Sync Overview
Product Sync Overview
Product sync keeps your product catalog synchronized between HubSpot and QuickBooks, ensuring line items always match correctly on invoices and quotes.
Why Product Sync Matters
Every invoice and quote contains line items that reference products. For these documents to sync properly, the products must exist in both systems with matching SKUs. Product sync automates this, so you don't have to manually maintain two separate catalogs.
How It Works
When product sync is enabled:
- Monitor for changes - We watch for product creates and updates in the source system
- Match by SKU - Products are matched using their SKU (unique identifier)
- Sync data - Product details are transferred to the destination system
- Log results - Success or failure is recorded for your review
Bidirectional Sync
Unlike invoice sync, product sync can work in either direction. You choose your source of truth:
HubSpot to QuickBooks
- Products created in HubSpot sync to QuickBooks
- Best when your sales team manages products in HubSpot
QuickBooks to HubSpot
- Items created in QuickBooks sync to HubSpot
- Best when your accounting team manages products in QuickBooks
Only one direction is active at a time to prevent conflicts.
What Gets Synced
| Field | Synced |
|---|---|
| Name | Yes |
| SKU | Yes (used for matching) |
| Description | Yes |
| Price | Yes |
| Cost | Configurable via field mappings |
| Type (Service/Inventory) | Configurable |
Field Mappings
You can customize how fields map between systems. For example:
- Map HubSpot's "unit_price" to QuickBooks' "UnitPrice"
- Map HubSpot's "description" to QuickBooks' "Description"
Default mappings are created automatically for common fields.
SKU Matching
Products are matched by their SKU (Stock Keeping Unit):
- SKUs must be unique within each system
- SKUs must match exactly (case-sensitive)
- Example:
WIDGET-001in HubSpot matchesWIDGET-001in QuickBooks
If a product's SKU doesn't exist in the destination, a new product is created.
Full Sync Option
In addition to automatic syncing, you can trigger a full sync to:
- Sync all existing products at once
- Useful during initial setup
- Catch any products that may have been missed
Sync Status Tracking
Every product sync is logged. View history in Data then Products to see:
- Successfully synced products
- Failed syncs with error details
- When each sync occurred
- Product identifiers in both systems
