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

Assign line items to account codes for precise revenue tracking

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

Quickbooks - choose a contact

Transfer new client details to QuickBooks during proposal creation

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

Access 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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FAQs

How do I connect GoProposal to QuickBooks? Close
You can connect GoProposal to QuickBooks by navigating to Settings > Integrations > QuickBooks Integration in the GoProposal app, clicking "Connect to QuickBooks," logging in, and authorising the integration.
Can GoProposal automatically generate invoices in QuickBooks? Close
Yes, once a proposal is accepted, GoProposal can create draft invoices in QuickBooks for your approval.
Will GoProposal sync my tax and account codes with QuickBooks? Close
Yes, GoProposal allows you to sync your tax codes and account codes from QuickBooks to your line items in GoProposal.
Can GoProposal create new client records in QuickBooks? Close
Yes, if a client does not already exist in QuickBooks, GoProposal can create a new contact when generating a proposal.
Is QuickBooks integration available on all GoProposal plans? Close
QuickBooks integration is available on select GoProposal plans. Please check with GoProposal support to ensure your plan includes this feature.
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