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When the proposal is accepted, the draft invoices are created in Quickbooks for you to approve.

Set your tax codes & sync your Account Codes from QuickBooks to your Line Items in GoProposal.

When you produce a proposal, we can pull existing contacts from QuickBooks or GoProposal can create new ones.

Getting started with GoProposal and Quickbooks is simple and connecting the two platforms is fast because of our innate integration

1. Login to your GoProposal app

2. Connect

3. Log in to Quickbooks

4. Authorize and complete

In the GoProposal app head to Settings > Integrations > QuickBooks integration

Click the Connect to QuickBooks button.

You will be prompted to login to your QuickBooks application.

Authorize Intuit to share your data to GoProposal. This is necessary to complete the integration.

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Professional proposals
Accredited training Access
VIP support
Consistent pricing system
Free integrations
Automated engagement letters

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per month / excl VAT

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5 Proposals
1 User

Optional add-ons, activate for free during the 30-day trial:
GoProposal AML – KYC & Risk Assessments
OverSuite – Smart Engagement Letter Suite

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per month / excl VAT

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Access to all features

10 Proposals
1 User

Optional add-ons, activate for free during the 30-day trial:
GoProposal AML – KYC & Risk Assessments
OverSuite – Smart Engagement Letter Suite

Most Popular

per month / excl VAT

Start 30-day free trial

Access to all features

50 Proposals
2 Users

Optional add-ons, activate for free during the 30-day trial:
GoProposal AML – KYC & Risk Assessments
OverSuite – Smart Engagement Letter Suite

Most Popular

per month / excl VAT

Start 30-day free trial

Access to all features

Unlimited Proposals
10 Users

Optional add-ons, activate for free during the 30-day trial:
GoProposal AML – KYC & Risk Assessments
OverSuite – Smart Engagement Letter Suite

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FAQ

How does the 30-day free trial work? Close: Your free trial lasts 30 days. You get all the features of GoProposal to make sure it’s a good fit for your firm. At any point of your free trial period, you are able to activate your account by entering your card details
Are these only available in the UK? Close: GoProposal is a global product and is used in the United Kingdom, Ireland, USA, Canada, Australia, New Zealand, South Africa and Norway…. among others. All settings and pricing can be configured to meet your exact requirements and legislations. OverSuite and AML are exempt from this as they are United Kingdom focused.
What if I want to cancel? Close: You can cancel whenever you like. If you haven’t activated your account and your free trial expires, then there’s nothing to do, it will cancel automatically. If you’re a paying member, click cancel and submit the cancellation form on the site then your payments stop straight away.
Am I tied into a contract? Close: Absolutely not. GoProposal works on a monthly subscription basis tied into no contracts giving you the ultimate freedom.
Are my card details securely taken? Close: We use Stripe to process all card payments which operates the most stringent level of compliance certification available in the payments industry. They make use of best-in-class security tools and practices to maintain a high level of security. GoProposal does not store any card data and our website is secure.
Does this price include VAT? Close: All prices in the above pricing table exclude VAT

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Integrate GoProposal with Quickbooks

Automatic invoice generation (after your client has accepted their engagement)

Attribute line items to account codes so you can track revenue in QuickBooks.

Sending new client details over to QuickBooks when creating proposals

Send professional proposals from just £65/month

How to Get Started with GoProposal & Quickbooks

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