When you integrate GoProposal with Xero or QuickBooks, the system generates an invoice automatically when a client signs their engagement letter.
By default, the system tracks all services against the default account code set during integration. You can override this for individual services by assigning specific account codes.
Assign account codes to line items
Go to Configure and select Line Items.
Click Edit Line next to the service you want to update.
Select the Integrations tab.
From the dropdown menu, select the account code for Xero or QuickBooks.
Click Save Line Item.
When a client accepts a proposal containing this service, the invoice will post to the selected account code in Xero or QuickBooks.
See also
Need Support?
Visit the Community Hub or contact us in the chat.