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How to assign GoProposal services to QuickBooks products

Learn how to link GoProposal line items to existing products in QuickBooks for accurate revenue tracking.

Written by Russell Henderson

When you integrate GoProposal with QuickBooks, you can assign each service (line item) to a QuickBooks product.

This ensures:

  • You track revenue against the correct product

  • The system triggers products automatically when a proposal is accepted

By default, GoProposal creates products in QuickBooks for your services. However, you can assign services to pre-existing products instead.

Assign services to QuickBooks products

  1. Go to Configure and select Line Items.

  2. Click Edit Line next to the service you want to assign.

  3. Select the Integrations tab.

  4. From the dropdown, select the QuickBooks product you want to link to this service.

  5. Click Save Settings.

📎NOTE: Once you assign a service to a product, you can't assign it to an account code separately. The product determines the account code.

See also

Set line items to track against QuickBooks or Xero account codes

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