First Steps
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      Connecting QuickBooks to GoSite

      Import your contacts from QuickBooks to GoSite, and export payment data from GoSite to QuickBooks

      GoSite's QuickBooks integration syncs your:

      • Contacts from QuickBooks to your Contact Hub

      • GoSite sales to your QuickBooks account

      • GoSite Invoices to your QuickBooks account

      This article will guide you through how to set up these QuickBooks integrations with GoSite.

      Note: The QuickBooks integration is currently only available for QuickBooks Online.


      Table of Contents:

      Syncing QuickBooks with GoSite

      1. Log in to GoSite on your computer.

      2. Click the profile icon in the top right corner.

      3. Select "Manage My Business."

      4. Select "Integrations" under "Business Settings."

      5. Click the "SYNC WITH QUICKBOOKS" button.

      6. Check the boxes for each integration you would like set up:

        1. Checking "Sync Contacts to GoSite" pulls your customer list from QuickBooks into your GoSite Contact Hub. It will continue to sync each time you open GoSite.

        2. Checking "Sync Transactions to QuickBooks" will sync all GoSite Payments transactions that are marked as "Paid" with your QuickBooks account. They will appear in QuickBooks as invoices. Only transactions made after the integration was set up will sync.

        3. Checking "Sync Invoices to QuickBooks" will sync all GoSite invoices to QuickBooks except for those marked as "Processing." Paid invoices will appear as "Paid" in QuickBooks, and invoices with all other statuses will appear as "Overdue." Only invoices created after the integration was set up will sync.

          Note: If you don't have Payments set up yet, you will only see the option to sync your contacts. To set up Payments, check out Applying for the Payments Tool.

      7. Press the "Connect to QuickBooks" button.

      8. You will be prompted to log in to your QuickBooks account in a new window.

      9. Log in and follow the prompts to finish connecting your account.

      10. Once QuickBooks is connected, you will see the below icon in the Payments tool in the top right corner.

      Alternative ways to sync QuickBooks with GoSite

      From Contact Hub

      Open the Contact Hub and click the "Import" button in the top right corner. Select the QuickBooks icon. Follow the prompts.

      From Payments

      The "SYNC WITH QUICKBOOKS" button can also be found in the Payments tool in the top right corner. Click the button and follow the prompts.


      Disconnecting QuickBooks from GoSite

      1. Log in to GoSite on your computer.

      2. Click the profile icon in the top right corner.

      3. Select "Manage My Business."

      4. Select "Integrations" under "Business Settings."

      5. Click the "Disconnect QuickBooks" button.

       

      Still need help?

      Visit us at gosite.com to chat, or email us at help@gosite.com.