Connect Better Proposals and QuickBooks Online to unlock the power of automation
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Set up your first integration
Quickly connect Better Proposals to QuickBooks Online with a Zapier template.
Our most popular template
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.
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.
- New Proposal
Triggers when a new proposal is created.
Try ItTriggerPolling - Proposal Paid
Triggers when a proposal is paid.
Try ItTriggerPolling - Proposal Signed
Triggers when a proposal is signed.
Try ItTriggerPolling - New Account
Triggers when you add a new account.
Try ItTriggerInstant
- Proposal Opened
Triggers when a proposal is opened.
Try ItTriggerPolling - Proposal Sent
Triggers when a proposal is sent.
Try ItTriggerPolling - CompanyRequired
- Short Description
- Brand
- Cover
- Template
- Currency
- Add Tax to the Proposal?
- Tax Name (e.g. VAT, IVA, GST)
- Tax Percentage
- Recipient First Name
- Recipient Last Name
- Recipient Email Address
- Eligible to Sign
ActionWrite- New Bank Transaction
Triggers when a new bank transaction is created.
Try ItTriggerInstant
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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.
Business OwnerTrack proposal payments in project accounting
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.
Project ManagementLearn how to automate QuickBooks Online on the Zapier blog
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.
