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Integrations
Connect GoProposal to the rest of the software in your business.
27 articles in this collection
Written by
Jack Choppin,
Danielle Fisher,
and
Nuala Turnbull
An Overview of Integrations in GoProposal
Discover how you can connect GoProposal to a range of software.
Written by
Jack Choppin
Updated over a week ago
Setting line items to track against account codes in Xero or Quickbooks
Learn how you can track revenue from your GoProposal services in Xero and Quickbooks.
Written by
Danielle Fisher
Updated this week
Changing Account Codes Within The Invoice Tab
Understand how to change account codes for line items in the invoice tab under 'all repeating'
Written by
Nuala Turnbull
Updated over a week ago
My client has signed the proposal but the invoice has not generated in Xero/Quickbooks?
Learn what to do if your invoice hasn't generated after your client has accepted a proposal.
Written by
Danielle Fisher
Updated this week
How To Integrate AccountancyManager with GoProposal
The step-by-step guide that shows you how to integration AccountancyManager with GoProposal
Written by
Nuala Turnbull
Updated over a week ago
How The Invoice Dashboard Works
How the invoice dashboard works, and what you can find on here.
Written by
Nuala Turnbull
Updated over a week ago
How to connect GoProposal with Pixie using Zapier
This video shows you how to connect GoProposal and Pixie using Zapier.
Written by
Jack Choppin
Updated over a week ago
Xero Integration
How Auto-Invoicing works with Key Dates
Start dates you assign to services using Key Dates will be used to drive the addition of those services to invoices (using Auto-Invoicing).
Written by
Danielle Fisher
Updated over a week ago
Set up Auto-Invoicing from GoProposal to Xero
Enable GoProposal to send invoices through to Xero each month for your clients. You can also overwrite existing invoices.
Written by
Danielle Fisher
Updated this week
Can I change the way line items show on my Xero/Quickbooks invoice?
Decide whether you would like to show a service breakdown on your invoices or not.
Written by
Danielle Fisher
Updated this week
How The Xero Integration Works
Discover how the Xero integration works from your team's perspective and also from the client experience
Written by
Jack Choppin
Updated this week
How To Setup The Xero Integration
Discover how to expertly configure the Xero integration to get the most out of this powerful connection
Written by
Jack Choppin
Updated this week
How to set a custom due date in Xero
Where to add a custom due date for your invoices in Xero
Written by
Nuala Turnbull
Updated over a week ago
Repeating Invoices in Xero & QuickBooks
How to set up your repeating invoices
Written by
Nuala Turnbull
Updated over a week ago
QuickBooks Integration
Set up Auto-Invoicing from GoProposal to QuickBooks
Enable GoProposal to send invoices through to QuickBooks each month for your clients. You can also overwrite existing invoices.
Written by
Danielle Fisher
Updated over a week ago
How To Setup The QuickBooks Integration
Discover how to expertly configure the QuickBooks integration to get the most out of this powerful connection
Written by
Jack Choppin
Updated this week
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.
Written by
Danielle Fisher
Updated this week
How to use the AccountancyManager integration
How and where to use your AccountancyManager Integration
Written by
Nuala Turnbull
Updated over a week ago
Karbon Integration
How The Karbon Integration Works
Improve workflow efficiency, standardize practice processes, automate tasks, and grow your firm at scale with Karbon.
Written by
Jack Choppin
Updated over a week ago
How To Integrate Karbon With GoProposal
The step-by-step guide that shows you how to integration Karbon with GoProposal
Written by
Jack Choppin
Updated over a week ago
Senta Integration
Where can I find my Senta access key or sub-domain name?
Learn where you can find your access keys and sub-domain name required when setting up the Senta integration.
Written by
Danielle Fisher
Updated this week
How The Senta Integration Works
Discover how the Senta Integration works for you and your team.
Written by
Danielle Fisher
Updated over a week ago
How To Setup The Senta Integration
Discover how you can easily integrate GoProposal with Senta.
Written by
Danielle Fisher
Updated this week
GoCardless Integration
Why Isn't My GoCardless Working?
Written by
Nuala Turnbull
Updated over a week ago
Zapier Integration
How do I Connect Zapier to GoProposal
Give your GoProposal app ultimate connectivity with the Zapier integration
Written by
Jack Choppin
Updated over a week ago
Intuit Practice Management
Connecting Intuit Practice Management to GoProposal
Learn how you can connect GoProposal to your Intuit PM account so you trigger key tasks for your team when a proposal has been accepted.
Written by
Danielle Fisher
Updated over a week ago
Dext Precision
How To Connect Dext Precision to GoProposal
Learn how to setup your GoProposal and Dext Precision integration so you can start using data driven pricing right away.
Written by
Danielle Fisher
Updated over a week ago