Create QuickBooks Online customers from new won Proposify proposals

Together Proposify and Quickbooks create a proposal dream team for your company. You can share new proposals with your leads, and then add their contact details to QuickBooks for accounting when you win a deal. And with this Zapier integration, you can automate it. Zapier can automatically create customers from won proposals created in Proposify so you never have to copy and paste data.

Note: Note: This Zapier integration doesn't import already created Proposify proposals into QuickBooks Online, only new proposals after you've set it up

How This Proposify-QuickBooks Online Integration Works

  1. A new proposal is won in Proposify
  2. Zapier automatically creates a customer for you in QuickBooks Online.

What You Need

  • Proposify account with owner privileges
  • QuickBooks Online account
Create QuickBooks Online customers from new won Proposify proposals
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Streamline your proposals in the cloud with designer-friendly proposal software.

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QuickBooks Online is the web version of the popular accounting packages QuickBooks. Use any Zapier integration to connect QuickBooks Online to hundreds of other apps.

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