Integrate GoProposal with Xero for all-in-one accounting proposal software

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Xero - sending monthly invoices

Automate invoice generation with proposal software after the client accepts their engagement in Xero

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

Xero - use automatic assignment

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.

Choose a Xero contact for the invoice

Sending new client details over to Xero

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

How to get started with GoProposal & Xero: Proposal software for accountants

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

1

Login to your GoProposal app

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

2

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.

3

Update User

Add Mobile Number & Click 'Update User'

4

Connect

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

5

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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