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.
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S
Sales & Marketing
Merged in a post:
Create a 2-Way Sync for QuickBooks
S
Scott Reitz
There is currently no two way sync for quickbooks. Only GHL invoices go to Quickbooks. Many businesses use Quickbooks but want the reporting in their GHL account. Please add this feature to two way sync GHL with quickbooks so Quickbooks invoices appear in GHL.
D
Darrell Amy
What's the ETA for this?
J
Jenni Wallace
Really need this feature. All products are dumped into a "service" income account in QB. Need the product in GHL to be duplicated in QB so we have proper reporting at the product level. As well as proper sales tax calculations (see other thread on issues with sales tax)
K
Kamilah Harrison
Will there be a continuous fetch of new invoices created in QuickBooks to be automatically added to GHL? Currently, the QuickBooks invoices are only added during the initial integration. We want to see new invoices created in QuickBooks continuously added to GHL.
R
REMS SW
Any update on the 2-way sync process? Currently I create the invoices in GHL and then receive my income via Stripe Clearing to quickbooks. Is there a better way to handle this? I have a service business where the client pays $50 deposit to hold the appointment and the remainder of the invoice balance at the time of appointment. I need to have payment scheduling built into the invoice.
J
Jake Swenson
Yes. Invoice created - create in QB. Invoice paid - update in QB. ETA?
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Jodee Peevor
Jake Swenson this works already - i did it today :)
B
Ben Rutledge
We need unpaid invoices to also automatically sync from GHL into Quickbooks. You can't easily see accurate aging AR and have accurate P&L otherwise.
J
Jade Fickert
Yes, 100% needed. And products should be 2 way synced too.
R
Richard Andrew
and Xero, FreeAgent etc
C
Clifford Paulick
Would be nice to have tax and more automatically handled in QBO, like what happens with the Shopify Connector: https://www.youtube.com/watch?v=amNYIOJi3VQ
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