Setup Integrations

Connect GoProposal to the rest of the software in your business like Xero, Quickbooks, Slack & Trello

Jack Choppin avatar Danielle Fisher avatar Nuala Turnbull avatar
30 articles in this collection
Written by Jack Choppin, Danielle Fisher, and Nuala Turnbull

Repeating Invoices in Xero & QuickBooks

How to set up your repeating invoices
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Written by Nuala Turnbull
Updated over a week ago

How to set a custom due date in Xero

Where to add a custom due date for your invoices in Xero
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Written by Nuala Turnbull
Updated over a week ago

An Overview of Integrations in GoProposal

Discover how you can connect GoProposal to a range of software.
Jack Choppin avatar
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.
Danielle Fisher avatar
Written by Danielle Fisher
Updated over a week ago

Changing Account Codes Within The Invoice Tab

Understand how to change account codes for line items in the invoice tab under 'all repeating'
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Written by Nuala Turnbull
Updated over a week ago

How to use the AccountancyManager integration

How and where to use your AccountancyManager Integration
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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.
Danielle Fisher avatar
Written by Danielle Fisher
Updated over a week ago

How To Integrate AccountancyManager with GoProposal

The step-by-step guide that shows you how to integration AccountancyManager with GoProposal
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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.
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Written by Nuala Turnbull
Updated over a week ago