More Tutorials From the Community

https://www.youtube.com/watch?v=__c0gDVBLs0

https://www.youtube.com/watch?v=4QXRl3mArfY&feature=youtu.be

https://www.youtube.com/watch?v=QKgJcLx5Q-A

https://www.youtube.com/watch?v=d1eLzPdUlYo


In this article, we will cover integrating QuickBooks into your CRM software. This saves you from having to manually enter data into your CRM every time a contact is created in QuickBooks. 

Once connected all new contacts will be added to your CRM and automatically be sent a review request upon payment.


What does the QuickBooks integration do:

  • Syncs all new contacts that are created in QuickBooks.
  • Sends review upon QuickBooks payment in HighLevel without any automation (only on the first invoice)
  • Automatically register sales receipts inside Quickbooks whenever a payment is made inside GHL for order forms, subscription payments, membership checkouts, and calendar payments
  • Automatically create an invoice inside Quickbooks as soon as an invoice is marked as sent inside GHL. This will also sync any updates made afterward inside GHL and mark it is paid inside QBO as soon as it is paid inside GHL


Auto creation of sales receipts

  • This is applicable for any payment processed via order forms, calendars, or subsequent subscription payments as well
  • If a customer exists inside QBO with the same email id with which the transaction is processed, we will update the sales receipt corresponding to the same customer inside QB
  • If the customer is not present, we will create a new customer against the email id with which the transaction is processed


One-way invoice sync from GHL to QBO


  • This will create a replica of the sent invoice, along with the total amount (including taxes and discounts) on QBO for frictionless accounting sync
  • Any updates made on the invoice inside GHL will be updated on QBO. This will include any invoice status change transitions inside GHL, such as the invoice is paid by the customer, or invoice is voided on GHL or any further discount is added upon customer request
  • This will not sync existing invoices already created within GHL. Only new invoices created from now on will get synced inside QBO
  • If a customer exists inside QBO with the same email id with which the transaction is processed, we will update the sales receipt corresponding to the same customer inside QB
  • If the customer is not present, we will create a new customer against the email ID with which the transaction is processed


Please Note:

- Once the integration has been established only NEW leads will be added as contacts to your location. It may take up to 5 mins before you see the new contact in the CRM

- To add older Quickbook contacts to the CRM please export them first then add them to the system via CSV




How to Integrate QuickBooks


Head into your settings > integrations > Click on the "QB Connect" button > Login 




Make sure to accept all permissions > hit the "connect" button



Note: 

There is a check box that shows up under the QuickBooks Icon integration. Asking if you want to auto send review