How does sync work

An invoice moves through three places before it's fully done: HubSpot, the sync system in between, and QuickBooks. Each hop takes real time — this page is here so a wait doesn't look like something is broken.

The full flow

 You          HubSpot              Sync system            QuickBooks
  |             |                        |                      |
  |--edit------>|                        |                      |
  |             |--change detected------>|                      |
  |             |<--fills in bundles,----|                      |
  |             |   prices, shipping,    |                      |
  |             |   tier savings         |                      |
  |             |                        |                      |
  |--open------>|                        |                      |
  |             |                        |                      |
  |             |===HubSpot's own sync (not ours)===============|
  |             |                        |                      |
  |             |                        |<--invoice arrived----|
  |             |                        |--finishes bundles,-->|
  |             |                        |  calculates tax      |
  |             |<--tax written back-----|<---------------------|

Step by step

1. You create or edit an invoice in HubSpot.
2. HubSpot tells the sync system something changed.
3. The sync system fills in the parts that only make sense on the HubSpot side: real prices, breakout kits split into their real components, shipping, and volume-savings notes.
4. Once you open the invoice, HubSpot copies it into QuickBooks on its own — this is HubSpot's native sync, not something this app controls, and it can take anywhere from under a minute to several minutes.
5. QuickBooks tells the sync system the invoice has arrived.
6. The sync system finishes the rest of the work on the QuickBooks side: bundles get split into their real inventory parts, and tax gets calculated. This step also isn't instant.
7. If tax changed, the real QuickBooks number gets written back to HubSpot so both sides agree.

What this means for you

• A brand-new or just-edited invoice can take a few minutes to look "finished" in QuickBooks. That's normal, not an error.
• If you check QuickBooks and it still looks like the old version, wait and check again before assuming something failed.
• The bundle-splitting and tax steps both happen automatically — nothing to click, just time to let them run.

See bundle counts and pricing for what the bundle-splitting step actually does to prices and counts.