We have worked closely with accountancy firms using QuickBooks to ensure that our integration saves you time and provides a great experience for your team and clients.
Follow these key steps to get your QuickBooks Integration setup.
QuickBooks Integration Setup - Explainer Video
Step 1 – Integrating QuickBooks
Make your way to Settings > Integrations > QuickBooks.
Step 2 – Connect
Click the Connect to QuickBooks button.
Step 3 – Login
You will be prompted to login to your QuickBooks application.
Step 4– Authorize
Authorize Intuit to share your data to GoProposal
Congratulations, you are now connected!
You just need to fill out the fields on the integrations page.
Understanding Setup Fields
Below is a summary of what each of the fields on the setup page means.
👉 Track revenue against QuickBooks account codes
Decide which account codes you'd like to track your proposal and alignment fee revenue against.
👉 Tax to pass through QuickBooks
Choose which tax you'd like to pass through to Quickbooks within your pricing settings.
👉 Define the term you'd like to use on your invoices.
👉 Control how you would like fees to display on your invoices
Decide whether you'd like to show a breakdown of services or a total fee on your invoices.
👉 Set invoices to specific dates
Set the date for invoices to be sent to your clients.
By default these invoices are sent over to QuickBooks once, meaning you will want to go into QuickBooks to mark invoices as recurring.
To reduce the amount of admin time your team need to spend managing invoices, enable Auto-Invoicing to allow GoProposal to send invoices over to QuickBooks each month.
Click here to understand more on how to set this up.
One thing to mention in regards to your set up is within Quickbooks, if you're wanting payments to be collected via direct debit, you will need to manually make this selection on the contact record.
If you have any questions, please reach out to us! 😃