Sage Accounting (formerly known as Sage Business Cloud Accounting or SBCA) is a cloud accounting software by Sage. You can integrate it with GoProposal to assist your invoice workflow.
Once integrated, when you create a proposal in GoProposal, this creates a quote in Sage Accounting. This quote turns into an invoice once the proposal has been accepted in GoProposal.
Connect to Sage Accounting
In GoProposal, click Settings, then Integrations.
Click the SBCA tab.
Click Login with SBCA.
You're redirected to Sage's login page to enter your Sage login details.
📎NOTE: Similar to how other GoProposal integrations work, only one user needs to log into Sage Accounting for this to be set up.
After you enter your Sage login details, you're redirected back to the SBCA integrations page in GoProposal.
You need to define the following options:
How many days from the invoice date should the due date be
Default ledger code
The final step to connect to Sage Accounting is to set the correct tax rates to pass through to Sage Accounting. The integration won't work without it.
Click Configure then Pricing tool set up
Scroll down to the Tax Rates section.
If you already have a tax rate set up you need to click Edit button to review it.
If you don't have a tax rate set up yet, you need to click Add new tax rate to create a new tax rate.
When you're in the Tax rate window, make sure to populate What tax rate do you want to pass through to SBCA? using the relevant dropdown options.
Click Save Tax Rate when you're done.