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A
Anamaria-Salguero
March 14, 2025
Question

GHL help please

  • March 14, 2025
  • 1 reply
  • 0 views

I need help figuring out how to get QB to talk to GHL and back. I spoke to GHL and they indicated that this is a QB issue.

    1 reply

    C
    ClaireSamanthaS
    March 14, 2025

    I appreciate your post in the Community, Ana. To better assist you with your concerns about QuickBooks Online (QBO) and GoHighLevel (GHL), can you please provide more details regarding the specific issues you are facing with these platforms? Detailed information will enable us to thoroughly investigate and resolve your concerns.

     

    If you require immediate assistance and we're still gathering details, please don't hesitate to contact our live support team. I will show you how:

     

    To contact support, please follow these steps:

     

    1. Sign in to your account and access the Help menu.
    2. Click on Contact Us from the Search tab.
    3. Enter a brief description of your issue.
    4. Choose your preferred method to connect with support.

     

    I will provide a link to an article outlining our Customer Support Team's availability hours for your reference: Get help with QuickBooks products and services.

     

    Additionally, you can utilize this article for guidance on managing and navigating your QuickBooks Online (QBO) account: How-to video center.

     

    I am here to help with any QBO-related questions or clarifications you have. Just tag me in your post or hit the Reply button below, and I will be glad to assist you.

     

    Disclaimer: I've updated my response to offer more clarity on giving details on how to contact the Support Team.

    A
    Anamaria-SalgueroAuthor
    March 19, 2025

    It seems that there is no easy way to integrate the information from QuickBooks onto GHL; it works somewhat from GHL to QB; for instance, I create an invoice in GHL - add a line with a 20% discount, and hit "send" -- invoice is created in QB with totals - no mention of the 20% discount; so prices are adjusted to reflect the discount, but are not tracked properly; in addition; it does not produce the payment link necessary to pay through QB.

    If I create the invoice in QB, it creates the link I need, it tracks the discounts as it should, but it will not transfer the information back to GHL.

    I can technically create a "payment link" in QB and then paste it to the invoice created in GHL, and then manually adjusting the prices in the QB invoice to reflect as it should.  However, that makes absolutely no sense; rendering the automation process useless, because I need to recreate one onto the other platform, manually, every time, either way.

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