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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Resources Centre

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Engagement Letter Automation: Streamlining Client Proposals Efficiently

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The best Zapier integrations for accountants and bookkeepers

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Re-engaging and repricing clients: Maximising MTD impact

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How a well-crafted business proposal template can boost your firm’s profitability

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Simplify client engagement: How to get started with engagement letters

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Making Tax Digital for Income Tax: How Accountants can be ready?

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The 1-3-12 Rule™: How to get paid for every ounce of work you do

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AML Compliance: Essential Practices for Accountants

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AML Checks: Essential verification steps for Accountants.

Anti-money laundering (AML) compliance is a crucial responsibility for accountants. Effective AML processes ensure you meet legal obligations while safeguarding […]
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How to keep your client at the heart of every meeting with the GLOSS Method™

Guide your client meetings with the GLOSS Method™, a framework created by GoProposal to keep the focus on what matters […]

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