Invoice from HubSpot to both systems
Invoice customers from HubSpot—automatically create invoices in HubSpot and QuickBooks Online.
QuickBooks Integration for Invoice Automation
Turn your CRM data into QuickBooks Invoices Instantly
Slipstream connects your CRM to QuickBooks so closed deals become invoices and journal entries—automatically.
Setup your stream in as little as 5 minutes. 14-day free trial.
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Stop Wasting Hours on Manual Invoicing
Every week, small businesses lose an average 4+ hours manually creating invoices from CRM data. And it is not just the time—up to 48% of manually created invoices contain errors, leading to delayed payments and frustrated customers.
Slipstream fixes all of that.
What We Do
We connect your CRM to QuickBooks to automatically create invoices and journal entries—tailored to your exact process.
Supported CRMs:
HubSpotSalesforce (Enterprise only for now)QuickBooks
More systems coming soon: Pipedrive, Monday, GoHighLevel, Zoho, and broader Salesforce support.
Turn your deals into QuickBooks invoices the moment they close. No manual data entry. No copy-paste errors. No delays.
Image placeholderIntegration overviewDiagram or illustration: HubSpot/Salesforce ↔ Slipstream ↔ QuickBooks Online. Export from Figma or use a simple annotated screenshot.
How It Works
Slipstream sits between your CRM and QuickBooks, and syncs data back and forth as needed.
Each user defines how their data is synced in what we call their Stream. It was designed specifically for invoice automation.
When events meet your trigger criteria, we query the CRM for the data we need and create invoices in QuickBooks (sometimes a journal entry instead of an invoice to book sales revenue).
Integration events are stored and tracked in our dashboard—see what synced successfully and where there were exceptions. Exceptions include notes on resolution; successful events link through to your CRM and QuickBooks.
Video placeholderHow Slipstream works (explainer)60–120s walkthrough: triggers, Streams, and what lands in QuickBooks. Host on YouTube/Vimeo/Wistia and swap this block for an iframe or video tag.
Trigger mechanisms
- Create invoices in real-time based on trigger events
- Create invoices on a schedule (daily, weekly, monthly)
- Create invoices in a batch that you kick off
Supported Integrations
Use Cases
HubSpot
Quote in HubSpot, invoice in QuickBooks
Keep quoting in HubSpot and let closed deals generate invoices in QuickBooks automatically.
HubSpot invoice with QuickBooks sync
Create the invoice in HubSpot, sync it to QuickBooks, and send—all without duplicate entry.
One HubSpot, multiple QuickBooks companies
Use one HubSpot org for quoting while sister companies each get the right QBO invoice from the right pipeline.
Salesforce
Salesforce quotes, QuickBooks invoices
Run quotes in Salesforce and create matching invoices in QuickBooks when deals close.
Image placeholderUse-case visualOptional: side-by-side pipeline → invoice examples, or a simple infographic for multi-QBO / HubSpot scenarios.
Invoicing Features
Image placeholderProduct UI — mapping or invoicingScreenshot: field mapping, deposit/final split, or line items landing in QBO. Keep PII blurred.
Create Invoices, Customers, and Items
Slipstream is built to create invoices, but that does not happen in a vacuum. We create customers the first time you sell to them, and products the first time they are sold.
Fully Customizable Mapping
From any field on any object in your CRM to the fields you need in QuickBooks. Start mapping with Slipstream Lite or Premium; unlock 100% customization with Slipstream Enterprise.
Deposit/Final Payment Invoices
Split payment into two invoices when jobs require it. Use CRM properties to define the split.
Credit Card Fee Calculation
Automatically add 3% to invoices when customers pay by card. Use CRM properties to manage this per deal.
Flexible Tax Rate Mapping
Manage tax at the invoice level or line-item level—whichever fits how you handle tax rates.
Discounts
Map discounts from CRM quotes into QuickBooks invoices—either as a single discount line or multiple lines for extra detail.
Platform Features
Image placeholderDashboard — sync activityFull-width app screenshot: event list, success vs exception, links to CRM/QBO. Matches the “Real-time Dashboard” and “Error Detection” cards below.
Proprietary Integration System
We built our own integrations—more reliable connections than industry-leading platforms.*
Flexible Invoicing Options
Real-time or scheduled. Invoicing in a batch that you trigger. However you need it, we support it.
Custom Field Mapping
Any property on any object in your CRM, mapped to QuickBooks exactly how you want.
Smart Alerts
Get notified when invoices are created, synced, or need attention.
Real-time Dashboard
Monitor all sync activity in one simple, intuitive view.
Error Detection
Catch and resolve sync issues before they become problems.
*Compared to general-purpose automation platforms; your mileage may vary by stack and workflow.
A Plan for Every Business
Slipstream Lite
$19.99/ mo
A basic integration plan with customizable mapping but limited invoicing rules. Ideal for companies with simple billing.
Slipstream Premium
$34.99/ mo
Advanced integration with customizable mapping and invoicing rules you can manage per deal. Ideal when you have multiple payment terms and offerings.
Slipstream Enterprise
$49.99/ mo
$500 implementation fee. Fully customized integration between CRM and QuickBooks. Ideal for complex invoicing that goes beyond Premium.
Custom integration Streams are typically ready within 1–3 business days.
Full Features Table
| Feature | Lite | Premium | Enterprise |
|---|---|---|---|
| Triggers | |||
| Triggers on Closed Deal | |||
| Triggers on Invoice Created | |||
| Fully Customizable Trigger | — | — | |
| Invoicing & mapping | |||
| Create HubSpot Invoices | |||
| Create QuickBooks Invoices | |||
| Create QuickBooks Customers | |||
| Create QuickBooks Products | |||
| Fallback to Default QBO Product | |||
| Customizable Object Mapping (deal, contact, companies) | |||
| Fully Customizable Mapping | — | — | |
| Sync | |||
| Update HubSpot Invoices when paid in QBO | |||
| Update QBO Invoices when paid in HubSpot | — | ||
| Advanced invoicing | |||
| Add Credit Card Processing Fees | — | ||
| Create Two Invoices — Deposit and Final Payment | — | ||
| Global Tax Rates (Invoice Level) | — | ||
| Variable Tax Rates (by Line Item) | — | ||
| Apply HubSpot Discounts to QBO Invoices | — | ||
Why Slipstream?
| The Problem | The Slipstream Solution |
|---|---|
| 4.1 hours wasted weekly on manual invoicing | Reduce manual invoicing time by up to 90% |
| 48% error rate with manual data entry | Eliminate errors with automated data sync |
| $2,000+/month cost of manual processes | $50/month for unlimited invoicing |
| Days learning tools like Zapier or N8N | Done-for-you service—just tell us what you need |
A Note from the founder
If you have made it this far, please allow me 90 seconds to share a personal story and the background of this tool.
In 2019 I was a controller, and would spend 3 days every month manually creating invoices. It was this frustration that led me to learn to code, and eventually automate that process. Fast forward several years later, and I am bringing this same solution to businesses across North America. Invoicing is a data entry task that can be automated like many others, but because it is an invoice the implications are more important—the stakes are higher. I wanted to take my expertise and build a product that focused specifically on invoicing, since a lot of the native integrations technically work, but the effect on the accounting team's workflows seemed to be an afterthought to whether or not the data synced.
I hope this product makes your life a little easier.
Enjoy.Founder, Slipstream
What Our Customers Say
Trusted by small businesses across North America
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The True Cost of Waiting
Every day you wait, you are:
- Losing hours to manual data entry
- Risking invoice errors that delay payments
- Watching receivables grow while cash flow slows
- Frustrating customers with incorrect invoices
Stop the bleeding. Automate your invoicing today.
Frequently Asked Questions
Ready to Take the Next Step?
Try Slipstream for free for 14 days if you're ready to get started, or schedule a demo call if you still have questions.