Sage Accounting is software for managing your business’s accounting. It allows you to quickly and easily create and track invoices, track cash flow, accept payments, record transactions, automate admin, capture expenses, and much more.
Integrate GoProposal with
SAGE BUSINESS CLOUD ACCOUNTING
Sync contacts and automatically generate invoices in Sage Business Cloud when your proposals are accepted.
What is Sage Business Cloud Accounting?
What are the benefits of the
GoProposal & Sage Accounting Integration?
Automatic invoice generation
When a proposal is accepted, the draft invoices are created in Sage Accounting for you to approve.
Attribute line items to account codes
Track revenue in Sage accounting by setting your tax codes & syncing your Account Codes from Sage Accounting to your Line Items in GoProposal.
Send new client details over to Sage
When you produce a proposal, we can pull existing from Sage Accounting or GoProposal can create new ones.
How to Get Started with GoProposal & Sage
Sign up to a free accounting subscription when you sign up to Sage for Accounting.
#1 Sign up for Sage Business Cloud Accounting
With Sage Business Cloud Accounting intuitive online accounting software, you can get beautifully simple views of where your cash is going and put time-consuming tasks on autopilot.Signup for Sage
#2 Go to Settings > Integrations > Sage
Switch on using the toggle
#3 Connect to Sage
You will be prompted to login to Sage Business Cloud Accounting
#4 Filling out the integration fields
You will be re-directed back to your Xero page within GoProposal. Please make sure you fill out all of the fields on this page.
#5 Congratulations! You’re all done.
When your client signs their engagement letter the invoices will be generated for you automatically in Xero and appear on your proposal dashboard.
"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