Push Proposals to QuickBooks. No More Double Entry.
You built a killer proposal. The client said yes. Now it’s time to get it into QuickBooks.
Instead of copying every line item, retyping customer info, and hoping the math checks out, just click a button. Portal’s QuickBooks Online integration turns your accepted proposal into a fully itemized estimate in QuickBooks. Instantly.
This isn’t a half-baked sync. It’s a full-service handoff between your sales process and your accounting system built for how integrators actually work.
Here’s How It Works
After winning a job, go to the proposal menu and click Push to QuickBooks:
Connect your QuickBooks account if you haven’t already.
Configure your settings for how new items should be created in QuickBooks (naming, accounts, categories).
Match customers: Portal searches your QuickBooks customer list to find the right match. You can search by alternate names, and once linked, Portal remembers the connection.
Match or create items: Each line item from your proposal is reviewed. You can adjust names, assign income and expense accounts, and choose categories.
Review summary: Before anything is pushed, Portal shows a summary of what will be added or updated. You’ll see what’s matched and what’s new, and you can make changes before finalizing.
Why Dealers Love It
Faster Invoicing: Eliminate redundant data entry and reduce admin time.
Fewer Errors: Avoid typos and mismatched item details.
Smarter Syncing: Portal remembers your item and customer matches for future jobs.
Bookkeeper-Approved: Clean data, proper accounts, and full control over every push.
Available on Pro Plans and Up
The QuickBooks integration is included with Pro and higher plans.
Need help setting it up? Book a one-on-one screen share with a Portal Pal and we’ll get you started.
From Proposal to Payment, Without the Pain
This feature is part of Portal’s mission to simplify life for integrators. Whether you're a one-person shop or a multi-location business, syncing to QuickBooks should be fast, accurate, and worry-free.