Integrations with Accounting platforms such as Xero and Quickbooks Online
closed
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Ted Williamson
With so many using Xero and Quickbooks online for sales, products and services, client list, etc. There should be a 2 way integration between sales, with products and services, taxes, and clients. You should be able to build an invoice in HL and select the product and services, assign that to a client, and it track in both systems.
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Sales & Marketing
closed
Quickbooks integration is currently available and Xero integration is planned in the coming quarter tentatively. Closing this idea and let's make use of individual ideas required in the integration for QBO
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Wafiq Zulfikar
Sales & Marketing Hi, today is 31st March 2024. Xero integration tentatively should be available by now right? (as you said coming quarter).
May we know current update and what are we waiting for as for now :)
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Ted Williamson
Sales & Marketing it was a suggestion that impacted both QBO and Xero. To integrate contacts and products and services. Not just for QBO. Accounting platforms in general. Currently, the integration is just when we sell something in GHL it shows up in QBO. I was suggesting a deeper integration with multiple platforms. Integration with contacts especially, so we can have real time client lists, and update the list in GHL and the platforms as things happen. Such as tags (i.e. active/inactive/etc.),
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Omer S
Its 2025 and still no xero integration....
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Damian Sutton
For Australian and Asian market, Xero integration would be very useful.
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Jay Mojo Cornelius
Please upvote this one also as it relates to keeping track on inventory on quickbooks
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Kaysie Nielson
Most of my contractors use Quickbooks, would love for the integration to be just a built out as the one for Stripe.
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B Alexander Ingram
I agree, when is there going to be integration of the invoice from GHL to QB. It is quite challenging that they are not connected and you cannot see invoices created in GHL in QB. I have several invoices in GHL and they sync with Stripe, but there is no way to get that same invoice in QB so you can track payments on these invoices.
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Yousef Ahmad-OW
hope this feature will be available soon
Core Platform
Merged in a post:
Match Contacts in HighLevel to Quickbooks Invoices
g
greg@twocatsdigital.com
For anyone who is running a revenue share campaign with a client, and you want to show exactly how much revenue your leads brought it. There would be a feature which would automatically match up Quickbooks Invoices to Contacts with the same name, website, or address. That value from Quickbooks would bet passed back and you could just pull a report in Contacts that would have the value from Quickbooks automatically associated with it.
HIGHLVL-I-1627
Core Platform
Merged in a post:
With a quickbooks integration, can we use their payment processor
c
charlesbrasel@yahoo.com
Would make life a lot easier if we could integrate with Quickbooks payment processor. We could create contact, bill, acccept recurring payments including tax, have monies present for taxes, etc. Some oof this is available with zapier but QB doesnt have urls to insert for products/memberships
HIGHLVL-I-2634
Core Platform
Merged in a post:
More QuickBooks Features
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Taylor Coffin
Currently, the QuickBooks integration is lacking some features. From what I understand, all it currently does is:
- send review request once an invoice is paid (SMS only, no email)
- Import new contacts that are added in QB into HL (but only phone and email for some reason, not names, at least in my case)
It would be great to be able to at least customize the review request automation for QuickBooks to send an email along with SMS.
It would also be awesome to have QB options as workflow triggers and include a way to turn off the current automated SMS review request so we could create our own workflow.
J
Jummp Marketing
This feature alone is why jobber gets chosen over GHL for contractors. That's what i've found atleast
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