Sync contacts and automatically generate invoices in QuickBooks when your proposals are accepted.
QuickBooks is a small business accounting software program businesses use to manage sales and expenses and keep track of daily transactions.
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
Make your way to Settings > Integrations > QuickBooks
Click the Connect to QuickBooks button
You will then be asked to login to your QuickBooks application.
Authorise Intuit to share your data to GoProposal
Congratulations… you are now connected. You now just need to fill out the fields on the integrations page.
It’s making sure that everything which needs to happen for our clients, happens. Nothing falls through the net. ” Peter Watkins | Blue Penguin Accountants
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