Powerful Xero Integration for Accountants

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

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

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

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

Login to your GoProposal app

In the GoProposal app head to Settings > Integrations > Xero integration

Login to Xero’s accounting platform

To do this, head to Account > Manage Users > Edit User - then scroll down to the 'Two Factor Authentication' option.

Update User

Add Mobile Number & Click 'Update User'

Connect

Go To the Integrations page and toggle Xero to 'on'.

Complete integration

Fill 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. See below for guidance.

Read the complete integration manual

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