Integrate GoProposal with

XERO

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

Start My 30-Day Free Trial

What is Xero?

Xero is easy to use online accounting software that’s designed specifically for small businesses.

It’s all online, so you can work when and where you want to. Just login with your PC, Mac or mobile.
Your bank statements are automatically imported and categorized, letting you see your cashflow in real-time.
Invite your team and work together on financials. You can collaborate over your up-to-date numbers
Xero has all you need to run your business – including invoicing, paying bills, sales tax returns, reporting and much more.

What are the benefits of the
GoProposal & Xero Integration?

XERO INTEGRATION

Automatic invoice generation

When the proposal is accepted, the draft invoices are created in Xero for you to approve.

XERO INTEGRATION

Attribute line items to account codes

Track revenue in Xero by setting your tax codes & syncing your Account Codes from Xero to your Line Items in GoProposal.

XERO INTEGRATION

Send new client details over to Xero

When you produce a proposal, we can pull existing contacts from Xero or GoProposal can create new ones.

Start My 30-Day Free Trial

How to Get Started with GoProposal & Xero

Getting started with GoProposal and Xero is simple and connecting the two platforms is fast because of our innate integration

#1 Sign up for Xero

With Xero’s 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 Xero

#2 Go to Settings > Integrations > Xero

Switch on using the toggle

#3 Connect to Xero

You will be prompted to login to Xero.

#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

Hear more stories from GoProposal members

READY TO GET STARTED?

Take the guesswork out of pricing & control your profitability

Start My 30-Day Free Trial

Download the
GoProposal Brochure

Checkout These Useful Blog Articles

Filter

Growth and Profit

How to Effectively Manage your Accounting Practice

In the 3rd of this 3-part series, Jonathan Gaunt explains how he's freed his time for big ideas by creating a self-driving firm.

How to Market Your Accounting Business Successfully

In the 2nd of this 3-part blog series, learn the Marketing psychology and strategy that will set your accounting businesses up for success.

What Successful Accounting Businesses Do Differently

In the first of this 3-part blog series, learn the Mindset that sets all successful accounting businesses apart from the rest.