Why Assign Services to QuickBooks Products?
During the setup of your QuickBooks integration, you will have the option to assign line items in GoProposal to individual account codes in QuickBooks.
This means that when your client signs their engagement letter, the revenue for those services can be tracked against the codes you need them to.
As part of this process, GoProposal will also create products for these services in your QuickBooks account.
Some people prefer to assign services to pre-existing products in Quickbooks, here's how.
How To Assign Quickbooks Services To Products
Step 1. Go to Configure > Line Items
Step 2. Select edit next to the line item (service) you want to assign.
Step 3. From the integrations tab, assign the service to a product in Quickbooks
Please note that when you do this, you will no longer have the option to assign the service to an account code in Quickbooks, since this is set by the product.
Step 4. Save your line item
Congratulations, you're all done. When a proposal with this service in is accepted, it will trigger the product you assigned it to.
Need Support? Contact SupportGoProposal@sage.com