Two way
HighLevel starts the integration and changes made in QuickBooks Online flow back into HighLevel as well.
- You pick whether HighLevel or QuickBooks Online leads in a conflict
- Changes on either side travel
- Nothing bounces back and forth
CRM Connector Platform
QuickBooks Online and HighLevel, one contact list
Leads come in through HighLevel, invoices go out from QuickBooks Online. CRM Connector puts every HighLevel contact in QuickBooks as a customer and carries changes back, so the lead and the invoiced customer are always the same person.
- Private Integration Token for HighLevel
- Either system can lead
- 7 day free trial
Contacts, two way or one way
- Contacts
At a glance. Contacts stay the same on both sides. Below: which field matches which, and what every change does.
Your choice
Two way or one way
Keep both systems identical, or let one feed the other. You decide per record type.
One way
HighLevel feeds QuickBooks Online and QuickBooks Online changes stay in QuickBooks Online.
- HighLevel stays the source of truth
- QuickBooks Online always has the latest customers
- Switch to two way later
Fine tune it:Everyone, customers only or leads onlyEvery 30 minutes up to every 3 days
Record by record
What travels, and what each change does
Pick a record type and the system where a change starts. On the left, which field matches which and when it travels; on the right, what that change does on the other side.
Starts in
Fields- Given nameBoth waysFirst name
- Family nameBoth waysLast name
- Primary emailBoth waysEmail
- Primary phoneBoth waysPhone
- Billing address line 1Both waysAddress
- City, state, postal codeBoth waysCity, state, postal code
- Company nameWhen createdBusiness name
- CountryWhen createdCountry
- Billing address line 2Only in QuickBooks OnlineNot in HighLevel
- Not in QuickBooks OnlineOnly in HighLevelSource
- Has paid invoicesEach works it outContact type
It happens in QuickBooks Online, then in HighLevel
A new contact
Looked for in HighLevel with its own duplicate check, email first, then phone, and updated when found. A phone number that belongs to somebody with another email is left off the new contact, so two people are never merged.
Name, email, phone or address changes
The same change is made to the HighLevel contact on the next sync.
A contact without email or phone
Not written into HighLevel: HighLevel needs an email address or a phone number on every contact.
- HighLevel connects with a Private Integration Token you create in HighLevel under Settings, Private Integrations, together with your Location ID.
- Only contacts carrying one of the tags you choose can travel, if you want: a HighLevel tag filter is available on the integration.
How a sync runs
One sync, step by step
What happens every time the integration runs, in the order it really happens. Pick which system leads and watch the records move.
Which system leads?
Connections
CRM
Step 1 of 7
Both connections are checked
Credentials for QuickBooks Online and HighLevel are checked and sign in tokens refreshed automatically. If a connection was removed on either side, the integration pauses and you get one message with a reconnect button.
Conflicts
When both sides changed the same record
- For each two way record type you choose whether QuickBooks Online or HighLevel leads. The leading side always runs first in a sync.
- It only matters when the same record changed in both systems between two syncs. Every other change simply travels.
- A record is never moved backwards by a sync: a paid invoice is not reopened, a decided quote is not undecided.
Between two syncs
The phone number of the same contact is changed in both systems
Leading system
+1 415 555 0101+1 415 555 0199Two different values. Run the sync to see which one both systems end up with.
Good to know
What is particular to this pair
What holds for QuickBooks Online or HighLevel on its own is on its own page.
- HighLevel starts the integration
- It can only be the source; QuickBooks changes still flow back.
- Company and country on create
- Later changes stay where they were made.
- International phone format
- The first round may reformat a QuickBooks number once.
- Contacts only
- No invoices or appointments between these two.
FAQ
Questions about QuickBooks Online and HighLevel?
Every answer below is true for the app as it runs today. If something is not covered, ask us and we will answer in plain words.
- Can I sync HighLevel and QuickBooks Online both ways?
- Yes. HighLevel starts the integration, and on a two way route changes made in QuickBooks flow back into HighLevel.
- How does HighLevel connect?
- With a Private Integration Token you create in HighLevel under Settings, Private Integrations, plus your Location ID. No password is stored.
- Can I sync only some HighLevel contacts?
- Yes. Choose tags on the integration and only contacts carrying one of them travel, or sync only customers or only leads.
- Why was a contact not written into HighLevel?
- HighLevel needs an email address or a phone number on every contact. A contact with neither is shown in Activity with that reason.
- Are invoices synced?
- No. Between HighLevel and QuickBooks Online the platform syncs contacts.
- Will it create duplicates?
- No. Before anything is created in QuickBooks Online or HighLevel, the platform looks for the same record first and updates that one instead. Records synced before stay linked.
- What if the connection to QuickBooks Online or HighLevel drops?
- The platform notices on the next sync, pauses the integration and sends you one message with a reconnect button. Reconnecting takes one step, and syncing picks up where it left off without creating anything twice.
- How often does it sync?
- From every 30 minutes up to every 3 days, depending on your plan. Every plan includes a 7 day free trial.
Ready to connect QuickBooks Online and HighLevel?Start your 7 day free trial
Sign in to QuickBooks Online and HighLevel, pick which one leads or sync one way, confirm what syncs, and watch the first sync run.