INTEGRATIONS

The Benefits of the GoProposal & QuickBooks Integration

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

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.

Watch an Instant Demo

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.

Book a Live Demo

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.

Start Your Free Trial

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

"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

READY TO GET STARTED?

Take the guesswork out of pricing & control your profitability

Sign Up Now for Free

Download the
GoProposal Brochure

Download Now