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Accepting the invite in hubspot you should see this………

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Quickbooks In PD

  1. Click on the Quickbooks Connector

  2. In the popup enter the credentials of the Quickbooks practice account or the account the company file is shared to

  3. Select the company file of the practice

  4. Confirm permissions for Profit Diagnostix

  5. Change the connector name if needed (the name of the Quickbooks file is set by default and it’s recommended not to change it as it is the only way to know where the connector is connected to). Press “Create” to create the connector.

  6. The new Quickbooks connector now appears on Profit Diagnostix Datasources. Press “Configure” and choose the “Quickbooks” template. Press “Save” and than then “Back”.




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