What's new?
- Import Invoices from Quickbooks: Seamlessly import all your invoices from QuickBooks during the initial connection.
How to Use?
- Go to Settings -> Integrations -> QuickBooks Connect
- Choose Import Elements:
- Import all previous Invoices with one toggle. Connect the quickbooks account that you want to
- Click Next to proceed.
- Set Sync Preferences: Configure settings like Send Review Requests to automatically gather feedback for completed invoices.
Your invoices and contacts will now be imported automatically into your Gohighlevel account for users to start using the system more seamlessly
Why We Built It?
- Centralizing invoice management.
- Save you time by automating data imports.
What’s Next?
- CSV Import for Invoices & Estimates: Soon, you’ll be able to upload invoices and estimates via CSV, giving you greater control over your data.