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!

How to Integrate QuickBooks

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

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Make sure to accept all permissions > hit the “connect” button

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