration is not strictly necessary for this server-to-server accounting data transfer, but it remains the industry standard for managing your client-side tracking, which can be configured to fire a custom Standard Event to your server-side environment when a sales action (like viewing the Estimate in HubSpot) occurs, further improving data visibility and allowing you to trigger a workflow update back in QuickBooks via the API, creating a perfect closed-loop system for your sales and accounting teams.
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