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Invoice not generated in Xero or QuickBooks after proposal signing

Xero or QuickBooks only create invoices once clients sign their proposal is in GoProposal. If Xero or QuickBooks hasn’t been generated the invoice, follow these troubleshooting steps to resolve the issue.

Written by Russell Henderson

Step 1 - Check your integration settings

  1. Go to Settings and select Integrations.

  2. Select the Xero or QuickBooks integration.

  3. Ensure you complete all required field, including:

    • Default account codes

    • Alignment fee account codes

Step 2 - Refresh your integration connection

  1. Use the toggle/disconnect button to turn the integration off.

  2. Reconnect to Xero or QuickBooks when prompted.

  3. Re-check your integration settings.

📎 NOTE: For Xero, Two-Factor Authentication (2FA) must be active for all users. You can enable this by:
1. Go to Account and select Manage Users.

2. Select Edit User.

3. Click Enable 2FA.

Step 3 - Test the connection

  1. Create a test proposal for yourself.

  2. Sign the proposal to confirm the invoice generates correctly.

Step 4 - Push missed invoices through

If you fixed the connection but previous invoices were missed:

  1. Go to the Proposals and Engagement Letters tab on the dashboard.

  2. Find the proposal with the missing invoice.

  3. Click the Actions button on the right-hand side.

  4. Click Reset to live.

  5. Click the Actions button and then click Mark as Won.

  6. Refresh to confirm the invoice has been triggered.

📎 NOTE: This doesn’t affect what your client sees or receives.

See also

Generate an invoice in Xero or QuickBooks

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