Setup Integrations | GoProposal Help Center

An Overview of Integrations in GoProposal

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

Written by James Ashford
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 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'

Written by Nuala Turnbull
Updated over a week ago

Using AccountancyManager

How and where to use your AccountancyManager Integration

Written by Nuala Turnbull
Updated this week

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 over a week ago

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 this week

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

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 over a week ago

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 over a week ago

How The Xero Integration Works

Discover how the Xero integration works from your team's perspective and also from the client experience

Written by James Ashford
Updated over a week ago

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 James Ashford
Updated over a week ago

Generating An Invoice in Quickbooks/Xero from GoProposal

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

Written by Danielle Fisher
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 James Ashford
Updated over a week ago

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 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 James Ashford
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 James Ashford
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 over a week ago

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 over a week ago

GoCardless Integration

Integrate your clients payment process with the signature processes.

How to change the GoCardless integration settings so that you can request your clients payment during the signature process.

Written by Danielle Fisher
Updated over a week ago

The GoCardless Integration

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

Written by Danielle Fisher
Updated over a week ago

Where Can I Find the Direct Debit Mandate URL for GoCardless?

Find out where you can find the direct debit mandate URL we require for setting up the GoCardless integration in GoPropsoal.

Written by Danielle Fisher
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 James Ashford
Updated over a week ago

Xavier Integration

How The GoProposal/Xavier Integration Works

The GoProposal/Xavier integration will support you in pricing your clients accurately, without using any guesswork.

Written by Danielle Fisher
Updated over a week ago

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

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