How the QuickBooks Integration Works
At GoProposal we believe in having a 'best of breeds' approach to all our integrations. So we've created what we believe to be the perfect harmony between this beautiful accounting software and beautiful proposal software.
With two clicks the apps are connected to provide a seamless experience.
GET THE CONTACTS
When you produce a proposal, we can pull existing contacts from QuickBooks or GoProposal can create new ones.
SYNC THE DATA
Set your tax codes & sync your Account Codes from QuickBooks to your Line Items in GoProposal.
CREATE THE INVOICE
When the proposal is accepted, the draft invoices are created in QuickBooks for you to approve.
Eleanor ShakeshaftDirector, Your Business Accountants
“Go Proposal is the only system where I can present a pricing structure to a client whilst sitting in front of them and provide them with a professional experience. The backup support team is second to none. I cannot recommend it enough if like me you want that professional edge”
Logan KhanManaging Director, The Boss Partnership
“WOW! Amazing Tool for any accountancy practice! A real game changer for our business and it could be for yours. Great support and advice.”
PJK Accounting Ltd
“Not only will this product help us to grow but we find just in a week with the communications and sharing of ideas the support had been fantastic.”
Martin WardleDirector, Robson Laidler Accountants Limited
“Fantastic! We have been using GoProposal for over six months now and it has proven to be invaluable to our success over that time.”
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.
Find out more or try QuickBooks Accounting Software for free.
Start providing your clients with a world-class experience
GoProposal will help you to create a world-class experience for your clients and your team, helping you to deliver wow with every interaction.