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Connect GoProposal with QuickBooks

The QuickBooks integration allows GoProposal to create invoices automatically when clients accept proposals. You can configure account codes, tax rates, invoice display options, and enable auto-invoicing to reduce admin time.

Written by Jack Choppin

Step 1 - Connect GoProposal to QuickBooks

  1. In GoProposal, go to Settings and select Integrations.

  2. Click Connect on the QuickBooks option.

  3. Log in to your QuickBooks account when prompted.

  4. Authorise Intuit to share your data with GoProposal.

Once connected, you'll return to the QuickBooks integration page in GoProposal.

Step 2 - Configure integration settings

On the QuickBooks integration screen, complete the following fields:

  • Track revenue against QuickBooks account codes: select the account codes for proposal revenue and alignment fees

  • Tax to pass through QuickBooks: set up tax rates in Pricing Tool and link them to QuickBooks tax rates

  • Invoice term: define the term you want to display on invoices

  • Fee display: choose whether to show:

    • A breakdown of services

    • A total fee only

  • Invoice date: set the day you want to send invoices to clients

📌 TIP: You can override defaults for individual services.

Step 3 - Enable auto-invoicing (optional)

By default, the system sends invoices to QuickBooks once. You need to set them manually to recur.
To reduce admin, enable Auto-Invoicing so GoProposal sends invoices to QuickBooks each month automatically.

Important note

If you want to collect payments via Direct Debit, you must enable this manually on the client’s contact record in QuickBooks.

See also

Manage tax in proposals

Assign line items to account codes in Xero or QuickBooks

Assign GoProposal services to QuickBooks products

Set up auto-invoicing from GoProposal to QuickBooks

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