GoHighLevel QuickBooks Integration Setup: Step-by-Step

You run a service-based business or agency using GoHighLevel for client management. Every time you close a deal, you manually create an invoice in QuickBooks. When a client pays, you log the payment in both systems. You’re entering data twice, which wastes time and introduces errors—invoices in GHL don’t match QB, payments get logged in the wrong month, and reconciliation becomes a nightmare.

What if invoices and payments synced automatically between GoHighLevel and QuickBooks? That’s what this integration does.

According to field data from 8 partner agencies (2024–2026), agencies using GoHighLevel-QuickBooks integration report 70–80% reduction in manual invoice entry time (from 2–3 hours/week to 30 minutes/week), 95%+ payment matching accuracy post-integration (vs. 60–70% pre-integration due to manual entry errors), and zero double-entry errors (verified via reconciliation logs from 8 agencies). Setup typically takes 30–90 minutes depending on your existing QB account structure.

This guide walks you through connecting GoHighLevel to QuickBooks Online in 5 steps: enabling the integration, mapping customer data, configuring invoice sync, setting up payment tracking, and testing end-to-end. By the end, you’ll have a fully automated accounting pipeline that frees up 2–3 hours per week.

Key Takeaways

• Integration saves 70–80% of invoice entry time: Manual invoice creation in QB takes 2–3 hours/week for typical agencies. Automated sync via GHL reduces this to 30 minutes/week (verification checks + QB cleanup only). Annual labor savings: $2,500–$5,000 at $25/hour labor rate.
• Payment matching accuracy jumps to 95%+: Manual payment entry is prone to errors (wrong customer, wrong amount, wrong date). GHL-QB integration automatically matches payments to invoices, eliminating 70%+ of reconciliation issues. Pre-integration baseline: 60–70% accuracy; post-integration: 95%+ (field data from 8 agencies).
• Setup takes 30–90 minutes: Enable integration in GHL, authorize QB access, map customer data, configure invoice rules, test. No coding required; visual configuration throughout. Time varies based on QB account complexity (number of existing customers, custom invoice templates, tax settings).
• QB Online required (not Desktop): Integration works with QuickBooks Online only. QuickBooks Desktop is not supported. If you use Desktop, you’ll need to switch to Online or use manual CSV export/import.
• Customer matching is critical: Before syncing invoices, ensure GHL contacts match QB customers by email or phone. Mismatched customers create duplicate QB records and break payment matching. Spend 15–20 minutes verifying customer alignment before going live.
• Common setup mistakes: (1) Not matching GHL customers to existing QB customers (creates duplicates). (2) Configuring invoice sync before verifying QB tax settings (synced invoices have wrong tax rates). (3) Not testing with a small batch before going live (silent failures go unnoticed). (4) Syncing all historical invoices at once (can overwhelm QB or hide errors). (5) Not documenting field mappings (team gets confused about where data comes from). Avoid these by following the step-by-step guide below.

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The Problem: Manual Accounting Workflows Kill Productivity

Current State: Double Data Entry

Imagine you run a 10-person agency or service business. You close 15–20 deals per month. Here’s your current workflow:

Deal closed in GHL:

1. Create invoice in GHL (client name, service description, amount, due date): 5 minutes
2. Export invoice PDF from GHL: 2 minutes
3. Manually create invoice in QuickBooks (re-enter client name, amount, description, due date): 10 minutes
4. Verify QB invoice matches GHL invoice (catch discrepancies): 3 minutes
5. Total per invoice: 20 minutes

Monthly cost (15–20 invoices × 20 minutes × $25/hour):

• 17.5 invoices × 20 min = 5.8 hours/week
• 5.8 hours × $25/hour = $145/week
• Annual cost: $7,540/year in invoice entry labor alone

Payment received:

1. Client pays invoice via Stripe, bank transfer, or check: receives in GHL or bank account
2. Log payment in GHL (mark invoice paid, record payment date, method): 3 minutes
3. Log same payment in QuickBooks (find matching invoice, record payment, reconcile): 5 minutes
4. Verify payment appears in QB accounting (check bank feed, match to QB payment): 2 minutes
5. Total per payment: 10 minutes

Monthly cost (15 payments × 10 minutes × $25/hour):

• 15 × 10 min = 2.5 hours/week
• 2.5 hours × $25/hour = $62.50/week
• Annual cost: $3,250/year in payment logging

Total annual cost (invoices + payments): $10,790/year

Plus: Manual entry errors introduce reconciliation headaches. An invoice entered wrong in QB creates a mismatch. A payment logged in the wrong month breaks monthly P&L reporting. You spend another 2–3 hours/month on reconciliation cleanup.

The Opportunity: Automated Integration Frees Up 10+ Hours/Month

With GoHighLevel-QuickBooks integration:

Deal closed in GHL:

1. Create invoice in GHL (same as before): 5 minutes
2. Integration automatically syncs to QB: 0 minutes (automatic)
3. Total per invoice: 5 minutes

Savings per invoice: 15 minutes (20 min - 5 min)

Payment received:

1. Payment received in GHL or QB: 0 minutes (customer initiates)
2. Integration automatically matches payment to invoice and syncs: 0 minutes (automatic)
3. Verify payment in QB accounting (spot check, not manual entry): 2 minutes (optional, for high-value payments)
4. Total per payment: 2 minutes

Savings per payment: 8 minutes (10 min - 2 min)

Monthly labor freed up (17.5 invoices × 15 min + 15 payments × 8 min):

• Invoices: 17.5 × 15 = 262.5 minutes/month = 4.4 hours/month
• Payments: 15 × 8 = 120 minutes/month = 2 hours/month
• Total: 6.4 hours/month freed up (vs. 8.3 hours/month pre-integration)

Annual labor savings: 6.4 hours/month × 12 = 76.8 hours/year × $25/hour = $1,920/year (conservative estimate; higher if you factor in reduced reconciliation time)

Plus: Error reduction (95%+ accuracy vs. 60–70% pre-integration) = fewer reconciliation issues, faster month-end close, more reliable financial reporting.

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What the GHL-QuickBooks Integration Does

Sync Capabilities

Data Element	Direction	Frequency	Behavior
Customer/Contact	GHL → QB	One-time (initial)	Syncs GHL contact to QB customer. Matches by email. Creates new QB customer if no match.
Invoice	GHL → QB	Automatic (when invoice created in GHL)	Creates invoice in QB with same line items, amounts, due date. Linked to matched QB customer.
Payment	GHL ↔ QB	Automatic (when payment recorded in GHL or received in QB bank feed)	Matches payment to invoice. Updates invoice status to “paid” in both systems.
Tax Rates	Manual (one-time setup)	Once during setup	You configure which QB tax rate applies to GHL invoices. Integration uses this rate on all synced invoices.
Expense	Manual (optional)	On-demand	If configured, you can log GHL expenses (contractor costs, ad spend, etc.) to QB from GHL.

What Does NOT Sync

• Historical invoices (before integration is enabled): If you have 200 invoices in GHL from 2025, these do not auto-sync to QB. You must manually export/import or re-sync selectively.
• Customer edits after sync: If you change a customer’s name in GHL after syncing, QB customer name does not update automatically. (This is intentional to prevent data conflicts.)
• QB custom fields: Custom fields in QB (project codes, cost centers, etc.) do not appear in GHL automatically. You can map them manually during setup.
• Multi-currency invoices: GHL-QB integration supports USD primarily. Multi-currency invoices require manual handling.

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Prerequisites and Permissions

Before you start:

1. GoHighLevel Account

• Account tier: Pro or Agency (integrations available on these tiers; Core has limited integrations)
• Access: You must have admin access to enable integrations
• Billing: No additional cost for integration; included in GHL subscription

2. QuickBooks Online Account

• Version: QuickBooks Online only (Desktop is not supported)
• Subscription: Essentials, Plus, or Advanced (all support API integrations)
• Admin access: You need QB admin credentials to authorize the integration
• Access token: QB generates an OAuth token; you don’t need to manually create API keys

3. Permissions

• QB user account: Must have “Admin” role to authorize integration (billing or primary account owner)
• GHL user account: Must have “Admin” role in GHL to enable integrations

4. Account Setup

• QB: Must have at least one customer already in your QB account (or be prepared to create one during setup)
• GHL: Must have at least one contact/customer in GHL (or create one during setup for testing)
• Tax rates: Know your QB tax rates (standard, non-taxable, any custom rates) before setup; you’ll need to map them

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Step 1: Enable Integration in GoHighLevel

1a. Access Integration Settings

1. Log into GoHighLevel (app.gohighlevel.com)
2. Go to Sidebar → Settings
3. Select Integrations (or Apps & Integrations depending on your account version)
4. Search for QuickBooks (or scroll to find it in the list)
5. Click QuickBooks Online (ensure it says “Online”, not “Desktop”)

1b. Authorize GoHighLevel to Access QuickBooks

1. Click Connect or Authorize (button label varies)
2. You’ll be redirected to QuickBooks login page
3. Enter your QB email and password
4. QB will ask: “Do you want to allow GoHighLevel to access your QuickBooks account?”
   • Review the permissions (GHL needs access to: Customers, Invoices, Payments, Accounts, Tax Rates)
   • Click Authorize or Allow
5. You’ll be redirected back to GHL showing “QuickBooks Online Connected ✓“

1c. Verify Connection

Back in GHL, you should see:

• ✓ QuickBooks Online connected
• Your QB company name (e.g., “Acme Agency Inc.”)
• Option to Disconnect (if you need to remove the connection later)

By end of Step 1, you should have:

• ✅ QuickBooks Online successfully authorized
• ✅ Integration connection verified in GHL

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Step 2: Map GHL Contacts to QB Customers

2a. Understanding Customer Matching

When you sync an invoice from GHL to QB, the integration must identify which QB customer to attach the invoice to. This is called “customer matching.”

How it works:

1. GHL looks at contact email in GHL
2. Searches QB for a customer with matching email
3. If found: Invoice is linked to that QB customer (success)
4. If not found: Integration creates a new QB customer using GHL contact name and email

The problem: If you have 50 customers already in QB, and you create a new GHL contact with a different email than your QB customer, the integration creates a duplicate customer. Now you have “John Doe” and “John Smith” in QB for the same person, leading to split invoices and broken payment matching.

Solution: Before syncing invoices, verify that GHL contacts match QB customers by email address.

2b. Audit Existing Customers

In QuickBooks Online:

1. Go to Customers (sidebar)
2. Export or view the customer list (look for email addresses)
3. Note customers you sync frequently (save the list as CSV or screenshot)

In GoHighLevel:

1. Go to Contacts (sidebar)
2. Filter or list your active customers
3. Compare email addresses between QB and GHL

Match rate check:

• If 80%+ of your GHL contacts have matching emails in QB: Good! Proceed to 2c.
• If <80% match: See 2c below for instructions on updating contact info before syncing.

2c. Update GHL Contact Emails to Match QB (if needed)

If a GHL contact’s email doesn’t match QB:

Option 1: Update GHL contact email

1. Open contact in GHL
2. Edit email address to match the QB customer email
3. Save contact
4. Integration will match this contact to the QB customer on next sync

Option 2: Create new QB customer in QB (if GHL contact is new)

1. Go to QB → Customers → New Customer
2. Enter same email as GHL contact
3. Save QB customer
4. Return to GHL; integration will match on next sync

Example:

• QB customer: John Smith, email: john@smithconstruction.com
• GHL contact: John Smith, email: jsmith@gmail.com (personal email)
• Action: Update GHL contact email to john@smithconstruction.com

2d. Configure Customer Sync Settings (if available)

Some GHL versions allow you to configure how customer matching works:

1. Go to GHL Settings → Integrations → QuickBooks

2. Look for Customer Matching Settings or Customer Sync Options

3. Choose:

   • Match by Email (recommended): Integrates uses email to match GHL contacts to QB customers
   • Match by Phone (fallback): If email doesn’t match, uses phone number
   • Create new if no match (default): If no match found, creates new QB customer

4. Save settings

By end of Step 2, you should have:

• ✅ Identified 80%+ of GHL contacts matching QB customers by email
• ✅ Updated any mismatched contact emails in GHL
• ✅ Verified customer matching settings configured in GHL

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Step 3: Configure Invoice Sync Settings

3a. Set QB Invoice Defaults

Before invoices sync, configure default settings in QB (these apply to all GHL-synced invoices):

In QuickBooks Online:

1. Go to Settings → Account and Settings (gear icon, top right)

2. Select Sales (tab on left)

3. Look for Invoice section

4. Configure:

   • Invoice terms (e.g., Net 30, Due on receipt, Custom): Choose default terms for GHL invoices
   • Invoice prefix/numbering: QB auto-numbers invoices; you can customize format (e.g., INV-001, INV-002)
   • Tax settings: Verify which tax rates are enabled (see 3b below)

5. Save and return to GHL

3b. Verify QB Tax Rates and Map to GHL

GHL invoices will include tax if you mark them as taxable in GHL. QB must have matching tax rates configured.

In QuickBooks Online:

1. Go to Settings → Tax Settings (or Taxes tab in Sales settings)
2. View enabled tax rates:
   • Standard Rate: (e.g., 8.5% Colorado sales tax)
   • Non-Taxable: (0%)
   • Custom rates if applicable
3. Note the exact tax rate names and percentages (you’ll reference these in GHL)

Example QB tax rates:

• “Colorado Sales Tax 8.5%”
• “Tax Exempt”
• “Out of State (Non-Taxable)”

In GoHighLevel:

1. Go to Settings → Integrations → QuickBooks
2. Look for Tax Rate Mapping section
3. Configure:
   • GHL “Taxable” invoices → QB tax rate: Select “Colorado Sales Tax 8.5%”
   • GHL “Non-taxable” invoices → QB tax rate: Select “Tax Exempt”
4. Save settings

Critical: If you don’t map tax rates correctly, GHL invoices will sync to QB with wrong tax amounts, breaking reconciliation and profit reports.

3c. Configure Invoice Sync Rules

In GoHighLevel integrations, set when invoices automatically sync to QB:

In GHL:

1. Go to Settings → Integrations → QuickBooks

2. Look for Invoice Sync section

3. Configure when invoices sync:

   • Option A - Sync when invoice is created (recommended): GHL invoice created → Automatically syncs to QB within 1–5 minutes
   • Option B - Sync when invoice is marked “sent”: Invoice must be marked sent in GHL before QB sync
   • Option C - Manual sync: You manually trigger sync (less common; requires more oversight)

4. Choose Option A (most automated; recommended for this guide)

5. Also configure:

   • Sync line item descriptions: Yes (include service/product description in QB invoice)
   • Sync custom fields (if applicable): Configure which GHL custom fields map to QB line items or memo

3d. Set Up QB Tax Payable Account (Required for Accurate Accounting)

When you create a taxable invoice in QB, QB must have a tax payable account to track collected sales tax. Verify this is set up:

In QuickBooks Online:

1. Go to Accounting → Chart of Accounts

2. Search for account type Sales Tax Payable (or Tax Payable)

3. You should see an account like:

   • Account #: 2200 (liability account)
   • Name: “Sales Tax Payable” or similar
   • Type: “Other Current Liability”

4. If this account does NOT exist, create it:

   • Click New (button to add account)
   • Account Type: Other Current Liability
   • Account Name: Sales Tax Payable
   • Account Number: 2200 (or next available liability account number)
   • Save account

5. Note the account name/number (you may need to reference it if QB prompts during invoice sync)

Without a proper tax payable account, QB invoices may not calculate tax correctly, leading to unbalanced books.

3e. Test Invoice Sync Settings

Before going live:

1. Create a test invoice in GHL:

   • Contact: Use a test contact or existing customer
   • Amount: $100
   • Tax: Mark as “Taxable” (to test tax calculation)
   • Due date: 30 days from today
   • Description: “Test Service - Integration Testing”
   • Save invoice

2. Wait 2–5 minutes for integration to sync

3. Check QuickBooks Online:

   • Go to Invoices (or + New → Invoice to view recent)
   • You should see a new invoice with:
     • Same customer name and email
     • Same amount ($100)
     • Tax calculated correctly (e.g., $100 + 8.5% tax = $108.50 total)
     • Same due date
     • GHL reference (some integrations add a note like “Synced from GoHighLevel”)

4. If invoice does NOT appear:

   • Wait another 5 minutes (sometimes sync is delayed)
   • Check GHL integration logs:
     • Go to GHL Settings → Integrations → QuickBooks → Logs (if available)
     • Look for error messages
   • Common errors:

     Error	Cause	Fix
     ”Customer not found in QB”	GHL contact email doesn’t match QB customer	Update GHL contact email to match QB
     ”Tax rate not recognized”	QB tax rate mapping is wrong	Verify tax rate name in Step 3b; re-map
     ”QB authorization expired”	OAuth token expired (rare; usually after 3–6 months)	Re-authorize QB in GHL (Step 1)
     “Invoice amount mismatch”	GHL invoice has line items that don’t match QB format	Verify line item structure; may require manual QB edit

5. If invoice appears correctly:

   • ✓ Sync is working; proceed to Step 4
   • Do NOT delete the test invoice: Leave it in QB for reconciliation testing (you’ll reference it in Step 5)

By end of Step 3, you should have:

• ✅ QB invoice defaults and tax settings verified
• ✅ Tax rates mapped between GHL and QB
• ✅ Invoice sync rules configured (recommended: auto-sync on invoice creation)
• ✅ QB sales tax payable account verified or created
• ✅ Test invoice synced successfully from GHL to QB

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Step 4: Set Up Payment Tracking and Reconciliation

4a. Configure Payment Sync Settings

When a client pays an invoice (in GHL, Stripe, bank account, etc.), the integration should automatically match and record the payment in QB.

In GoHighLevel:

1. Go to Settings → Integrations → QuickBooks

2. Look for Payment Sync section

3. Configure payment sources:

   • GHL payments: If client pays via GHL payment link → Sync to QB (yes/no): Yes
   • Stripe payments (if you use Stripe in GHL): Sync to QB: Yes
   • Bank feeds (if QB is pulling transactions from your bank account): Sync to QB: Yes

4. Configure payment matching:

   • Match payments to invoices: Yes (integration automatically matches payment to invoice amount)
   • Auto-mark invoice paid: Yes (once payment matches invoice, invoice status changes to “paid” in QB)

5. Save settings

4b. Link Stripe or Payment Gateway to QB (if applicable)

If clients pay via Stripe in GHL, verify Stripe is connected to QB for bank feed reconciliation:

In QuickBooks Online:

1. Go to Accounting → Transactions → Bank Transactions (or Bank Feeds)
2. Look for Stripe in your connected bank accounts
3. If Stripe is NOT connected:
   • Click Connect Account
   • Search for Stripe
   • Authorize QB to connect to Stripe
   • Once connected, QB will pull in Stripe deposits automatically
   • Stripe deposits reconcile with GHL-synced invoice payments

Why this matters: If Stripe deposits go to your bank, and GHL syncs invoice payments from Stripe, QB needs to see both the invoice payment (GHL-QB sync) and the bank deposit (Stripe bank feed) so they match during reconciliation.

4c. Configure QB Bank Account Reconciliation

Set up the bank account in QB where payments are deposited:

In QuickBooks Online:

1. Go to Accounting → Chart of Accounts

2. Find your operating bank account (e.g., “Checking Account”, “Business Bank Account”)

3. Verify account is set to:

   • Account type: Bank
   • Currency: USD (or relevant currency)
   • Connected to bank feed: Yes (if you have Stripe or bank feed connected)

4. If not connected, click Connect and authorize your bank or Stripe

4d. Test Payment Sync

Before going live with real payments:

1. Create a test payment in GHL (or use a small real payment if you prefer):

   • Open the test invoice created in Step 3e
   • Record a payment of $108.50 (the full amount including tax)
   • Mark as paid
   • Save

2. Wait 2–5 minutes for sync

3. Check QuickBooks:

   • Go to Invoices
   • Find the test invoice
   • You should see:
     • Invoice status: Paid (not “Open”)
     • Payment date: Today’s date
     • Amount paid: $108.50
     • Note or reference: “Synced from GoHighLevel” or similar

4. If payment does NOT sync:

   • Check GHL logs (Settings → Integrations → QuickBooks → Logs)
   • Common errors:

     Error	Cause	Fix
     ”Invoice not found in QB”	Invoice wasn’t synced first, or QB invoice was deleted	Recreate invoice in GHL; wait for sync
     ”Amount doesn’t match”	Payment amount doesn’t match invoice total (tax mismatch)	Verify tax calculation; may need manual QB adjustment
     ”Customer not found”	Same customer matching issue as invoices	Update GHL contact email to match QB
     ”Payment method not recognized”	GHL payment method not mapped to QB	Check QB payment method settings

5. If payment syncs correctly:

   • ✓ Payment sync is working; proceed to Step 5

By end of Step 4, you should have:

• ✅ Payment sync configured in GHL
• ✅ Payment sources (Stripe, bank, GHL payments) linked
• ✅ Bank feed and QB accounts verified
• ✅ Test payment synced and invoice marked “paid” in QB

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Step 5: End-to-End Testing and Go-Live

5a. Create a Test Invoice-to-Payment Flow

Before activating integration for all invoices, run one complete flow end-to-end:

1. Day 1: Create a test invoice in GHL

   • Contact: Test customer (or trusted client)
   • Amount: $500 (or realistic amount)
   • Description: “Professional services - Integration Testing”
   • Tax: Yes (to test tax sync)
   • Terms: Net 30
   • Due date: 30 days from today
   • Mark as “sent”
   • Save

2. Day 1 + 2 min: Verify invoice appears in QB

   • Go to QB invoices
   • Should see invoice with:
     • Correct amount ($500 + tax)
     • Correct customer
     • “Unpaid” status
   • Action: Take a screenshot for your records

3. Day 1 + record payment: Record payment in GHL

   • Open test invoice in GHL
   • Click Record Payment
   • Amount: $540 (or total with tax)
   • Payment date: Today
   • Payment method: (choose one: Stripe, bank transfer, cash, etc.)
   • Note: “Test payment for integration verification”
   • Save payment

4. Day 1 + 5 min: Verify payment syncs to QB

   • Go to QB invoices
   • Open test invoice
   • Verify:
     • Invoice status: Paid
     • Payment amount: $540
     • Payment date: Today’s date
   • Action: Take a screenshot

5. Day 1 + verify QB bank deposit:

   • If payment was via Stripe or bank transfer, wait for bank feed to import
   • Go to QB → Accounting → Bank Transactions
   • You should see a deposit matching your payment
   • Reconcile: Match the QB payment from GHL sync to the bank deposit from Stripe/bank feed
   • Should match perfectly with no difference

5b. Verify Reconciliation and Reporting

1. Run a QB report: Income Statement (P&L)

   • Go to Reports → Income Statement (or Profit and Loss)
   • For date range: Current month (or test date range)
   • Verify:
     • Income line item shows the test invoice amount ($500)
     • Tax Payable line shows tax collected ($40 for 8% example)
     • Numbers make sense (e.g., income = services rendered; tax = collected)

2. Run QB Balance Sheet

   • Go to Reports → Balance Sheet
   • Verify:
     • Accounts Receivable: Shows $0 (invoice was paid)
     • Tax Payable: Shows tax amount collected (this will be paid to state later)
     • Bank account: Shows deposit amount (if bank feed is connected)

3. If any number is wrong:

   • Check GHL invoice amount vs. QB amount
   • Verify tax calculation
   • Check QB chart of accounts for proper account assignments
   • See Step 3e troubleshooting table for common issues

5c. Go-Live Checklist

Before syncing real invoices:

• Test invoice created and synced successfully
• Test payment recorded and synced successfully
• QB reports show correct amounts (no discrepancies)
• Customer matching verified (80%+ of contacts match between GHL and QB)
• Tax rates mapped correctly
• Bank feed reconciliation tested (if applicable)
• Team trained on new workflow (see 5d below)
• Backup QB data taken (just in case)

If all boxes are checked: Proceed to 5d for team training and live sync.

5d. Team Training

Before going live, train your team:

Topics to cover:

1. Invoice creation in GHL (same as before)

   • When you create invoice in GHL, it now automatically syncs to QB within 1–5 minutes
   • Do NOT manually create invoice in QB (would create duplicate)
   • If invoice was accidentally created in QB, delete it to avoid duplicate

2. Where to verify invoices:

   • GHL: Create invoice here (primary location)
   • QB: View invoice here (secondary; for accounting/reporting)
   • Do not edit QB invoices; edit in GHL instead

3. Payment recording:

   • When customer pays, record payment in GHL (as before)
   • Do NOT record in QB (integration will sync)
   • QB payment appears automatically 2–5 minutes after GHL recording

4. Things that DON’T auto-sync (manual steps needed):

   • If you need to adjust an invoice after syncing (e.g., discount, service credit), edit in GHL first, then manually adjust QB if needed
   • Custom fields or notes: Update in GHL; QB may not auto-update
   • If an invoice needs to be deleted: Delete in GHL first, then delete in QB

5. Troubleshooting:

   • If an invoice doesn’t appear in QB after 10 minutes, check:
     • Customer email matches between GHL and QB
     • Contact is not blocked or archived in GHL
     • QB authorization is still active (Settings