- We have enhanced our existing QBO integration by automatically creating a sales receipt inside QB when a transaction is made inside GHL
- This is applicable for any payment processed via order forms, calendars, or subsequent subscription payments as well
- If a customer exists inside QBO with the same email id with which the transaction is processed, we will update the sales receipt corresponding to the same customer inside QB
- If customer is not present, we will create a new customer against the email id with which the transaction is processed
- Invoice payments will not generate a sales receipt inside QB as of now. We’re working on building an invoice sync which will create an invoice inside QBO as soon as an invoice is sent from inside GHL. This will be available as the immediate next release
- Businesses can connect their QuickBooks account by navigating to the sub-account Settings -> Integrations
- This will start working for businesses who already have their QBO account connected without any additional step requirement
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