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Quickbooks Integration With HighLevel

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

Step 1: Integrating Quickbooks Into HighLevel

  • 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.

Do you want the HighLevel fast-track?

We bundled all the goodness we created for ourselves over the past 18 months into a complete training to sell more & retain clients longer with HighLevel®.

About HL Pro Tools

HL Pro Tools is the only white label HighLevel® support with a money back guarantee to help your agency sell more & retain clients longer.

Do you want the HighLevel fast-track?

We bundled all the goodness we created for ourselves over the past 18 months into a complete training to sell more & retain clients longer with HighLevel®.