Integrate GoProposal with QuickBooks

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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.

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.

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.

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

Enter 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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