Integrate GoProposal with QuickBooks

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Goproposal and Quicbooks
Quickbooks - sending monthly invoices

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

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

Quickbooks - automatic assignment

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

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

Quickbooks - choose a contact

Sending new client details over to QuickBooks when creating proposals

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

How to Get Started with GoProposal & QuickBooks

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

1

Enter the GoProposal app

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

2

Connect

Click the Connect to QuickBooks button.

3

Log in

You will be prompted to login to your QuickBooks application.

4

Authorize and complete

Authorize Intuit to share your data to GoProposal

Read the complete integration manual

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