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Change how line items display on Xero or QuickBooks invoices

When you integrate GoProposal with Xero or QuickBooks, the system automatically generates invoices when a client signs their engagement letter. You can control how fees appear by choosing your preferred display option in the integration settings.

Written by Russell Henderson

Choose your fee display option

  1. Go to Settings and select Integrations.

  2. Select Xero or QuickBooks.

  3. Locate the How to show line pricing field.

  4. From the dropdown, select one of the following:

    • Full breakdown – Shows each service as a separate line item

    • Total only – Shows a single total amount for all services

  5. Click Save.

Override settings for individual proposals

You can override the default display option on the Calculations page when creating a proposal. Choose Full Breakdown or Totals Only as needed.

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