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Integrate Better Proposals with QuickBooks Online to automate your work

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2. Choose an Action
The event an automation performs after it's triggered
Endless possibilities

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How Zapier works

Zapier makes it easy to integrate Better Proposals with QuickBooks Online - no code necessary. See how you can get setup in minutes.

Select a trigger from Better Proposals

A trigger is an event that starts your Zap and runs the workflow. For example, with Better Proposals, a trigger could be "New Proposal."
A trigger is the event that kicks off your automated workflow.

Setup an action from QuickBooks Online

An action is what takes place after the automation is triggered. For example, with QuickBooks Online, the action could be "Create Bill (Item Based)."
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Better Proposals to QuickBooks Online

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Triggers and actions are the main components of every automated workflow.

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Make work flow with AI

Level up your Better Proposals to QuickBooks Online integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
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Frequently Asked Questions about Better Proposals + QuickBooks Online integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Better Proposals and QuickBooks Online

What steps are required to connect Better Proposals with QuickBooks Online?

To connect Better Proposals with QuickBooks Online, you'll need to use an integration platform like ours that facilitates data exchange between the two applications. Start by choosing Better Proposals as your trigger app and authenticate your account. Then, choose QuickBooks Online as your action app and sign in. Follow the on-screen instructions to map fields between both services.

What triggers are available when integrating Better Proposals with QuickBooks Online?

The integration allows you to set triggers such as a proposal being accepted, a new proposal being created, or a proposal status changing in Better Proposals. Once these events occur, actions can be performed automatically in QuickBooks Online.

Can I automatically create invoices in QuickBooks Online from a proposal approved in Better Proposals?

Yes, you can set up an automation where once a proposal is approved in Better Proposals, an invoice is automatically generated in QuickBooks Online. You'll need to configure this action within our integration tool by setting the appropriate trigger and action.

How do I ensure that client information is accurately transferred from Better Proposals to QuickBooks Online?

When setting up the integration, carefully map the client information fields from Better Proposals to your desired fields in QuickBooks Online. This mapping ensures that all relevant details are accurately transferred whenever a trigger event occurs.

What happens if there is an error during data synchronization between Better Proposals and QuickBooks Online?

Our system will notify you if any errors occur during the synchronization process. You can review detailed error messages and logs through our platform to identify and fix any issues quickly.

Is it possible to update pricing details automatically from QuickBooks when sending proposals through Better Proposals?

Currently, our integration supports sending data primarily from Better Proposals to QuickBooks. Retrieving updated pricing or product details from QuickBooks isn't directly supported but can often be managed through additional custom solutions or regular manual updates.

Are there limitations on the number of proposals that can be synced with QuickBooks Online at one time?

There might be some limitations based on API usage quotas set by both services. However, typically syncing proposals one-by-one upon approval ensures smooth operation without exceeding limits. Consult our support for guidance tailored to heavy usage scenarios if needed.

Connect Better Proposals and QuickBooks Online to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
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Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
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Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
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Connect Better Proposals and QuickBooks Online to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger
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Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.