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Connect GoProposal with Sage Accounting

Integrating Sage Accounting with GoProposal automatically creates a quote in every time you generate a proposal. After the client accepts it, the system instantly converts that quote into an invoice with no extra steps needed.

Written by Russell Henderson

Step 1 - Connect GoProposal to Sage Accounting

  1. In GoProposal, go to Settings and select Integrations.

  2. Click the Sage Accounting (Sage Accounting) tab.

  3. Click Login with Sage Accounting.

  4. Enter your Sage login details on the Sage login page.

  5. After logging in, you’ll return to the Sage Accounting integration page in GoProposal.

📎NOTE: Only one user needs to log in to Sage Accounting to set up the integration.

Step 2 - Configure integration settings

On the Sage Accounting integration page, define:

  • Invoice due date: Set the number of days after the invoice date that payment is due

  • Default ledger code: Choose the ledger code for tracking revenue

Step 3 - Set up tax rates

📎NOTE: The integration doesn't work if the tax rate mapping is incorrect.

  1. In GoProposal, click Configure and select Pricing Tool.

  2. Scroll to the Tax Rates section.

  3. If a tax rate exists, click Edit to review it.

  4. If no tax rate exists, click Add new tax rate.

  5. When adding a new tax rate, select the option for What tax rate do you want to pass through to Sage Accounting?.

  6. Click Save Tax Rate.

After setup

  • When you create a proposal in GoProposal, Sage Accounting creates a quote

  • When a client accepts the proposal, the quote converts into an invoice automatically

See also

Integrate Sage Accounting with GoProposal

Send a proposal to Sage Accounting

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