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How to assign line items/services in GoProposal to products in QuickBooks
How to assign line items/services in GoProposal to products in QuickBooks

Learn how you can assign services to products in your quickbooks account, so that when they are signed the correct product is triggered.

Russell Henderson avatar
Written by Russell Henderson
Updated over a week ago

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.

If you have any questions, please reach out to us in the chat box below! 😃

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