Setup Integrations | GoProposal Help Center

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

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

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

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

Xero Integration

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

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

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 Xavier to GoProposal

Learn how to setup your GoProposal and Xavier integration so you can start using data driven pricing right away.

Written by Danielle Fisher
Updated over a week ago