Integrate GoProposal With QuickBooks
GoProposal™ allows accountancy firms and bookkeepers to price more profitably, agree fees with clients and automatically produce a stunning proposal and dynamic letter of engagement. And now… it also triggers your invoicing in QuickBooks™ when your proposal is accepted.
How The Integration Works
Connect Your App To QuickBooks In 2 Clicks
It literally takes 2 clicks of the mouse to connect your GoProposal™ App to your QuickBooks™ App for a seamless, integrated experience for you, your team and your clients.
Choose The Data Your Want To Sync
Sync your Account Codes in QuickBooks to your Line Items in GoProposal so you can automatically pass through your client and proposal details into QuickBooks when they digitally sign your letter of engagement.
Generate Invoicing in QuickBooks Automatically
Once the draft invoices have been raised in QuickBooks, you can then send them out as a one-off invoice or turn it into a recurring invoice & connect it to your payment collection system.