Category: Marketing and data

Does GoHighLevel Integrate With QuickBooks?

Short answer

Yes. HighLevel has a native QuickBooks integration that you connect under Settings, then Integrations. It sends invoices and payments from HighLevel to QuickBooks and brings QuickBooks contacts into HighLevel.

Checked against HighLevel’s help center on . HighLevel updates its interface often, so match the labels you see on screen.

DirectionWhat syncs
HighLevel to QuickBooksCustomers, created once a contact has activity in HighLevel
HighLevel to QuickBooksSales receipts for order form, subscription, membership checkout, and calendar payments, matched on contact email
HighLevel to QuickBooksInvoices once marked as sent, plus later changes to number, status, dates, totals, amount paid, and line item names
QuickBooks to HighLevelExisting and new contacts, with new ones arriving within 5 minutes
QuickBooks to HighLevelPast invoices, if you turn on the import toggle when you connect
QuickBooks to HighLevelA review request when a contact’s first invoice is paid in full

Connect QuickBooks

  1. 1In the sub-account, go to Settings, then Integrations
  2. 2Click QB Connect
  3. 3Turn on Import invoices if you want past QuickBooks invoices in HighLevel
  4. 4Leave the review automation on, or turn it off
  5. 5Log in with your QuickBooks credentials and accept all permissions

Limits to know

  • Draft invoices don’t sync. Only Sent, Pending, or Paid invoices reach QuickBooks.
  • Invoices created in HighLevel before you connect stay out of QuickBooks
  • Edits to imported QuickBooks invoices don’t sync in either direction
  • Accepting an estimate doesn’t create a customer in QuickBooks
  • The Invoice Paid workflow trigger ignores invoices paid in QuickBooks
  • If a sent invoice doesn’t reach QuickBooks, check that the customer exists there. HighLevel’s troubleshooting steps say to create it in QuickBooks first if it’s missing.

To stop the automatic review request, deselect “Send Review Requests for contacts” on the QuickBooks integration card. HighLevel’s QuickBooks article doesn’t list products or services among the data that syncs.

Want Help With This?

Learn it free

Sell More Academy runs free HighLevel training, including Tactical Walkthroughs that show each build on screen, and provides resources for doing the work yourself.

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Have us do it

Connecting QuickBooks and checking that invoices and payments land where your bookkeeper expects is part of our Setup work.

Sources

High Level Admins is an independent HighLevel service provider, not HighLevel’s official support team.

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