INTEGRATIONS

The Benefits of the GoProposal & Xero Integration

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

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.

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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.

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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.

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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

"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

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