Integrate GoProposal With

QUICKBOOKS

Sync contacts and automatically generate invoices in QuickBooks when your proposals are accepted.

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What is QuickBooks?

QuickBooks is a small business accounting software program businesses use to manage sales and expenses and keep track of daily transactions.

  • You can use it to invoice customers, pay bills, generate reports for planning, tax filing, and more.
  • It offers on-premises accounting applications as well as cloud-based versions.
  • Accept business payments, manage and pay bills and payroll functions.
  • Manage your clients more efficiently.

What are the benefits of the
GoProposal & QuickBooks Integration?

QUICKBOOKS INTEGRATION

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.

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QUICKBOOKS INTEGRATION

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.

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QUICKBOOKS INTEGRATION

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.

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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 Login to your GoProposal app

Make your way to Settings > Integrations > QuickBooks

#2 Connect

Click the Connect to QuickBooks button

#3 Login

You will then be asked to login to your QuickBooks application.

#4 Authorise

Authorise Intuit to share your data to GoProposal

#5 All done

Congratulations… you are now connected. You now just need to fill out the fields on the integrations page.

"Time-saving is just the cherry on top

It’s making sure that everything which needs to happen for our clients, happens. Nothing falls through the net. ” Peter Watkins | Blue Penguin Accountants

Hear more stories from GoProposal members

READY TO GET STARTED?

Take the guesswork out of pricing & control your profitability

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