Quickbooks

Connect Proposify to QuickBooks Online to create invoices automatically when a deal is won. No more retyping line items from your proposal into your accounting software.

What it does

When a document is marked Won, Proposify can:

• Create or update the client's contact in QuickBooks
• Create a QuickBooks invoice with every line item from the pricing tables in your document

Before you start

Before you begin to connect, you'll need:

• A QuickBooks Online account with permission to connect apps
• A Proposify user with access to Integrations

Step 1: Connect QuickBooks

1. In Proposify, click the Integrations icon in the left sidebar.
2. Select the QuickBooks card.
3. Click Connect and sign in to QuickBooks to approve the connection.
4. Once connected, the card shows a green status dot.

Step 2: Create a flow for Won documents

1. Head to the Integrations tab and click on + View Flows.
2. Create a new flow and choose Document Won as the trigger.
3. Choose Create QuickBooks invoice as the action.
4. Save and turn on the flow.

From now on, each document that moves to Won creates an invoice in QuickBooks.