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How to generate an invoice in QuickBooks or Xero from GoProposal

Understand how GoProposal automatically generates invoices in QuickBooks or Xero after a client signs an engagement letter.

Written by Russell Henderson

When integrated with QuickBooks or Xero, GoProposal can automatically create invoices once a client signs or accepts a proposal. This saves time and ensures accurate billing. After the system generates the invoice, you can manage it in your accounting software, including setting it as recurring if required.

Step 1- Ensure you've set up the integration

  1. Go to Settings and select Integrations.

  2. Select QuickBooks or Xero integration.

  3. Confirm that you've completed all the required fields.

Step 2 - Generate invoices automatically

  • When a client signs or accepts a proposal, GoProposal sends the invoice to QuickBooks or Xero automatically

  • You can view the invoice status on your Proposal Dashboard

Step 3 - Manage recurring invoices

  1. Log in to QuickBooks or Xero.

  2. Set the invoice as recurring if you haven't already configured it as Auto-Repeating in GoProposal.

Invoice not generating?

  1. Confirm the client has signed or accepted the proposal.

  2. Check that all fields in your QuickBooks/Xero integration settings are complete.

  3. If the issue persists:

    • Go to Settings and select Integrations

    • Select QuickBooks or Xero integration

    • Toggle the integration off and on to refresh the connection

    • Ensure all fields are populated

Your invoice will appear in QuickBooks or Xero automatically after the client accepts the proposal.

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