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Zapier makes it easy to integrate Better Proposals with QuickBooks Online - no code necessary. See how you can get setup in minutes.
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Better Proposals
Better Proposals
1. Choose trigger event
QuickBooks Online
QuickBooks Online
2. Choose action
1. Select the event
Setup
Test
Better Proposals
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "New Proposal" from Better Proposals.
Add your action
An action happens after the trigger—such as "Attach File(s) or Note" in QuickBooks Online.
You’re connected!
Zapier seamlessly connects Better Proposals and QuickBooks Online, automating your workflow.
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.
Create a new record or update an existing record in your app.
Vendor
Required
Terms
Transaction Date
Due_date
Bill Number
Department
Currency
Exchange Rate
Global_tax_calculation
Description
Amount
Required
Billable?
Customer
Class
Account
Required
Tax_code
AP Account
Memo
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Deposit To Account
Required
Transaction Date
Private Note
Currency
Exchange Rate
Global Tax Calculation
Department
Transaction Source
Transaction Location Type
Amount
Required
Account
Required
Payment Method
Description
Transaction Type
Entity
Class
Check Number
Tax Code
Tax Applicable On
Cash Back Account
Cash Back Amount
Cash Back Memo
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Customer
Required
Email
Send Later?
Billing_address
Credit_memo_date
Credit_memo_number
Auto Generate Credit Memo Number
Class
Amount
Required
Service_date
Product/Service
Description
Quantity
Rate
Tax
Class
Message_displayed_on_credit_memo
Memo
Apply Tax After Discount?
Discount_value
Discount_percent
Sales Tax Rate
Shipping Cost
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Customer
Required
Number
Line_amount
Required
Line_description
Line Item/Product
Line Item Quantity
Line_item_tax_code
Line Item Service Date
Rate
Tax_calculation
Transaction Date
Expiration_date
Ship Date
Message displayed on estimate
Billing_address
Billing Address City
Billing Address Country
Billing Address Postal Code
Billing Address State/Province
Shipping_address
Shipping Address City
Shipping Address Country
Shipping Address Postal Code
Shipping Address State/Province
Shipping amount
Bill Email
Send later
Discount_value
Discount_percent
Class
Sales Terms
Shipping Method
Tracking Number
Private Note
Transaction Status
Apply Tax After Discount
Print Status
Department
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Type
Required
Name
Required
Description_on_sales_forms
Sales Price/Rate
Description_on_purchase_forms
Cost
SKU
Category
Is Taxable?
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Info
Customer
Required
Email
Cc
Bcc
Send Later?
Billing_address
Shipping_address
Terms
Invoice Date
Due_date
Ship_via
Shipping_date
Tracking_number
Invoice Number
Auto Generate Invoice Number
Service Date
Product/Service
Description
Quantity
Rate
Helptext_line_amount
Amount
Tax
Class
Add Bundle Item to invoice?
Message Displayed on Invoice
Message Displayed on Statement
Project ID
Accept Payment Via Bank Transfer
Accept Payment Via Credit Card
Tax_code
Total_tax
Tax_calculation
Apply Tax After Discount?
Discount_value
Discount_percent
Shipping_tax
Shipping
Deposit
Deposit To Account
Class
Department
Location
Currency
Exchange Rate
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Customer
Required
Total Amount
Required
Unapplied Amount
Transaction Date
Payment_method
Payment Reference Number
Deposit To Account
Line_amount
Line Linked Invoice
Memo
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Refund_from
Required
Customer
Email
Billing_address
Refund_receipt_date
Refund_receipt_number
Transaction_class
Payment_method
Check_number
Print Later?
Product/Service
Required
Amount
Required
Service_date
Description
Quantity
Rate
Tax
Class
Message_displayed_on_refund_receipt
Memo
Apply Tax After Discount?
Discount_value
Discount_percent
Sales Tax Rate
Shipping
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Info
Invoice
Required
Email
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Time Activity Type
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Customer
Required
Company
Email
Title
First name
Middle name
Last name
Suffix
Display name as
Phone
Mobile
Fax
Other
Website
Print_on_check_as
Notes
Billing Address - Street
Billing Address - City/Town
Billing Address - State/Province
Billing Address - ZIP code
Billing Address - Country
Shipping Address - Street
Shipping Address - City/Town
Shipping Address - State/Province
Shipping Address - ZIP code
Shipping Address - Country
Exemption_details
Job/Parent Customer
Bill with Parent?
Active
Customer_type
Preferred_payment_method
Taxable
Tax_code
Tax Registration Number
Currency
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Invoice
Required
Customer
Email
Cc
Bcc
Send Later?
Billing_address
Shipping_address
Terms
Invoice Date
Due_date
Ship_via
Shipping_date
Tracking_number
Invoice Number
Auto Generate Invoice Number
Service_date
Product/Service
Description
Quantity
Rate
Amount
Tax
Class
Message Displayed on Invoice
Message Displayed on Statement
Accept Payment Via Bank Transfer
Accept Payment Via Credit Card
Tax_code
Total_tax
Tax_calculation
Apply Tax After Discount?
Discount_value
Discount_percent
Shipping_tax
Shipping
Deposit
Class
Department
Location
Currency
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Purchase ID
Required
Vendor/Customer/Employee
Payment Type
Required
Account
Transaction Date
Payment Method
Document Number
Private Note
Total Amount
Department
Transaction Location Type
Currency
Exchange Rate
Global Tax Calculation
Tax Code
Total Tax
Line Item Detail Type
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Select Vendor
Required
Title
Given Name
Middle Name
Suffix
Family Name
Primary Email Address
Display Name
Fax number
Business Number
Currency Code
Currency Name
Mobile Phone Number
Primary Phone Number
Alternate Phone Number
Active
Vendor 1099
Cost Rate
Billing Rate
Web Address
Company Name
Tax Identifier
Account Number
Print On Check Name
Address__line1
Address__line2
Address__city
Address__state_code
Address__country
Address__zip_code
Balance
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Vendor
Required
Transaction Date
Document Number
Currency
Exchange Rate
Location
Department
Tax Calculation
Memo
Account
Description
Amount
Billable Status
Tax Code
Customer
Class
Product/Service
Description
Quantity
Rate
Amount
Billable Status
Tax Code
Customer
Class
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Stop on error
Required
HTTP Method
Required
URL
Required
Query string parameters
Additional request headers
Body
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Type
Required
Id
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Estimate Id
Doc Number
Customer Name
Transaction Date
Total Amount
Action
This is an event a Zap performs.
Search
Find existing data in your app
WHERE Clause
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Id
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Info
Purchase ID
Document Number
Vendor ID
Vendor Name
Transaction Date
Total Amount
Payment Type
Action
This is an event a Zap performs.
Search
Find existing data in your app
Info
Invoice Number
Invoice ID
Invoice Date
Due Date
Action
This is an event a Zap performs.
Search
Find existing data in your app
Name
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Info
ID
Display Name
Primary Email Address
Given Name
Required
Family Name
Required
Middle Name
Employee Phone Number
Birth Date
Billable Time
Active
Release Date
Cost Rate
Employee Mobile
Gender
Hired Date
Organization
Address Line 1
Address Line 2
Address Line 3
Address Line 4
Address Line 5
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Info
Product Name
Required
SKU
Type
Required
Description_on_sales_forms
Sales Price/Rate
Description_on_purchase_forms
Cost
Category
Is Taxable?
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
For AI agents & developers
Use Better Proposals and QuickBooks Online with AI agents and code
Beyond Zap workflows. Call Better Proposals and QuickBooks Online actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.
No code
Connect via Zapier MCP
Expose Better Proposals and QuickBooks Online actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Create a Proposal
Attach File(s) or Note
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.
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Customers who say using Zapier has made them better at their job
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Customers have created over 25 million Zaps on the platform
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The average user takes less than 6 minutes to set up a Zap
Practical ways you can use Better Proposals and QuickBooks Online
Sync paid proposals with QuickBooks invoices
When a proposal is marked as paid in Better Proposals, Zapier automatically creates a corresponding invoice in QuickBooks. This ensures your financial records stay accurate and eliminates manual cross-checking, saving valuable time and reducing errors.
When a proposal is marked as paid in Better Proposals, Zapier automatically creates a related accounting entry in QuickBooks. This keeps project expenses and income in sync, allowing accurate tracking and budgeting without manual work.
Learn how to automate QuickBooks Online on the Zapier blog
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.
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.
About Better Proposals
Better Proposals is a simple, web-based proposal creation tool that lets you send professionally designed proposals.
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.
