Sound familiar?
What businesses running sales in GoHighLevel and books in QuickBooks tell us before a project starts.
- We take payments in HighLevel and someone re-enters each one in QuickBooks.
- QuickBooks has customers spelled three different ways.
- The bookkeeper asks every month which HighLevel payments were refunds.
- Each sub-account bills separately and the books never line up.
- We don't know which invoices in QuickBooks came from which funnel.
What we build
Each one is a working piece you can open and check when it's done.
Customers matched first
HighLevel contacts become QuickBooks customers only when they buy, matched by email and name so existing records are reused.
QuickBooks, Xero and HubSpot integrations GoHighLevel setupInvoices and payments
HighLevel invoices, orders and payments post to QuickBooks with the items, accounts and tax codes you name, and payments are applied to the right invoice.
QuickBooks, Xero and HubSpot integrations GoHighLevel setupRefunds and processor fees
Refunds post against the original sale and processor fees go to an expense account, by rules written down before they are built.
QuickBooks, Xero and HubSpot integrations Stripe integration and billingSeveral sub-accounts
Each HighLevel sub-account can post to its own QuickBooks company, or to one company with a class or location per sub-account.
GoHighLevel setup API integrations and data syncAlerts when a record fails to post
A missing item, a duplicate customer or an unmatched tax code goes to email or Slack with the cause, and can be replayed once it is repaired.
n8n, Make and Zapier automationHandover notes
You receive plain notes on the mapping and how to change a rule, so your bookkeeper is not waiting on us for small edits.
API integrations and data syncThe two tools: GoHighLevel, QuickBooks.
Also connected on request: GoHighLevel, QuickBooks Online, Stripe, Slack, Gmail.
Example projects
Illustrations of the shape of the work, not past clients. Yours gets its own written scope.
Example project
Coaching payments in the books
Example: a coaching business sells programs through HighLevel funnels and wants each payment in QuickBooks under the right program item.
HighLevel webhooks, QuickBooks Online APIExample project
One company, many locations
Example: a med spa group runs a HighLevel sub-account per location and wants all sales in one QuickBooks company, split by location class.
HighLevel API, QuickBooks Online classesExample project
Payment plans tracked
Example: a home services company takes deposits and payment plans in HighLevel and wants each instalment applied to one QuickBooks invoice.
HighLevel payments, QuickBooks Online API, Slack alertsQuestions people ask first
Isn't there already a native connector or app for this?
Connectors for GoHighLevel and QuickBooks exist, and for some businesses they are enough. We check yours first. If it fits, we set it up properly. If its limits are the problem, we build around them.
Will it change our existing data?
Only in the ways agreed. We test against a copy or a test account first and compare the results with yours before anything touches the live QuickBooks.
Who owns what you build?
You do. It runs in your own GoHighLevel and QuickBooks accounts, and the notes we hand over explain how to change it.
How do we start?
Tell us what you sell through HighLevel and how your bookkeeper records it today. We reply with questions or a written scope.
Tell us what you need built.
Email a few lines about what you want and which tools you use, or call. We reply with questions or a written scope.
hello@pushbuild.com