Overview
ℹ️ To create and send an invoice to a client, the lead must be linked to a QuickBooks contact. If you haven't linked a QuickBooks contact, a red missing contact label appears in the contact details.
You can connect a lead contact to QuickBooks either directly from the Contacts tab or within a sales lead. Navigate to Contacts > Client and select the relevant client. If you’re working from a lead, navigate to Leads, open the relevant lead, and select Details. Scroll to the bottom of the page, under Contact Details, click the three dots next to the saved contact, and click View Contact to open their profile.
Within the client contact details, locate the QuickBooks Customer field. Use the dropdown menu to select an existing QuickBooks customer, or click 
if the contact does not yet exist in QuickBooks.
💡Before creating a new customer, always search for the contact first to avoid duplicating records in QuickBooks.