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Why connect a CRM to bookkeeping software?

Because your CRM knows about revenue before your bank does. A deal closes, an invoice goes out, and payment arrives some number of weeks later. Accrual accounting recognises that revenue at the close, not the payment. Connecting HubSpot means your receivables reflect your actual pipeline rather than a manually maintained list that's always slightly out of date.

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Check your EIN confirmation letter (CP 575) first. If that is gone, look at a previously filed tax return, a business bank account application, or any 1099 you have issued. Your bank or your payroll provider will also have it on file.

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