QuickBooks Online and GoHighLevel integration
QuickBooks Online and GoHighLevel, one contact list
CRM Connector keeps GoHighLevel contacts and QuickBooks Online customers the same both ways, and brings GoHighLevel invoices into QuickBooks, or turns each won opportunity into a draft invoice instead. Leads come in through GoHighLevel, invoices go out from QuickBooks, and nobody types a customer twice.
- Private Integration Token for GoHighLevel
Contacts both ways, invoices one way into QuickBooks
At a glance
Contacts stay the same on both sides, and GoHighLevel invoices, or won opportunities as draft invoices, arrive in QuickBooks Online.
What syncs
- ContactsBoth ways
- Invoices from GoHighLevelOne way
- Won opportunities into draft invoicesOne way
Good to know
- International phone format
The first round may reformat a QuickBooks number once.
- Invoices one way
GoHighLevel invoices go into QuickBooks; no appointments between these two.
How it runs
Both ways or one way, your choice
Per record type you choose both ways or one way. With both ways on, you pick whether QuickBooks Online or GoHighLevel leads when the same record changed in both since the last sync.
Options for QuickBooks Online and GoHighLevel
- Everyone, customers only or leads only
Record by record
What syncs between QuickBooks Online and GoHighLevel
Which QuickBooks Online field matches which GoHighLevel field, and what each change does.
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 nameBoth waysBusiness name
- CountryWhen createdCountry
- Billing address line 2Only in QuickBooks OnlineNot in GoHighLevel
- Not in QuickBooks OnlineOnly in GoHighLevelSource
- Has paid invoicesEach works it outContact type
It happens in QuickBooks Online, then in GoHighLevel
A new contact
Looked for in GoHighLevel with its own duplicate check, email first, then phone, and updated when found.
Name, company, email, phone or address changes
The same change is made to the GoHighLevel contact on the next sync.
A contact without email or phone
Not written into GoHighLevel: GoHighLevel needs an email address or a phone number on every contact.
- QuickBooks has no tags: the GoHighLevel tag filter decides which GoHighLevel contacts go into QuickBooks, and on a two way sync every QuickBooks customer comes back.
- Tags, off until you switch them on: a GoHighLevel contact gets "customer" once the QuickBooks customer has paid an invoice and "overdue" while one is past due.
FAQ
Questions about QuickBooks Online and GoHighLevel?
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.
CRM Connector:
- Keeps contacts in step both ways
- Carries GoHighLevel invoices into QuickBooks Online with their payments
- Can turn a won opportunity into a draft invoice
- Can tag a GoHighLevel contact once they paid or while an invoice is overdue
Run only one of the two for the same invoices, or a sale may be billed twice.
Ask your AI assistant
Ask ChatGPT or Claude about QuickBooks Online and GoHighLevel
CRM Connector works inside ChatGPT and Claude. Ask in plain words and get the answer for your own setup, including a link that opens it ready to start.
Get started
Ready to connect QuickBooks Online and GoHighLevel?Start your 7 day free trial
Sign in to QuickBooks Online and GoHighLevel, pick which one leads or sync one way, confirm what syncs, and watch the first sync run.