BooksCRM
The White-Label
QuickBooksIntegration
Built for GHL Agencies
Turn QuickBooks headaches into $200-500/month per client. White-
labeled, zero dev required.
Add $200-500/month per client: Turn QuickBooks headaches into recurring revenue
Scale without limits: Onboard unlimited clients without hiring data entry staff
Your brand, your profit: Clients see your logo, not ours - on everything
No QBO? No problem: We'll help your clients set up QuickBooks Online accounts (Certified Elite Partner)
Why clients gladly pay $200-300/month: Most businesses waste 10-15 hours monthly on manual entry ($500-750 of staff time). They'll gladly pay $200-300 to eliminate this and ensure zero errors.
50+ Agencies on Beta Waitlist
15+ Hours Saved Per Agency Weekly
Real-Time Sync
GoHighLevel
Auto Sync
QuickBooks
99%+
Accuracy
Under 30s
Sync Time
Every GHL Agency Owner
Knows This Pain
Every new client you sign means another QuickBooks setup, more manual
syncing, more admin overhead. You should be scaling your business, not
your data entry team.
Admin Work, Not Agency Work
You built a GHL agency to scale businesses, not to copy-paste data. Yet here you are, or worse - paying someone else $25/hr to do it.
Talent Waste
Client Calls You Don't Want
"Why don't my GHL deals show up in QuickBooks?" "Where's my invoice for last month's leads?" You're fielding QuickBooks questions instead of growing revenue.
Wrong Focus
Admin Work, Not Agency Work
Every new client you sign means another QuickBooks setup, more manual syncing, more admin overhead. You're scaling the wrong part of your business.
Can't Scale
Sound familiar? You're not alone.
Thousands of GHL agencies are trapped in this manual workflow. But there's a better way...
Automated GHL ↔ QuickBooks Sync That Actually Works
BooksCRM eliminates the manual bottleneck between your
sales system and QuickBooks. Every opportunity, every
status change, every revenue update—automatically synced throughout the day.
Instant Bi-Directional Sync
Changes in GHL instantly appear in QuickBooks, and vice versa.
Smart Field Mapping
AI-powered field mapping that understands your workflow.
Enterprise-Grade Security
Enterprise-grade security with advanced encryption.
BooksCRM Dashboard
✓ Connected: GoHighLevel Account
✓ Connected: QuickBooks Online
→ Syncing opportunity: "ABC Corp - $15,000"
✓ Created QuickBooks customer: ABC Corp
✓ Created QuickBooks invoice: INV-001
⚡ Sync completed under 30 seconds
Last sync: moments ago
● Online
Built for GHL Agencies,
Not Duct-Taped Together
We know GHL inside and out. We know QuickBooks inside and out. This isn't
another generic Zapier connection that breaks every month - it's purpose-
built for your exact workflow.
Bulletproof Sync That
Actually Works
Unlike Zapier connections that
break monthly and require
constant babysitting, our sync is
built specifically for
GHL→QuickBooks reliability. No
more "Why didn't this sync?"
panic calls from clients.
Sync completes under 30 seconds (no Zapier delays)
Automatic retry if GHL/QBO is temporarily down
Smart conflict resolution (no duplicate records)
Zero maintenance - set it and forget it
Multi-Account Support
Manage multiple GHL and QBO
accounts from a single
dashboard. Perfect for agencies
with diverse clients.
Unlimited connections
Client isolation
Bulk management
White-Label Portal
Branded client portals with your
logo and colors. Offer premium
automation services under your
brand.
Custom branding
Client dashboards
Your domain
Complete QBO Setup Service
Client doesn't have QuickBooks Online? We'll handle the complete setup as
an additional service. As a Certified QuickBooks Elite Partner, we'll set up
the right QBO plan, configure it properly, and integrate it with GHL seamlessly for a
one-time setup fee.
Elite Partner
Full Setup
Instant Integration
What Beta Users
Are Saying
Real feedback from GHL agencies joining our beta waitlist
"We were paying a VA $1,200/month just to copy GHL data into QuickBooks for our 18 clients. This automation pays for itself instantly and eliminates all the manual errors."
"I can charge each client $300/month for automated QuickBooks syncing. At $199 total cost for unlimited clients, this becomes a major profit center for our agency, not just a cost saver."
"Our Zapier broke 3 times last month, creating duplicate invoices and angry clients. We need something that actually works reliably - this beta can't come soon enough."
Security Focused
Bank-Level Security
High Reliability Target
24/7 Support
GHL Agency Pricing
One plan for GHL agencies. Unlimited clients, unlimited growth potential.
Agency Plan
Built for established GHL agencies
$199/month
Unlimited clients
Claim Your Beta Spot
Unlimited client accounts
White-label portal & branding
Volume discounts available at 20+ clients
GHL Marketplace integration
Priority support
Custom field mapping
Advanced automation rules
Profitability reports
API access
Dedicated onboarding
Managing fewer than 10 clients? Contact us for custom pricing
All plans include:
14-day free trial
No setup fees
Cancel anytime
High availability focus
Scale Without The Pain
You didn't build a GHL agency to become a data entry
service. Join 50+ agencies already in our beta and get
back to what you do best - growing businesses.
Pricing that scales with your agency (not against it)
Your domain, your logo - clients never see BooksCRM
Direct Slack access to our GHL integration team
Influence our roadmap - we build what agencies need
Complete QBO setup service (Certified Elite Partner)
VIP
Agency Pricing
20+
Client Minimum
50+
Beta Participants
High
Early Interest
Frequently Asked Questions
Everything you need to know about BooksCRM
Can I white-label this to my clients?
Absolutely! Our Agency plan includes complete white-labeling. Your clients will see your logo, your domain, and your branding throughout the entire experience. They'll never know BooksCRM exists.
My clients don't have QuickBooks. Can you help?
We're a Certified QuickBooks Elite Partner. We offer
complete QBO setup as a separate service - we'll set
up the right QBO plan for each client, configure it
properly, train them, and integrate it with GHL. This is
not included in the monthly plan but available at
competitive rates.
How much can I charge my clients for this service?
Most agencies charge $200-500/month per client
for QuickBooks integration services. Your cost is
only $199 total for unlimited clients, so you profit
immediately starting with your first client.
How do I onboard new clients without technical headaches?
We handle the entire technical setup for you. Just
connect us to their GHL and QuickBooks accounts,
and we'll configure everything within 24 hours. You
focus on sales, we handle the tech.
Will this replace my current Zapier setup?
Yes, and you'll never look back. Zapier requires
constant maintenance, breaks monthly, and creates
duplicate records. BooksCRM is purpose-built for
GHL→QuickBooks sync and runs without any babysitting.
What if clients have sync issues or questions?
With white-labeling, clients contact you first. But we
provide you with 24/7 agency support and can jump
on calls with your clients when needed (appearing as
your team member).
Do you offer volume discounts for larger agencies?
Yes! Agencies with 20+ active clients are eligible for
volume pricing discounts. Contact us once you reach
this scale to discuss custom pricing that grows with
your agency.
Why should I trust a beta product for client work?
We're calling it "beta" because we're limiting access
to 100 agencies to ensure premium onboarding and
support. The core sync engine is production-ready -
we've been testing with early partners for 6 months.
"Beta" means exclusive access, not unstable
software.
Be Among the First 100 Beta Users
Join our exclusive beta program and get lifetime priority support, 50%
off your first year, and direct input on feature development.
50% Off First Year
Exclusive beta pricing
locked in for 12 months
Priority Support
Direct line to our founding
team
Feature Influence
Help shape the product
roadmap
The leading automation platform connecting GoHighLevel opportunities directly to QuickBooks Online. Trusted by 50+ beta users and growing.
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