We connect QuickBooks Online, Xero, HubSpot, Salesforce and Zoho to the systems around them through their APIs: invoices raised from won deals, daily sales posted from your shop, and customer records kept the same everywhere.
Tell us what you needSee typical projectsYou see it working at every milestone, not a status report.
What we hear from businesses before a project like this starts.
The requests that come up most often for this kind of work, and what each one takes to work properly.
Payouts split into sales, fees and refunds, posted so they match the bank line, plus a clean-up of the backlog.
The customer matched or created in the books, the invoice built from the deal's line items, and payment status written back.
A written rule for every field that can change on both sides, so the two systems never fight.
Hourly or nightly pulls from QuickBooks or Xero into Postgres or Sheets for reporting.
HubSpot, Zoho or Salesforce pipelines, properties and workflows configured, with data imported cleanly.
Read-only access to invoices and customers for a dashboard, a portal or an assistant, with the least permissions possible.
Tools that come up most: HubSpot, QuickBooks Online, Xero, Salesforce, Zoho CRM, Stripe, Shopify, n8n, Make, Zapier, Postgres.
Concrete pieces, each one something you can open and check when it's done.
Daily or per-order postings from Shopify, Stripe, Square or your own system, summarised the way your accountant wants them.
QuickBooks Online API, Xero API, Stripe, ShopifyWhen a deal is won, the invoice is created in QuickBooks or Xero with the right customer, items and terms.
HubSpot deals and line items, QuickBooks, XeroContacts, companies and deals kept in step between HubSpot, Salesforce or Zoho and another system, with clear rules about which side wins.
HubSpot, Salesforce and Zoho APIs, webhooksInvoice and payment status written back to the CRM record, so sales sees who has paid.
CRM properties, QuickBooks and Xero webhooksScheduled pulls of invoices, payments and customers into a database or sheet your reports can read.
Postgres, Google Sheets, scheduled jobsEvery record sent, skipped or failed, in a sheet or table your bookkeeper can check without asking us.
Google Sheets, a small database, email alertsExample packages to show the shape of the work. These are examples, not past clients; yours gets its own written scope.
Example package
One summarised journal or sales receipt per day from your shop or payment processor, split by tax, shipping, fees and refunds.
You get
Example package
Moving a deal to Closed Won creates the customer and the invoice in your accounting system, and payment status flows back to HubSpot.
You get
Example package
Contacts and companies kept the same in your CRM and your other CRM, ERP or app, with a written rule for every conflict.
You get
Example package
Months of past orders, payouts or invoices brought into the books in one controlled run, checked against your totals before it is posted.
You get
Brightline Heating & Cooling's office manager was re-typing every completed job into QuickBooks. We built a sync service that turns each finished job into a QuickBooks invoice, with labor, parts and maintenance plans mapped to the right income accounts. It matches or creates the customer, tags the technician as a class for job costing, and records card payments against the invoice. Anything ambiguous, such as two customers with the same phone number, is held in an exceptions queue instead of guessed.
Python, FastAPI, QuickBooks Online API (OAuth 2.0), webhooks, PostgreSQL, Docker
A warehouse-software company had thousands of webinar and ad leads in HubSpot, and sales couldn't tell which ones to call. We rebuilt their HubSpot setup around a scoring model and clean handoffs. Every contact gets a fit score (role, company size, industry) and an engagement score (webinars, emails, pricing-page visits). Lifecycle stages update automatically, and when a lead crosses the SQL threshold or requests a demo, it is round-robined to the right rep with a task and a Slack alert.
HubSpot Marketing and Sales Hub, workflows, lead scoring, sequences, custom properties, Slack integration
A working example we built to show this kind of work. It is a demonstration, not a client project.
Sample build
Python sync that matches or creates QuickBooks Online customers and invoices each closed-won HubSpot deal, then writes the invoice id back to the deal. Re-runs are safe because it dedupes by deal id, and every outcome goes to a run log. Demo runs against mock APIs.
Python 3.12, HubSpot CRM v3 API, QuickBooks Online Accounting API, Docker
About the screenshot: The run log from a sync run against mock HubSpot and QuickBooks APIs with demo data.
The habits that keep this kind of project from going wrong.
Which account, tax code and class each line goes to is decided with your bookkeeper, in writing, before anything is posted.
Every integration runs first in a sandbox or as a report you check. Nothing touches the live books until you sign it off.
Each record carries the source ID, so a retry or a re-run never creates a duplicate invoice.
We build the connection; your bookkeeper keeps doing the books. If you need bookkeeping itself, we will say so rather than take it on.
A written scope first, then working progress you can check, then a proper handover.
Tell us what you need in your own words, and which tools you already use. A few lines is plenty to start.
We reply with a short written scope: what gets built, what is out of scope, which accounts we need, and how we'll both know it works. You know what you're getting before work begins.
The work is split into milestones. At each one you see it working in your own account and sign it off before we go on.
You get the working system, its documentation and a walkthrough. If anything we built breaks in the next 30 days, we fix it at no charge.
Pushbuild has built software for businesses since 2010, for more than 40 clients. Every project is led by a former public-company CTO, from Groton, Massachusetts. See products we've built.
We need an app connection, which you approve through QuickBooks, Xero or the CRM's own sign-in screen, and usually a user invite so we can check results. Both can be removed at any time.
No. We build the connection your bookkeeper or accountant asks for, agree the mapping with them, and they keep doing the books.
You do. The code goes into a repository you own and runs in a hosting account in your name, and the app connections are made from your accounts.
Most integrations take one to three weeks from the signed scope. The longest part is usually agreeing the mapping, not writing the code.
Small adjustments inside the agreed scope are included. Anything new, such as another record type or another system, is scoped in writing before we start it.
The integration logs it and emails whoever you choose. In the 30 days after handover we fix any fault in what we built at no charge; after that, they are scoped and agreed with you before we start.
Email a few lines about what you want and which tools you use, or call. We reply with questions or a written scope.
hello@pushbuild.com