Sync products and services with QuickBooks and Xero
planned
T
Ted Williamson
The ability to sync products with a client's accounting software to make it easier to select and create products for invoicing and proposals.
Log In
M
Mohamed Gad
2way Sync Products to google sheets
it will help clients to manage their products fast an easy without log into the system
also the ability to bulk actions for download or delete products inside the system
S
Sales & Marketing
planned
J
Julie Straub
Need to be able to connect for myself and clients GHL and Xero for better invoicing and accounting integration.
B
Benjamin Carrasco
Also expecting this option. Have several clients that could benefit greatly from it.
S
Sales & Marketing
Merged in a post:
When Syncing GHL invoice in QBO - sales tax is rolled into line item price
L
Liz Regan
When I export Highlevel invoices, it shows Item and Sales Tax separately. On the Highlevel invoice the sales tax is a separate line item. However, when integrated with QBO and sync occurs item and sales tax are combined on the invoice as one line item.
This creates an issue reporting sales tax accurately.
To correct the combination received in QBO requires manual editing in QBO for every invoice that is import/sync from Highlevel in order to show/report Sales Tax correctly. This is a definite show stopper and renders the 'integration of highlevel invoices' impossible. Its not clear why two separate amounts would be combined into 1 line item when sync'd with QBO.
S
Sales & Marketing
Merged in a post:
Quickbooks Tax Code Integration
A
Austin Hall
It would be great to use Quickbooks Tax Codes for Invoices so that Quickbooks recognizes the taxable sale separately from the taxes applied. Dubsado does this and it's helpful for our accountants to be able to view taxable vs. gross income.
J
Jeff Kelly
This is causing our clients to stop using GHL for payments very early in the relationship and move back to Quickbooks, Honeybook, Dubsado, etc for collecting customer payments
O
Oliver Cordingley
Think this was marked as In Progress in another thread not long before you posted this - hopefully not long now!