If you're integrated with Xero or Quickbooks, an invoice will be generated when your client signs their letter of engagement.

By default, your services will be tracked against the default account code you specify when setting up your Xero or Quickbooks integrations, however you can override this for individual services.

You can learn more about setting up your Xero integration here and Quickbooks here.

Attributing Services to Different Sales Account Codes

You can assign specific sales codes in your Xero or Quickbooks account to individual line items.

Step 1. Head to Configure > Line Items

Step 2. Select 'edit' beside the relevant line item.


Step 3. From the integrations tab, assign the account code.

From the integrations tab, you will be able to specify an account code to send this service to, for both Quickbooks and Xero.


The drop down will pull up a list of all of your current Xero or Quickbooks account codes for you to choose from.

Don't forget to save your settings!

Need Support? Contact SupportGoProposal@sage.com

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