GoProposal

Discover how you can connect GoProposal to a range of software.

An Overview of Integrations in GoProposal

Jack Choppin

Support

Russell Henderson

Connect GoProposal to the rest of the software in your business.

Integrations

How to integrate with Sage Accounting UK, also known as Sage Business Cloud Accounting (SBCA).

Integrate with Sage Accounting (SBCA)

How to create a proposal and turn it into a quote/invoice in Sage Accounting.

Send proposal to Sage Accounting

Sage Accounting (SBCA) 

How Xero integration works from your team's perspective and also from the client experience.

Integration between GoProposal and Xero

Integrate with Xero

Enable GoProposal to send invoices through to Xero each month for your clients. You can also overwrite existing invoices.

Set up Auto-Invoicing from GoProposal to Xero

Where to add a custom due date for your invoices in Xero

How to set a custom due date in Xero

Nuala Turnbull

Xero Integration

How to connect GoProposal with Quickbooks.

Integrate with QuickBooks

Enable GoProposal to send invoices through to QuickBooks each month for your clients. You can also overwrite existing invoices.

Set up Auto-Invoicing from GoProposal to QuickBooks

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

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

QuickBooks Integration

Learn what to do if your invoice hasn't generated after your client has accepted a proposal.

My client has signed the proposal but the invoice has not generated in Xero/Quickbooks?

Learn how you can track revenue from your GoProposal services in Xero and Quickbooks.

Setting line items to track against account codes in Xero or Quickbooks

Understand how to change account codes for line items in the invoice tab under 'all repeating'

Changing Account Codes Within The Invoice Tab

How the invoice dashboard works, and what you can find on here.

How The Invoice Dashboard Works

When you are integrated with Quickbooks or Xero, GoProposal will send invoices over to them automatically.

Generating An Invoice in Quickbooks/Xero from GoProposal

Decide whether you would like to show a service breakdown on your invoices or not.

Can I change the way line items show on my Xero/Quickbooks invoice?

Repeating Invoices in Xero & QuickBooks

Start dates you assign to services using Key Dates will be used to drive the addition of those services to invoices (using Auto-Invoicing).

How Auto-Invoicing works with Key Dates

Invoice Help Articles

How to integrate GoProposal with BrightManager (Formally Accountancy Manager).

Integrate with BrightManager

How and where to use your AccountancyManager Integration

How to use the AccountancyManager integration

AccountancyManager

Improve workflow efficiency, standardize practice processes, automate tasks, and grow your firm at scale with Karbon.

Karbon and GoProposal integration

Integrate with Karbon`

Karbon Integration

Discover how the Senta Integration works for you and your team.

Integration between Senta and Xero

Integrate with Senta

Learn where you can find your access keys and sub-domain name required when setting up the Senta integration.

Where can I find my Senta access key or sub-domain name?

Senta Integration

How to connect GoProposal with GoCardless.

Integrate with GoCardless

Discover how the GoCardless Integration works and how to set this up.

GoCardless integration (USA)

Why Isn't My GoCardless Working?

GoCardless Integration

Integrate with Zapier

This video shows you how to connect GoProposal and Pixie using Zapier.

How to connect GoProposal with Pixie using Zapier

Zapier Integration

How to connect GoProposal with Dext Precision.

Integrate with Dext Precision

Dext Precision

Help and guidance on the Sage ID integration

Sage ID Troubleshooting

Sage ID

Go to the Facebook GoProposal Group

Head to the GoProposal Terms and Conditions Page

Disclaimer

Find answers and get help from Intercom Support and Community Experts

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