How to Connect QuickBooks to GoHighLevel and Automate Review Requests

Updated November 22, 2022

Managing contacts and invoice follow-ups across separate platforms creates gaps that cost agencies time and revenue. Connect QuickBooks to GoHighLevel to automatically sync contacts and queue review requests the moment an invoice is created.

The Quickbooks integration allows you to sync contacts and queue a review request if an invoice is created.

Step 1: Integrating Quickbooks

Navigate to Integrations, and locate the Quickbooks integration.
Click Connect.

You’ll be redirected to Intuit’s login page, where you can log in to Quickbooks.
Once logged in, you’ll be asked to “Connect” to allow Quickbooks information to be shared back into the system.
In the system, navigate back to Settings > Integrations, and you should now see Quickbooks is connected!

Step 2: Using Quickbooks

You can check the box under the Quickbooks integration to auto-send from Quickbooks.