Sync signed proposals to QuickBooks invoices automatically
QuickBooks is the accounting platform trusted by millions of small businesses globally. Connecting QuickBooks to Pitchsite means every signed proposal automatically generates a QuickBooks invoice — no manual data entry, no risk of misquoting, and instant visibility of revenue in your accounting system.
A step-by-step look at how QuickBooks and Pitchsite work together.
Link your QuickBooks Online account to Pitchsite. Customer records, product/service items, and tax codes sync automatically.
Define how proposal services and fees map to QuickBooks product/service items. Pricing, tax rates, and account codes all pre-configure from your QuickBooks setup.
When a proposal is signed, Pitchsite creates a QuickBooks invoice with the correct line items, amounts, tax, and payment terms — no copy-paste required.
If the prospect doesn't exist as a QuickBooks customer, Pitchsite creates the customer record automatically from the proposal contact data.
When a QuickBooks invoice is marked as paid, Pitchsite updates the deal record to show the payment received — complete financial tracking in one view.
Real ways agencies use QuickBooks and Pitchsite together.
Agency admins who re-enter proposal data into QuickBooks manually waste hours per week and introduce errors. Pitchsite eliminates that entirely — proposals flow directly to QuickBooks.
Every signed deal creates a corresponding QuickBooks invoice immediately. Your accountant always has an up-to-date view of receivables without manual reconciliation.
Proposals with milestone payment structures create multiple QuickBooks invoices — each milestone invoice created automatically when the milestone is hit.
QuickBooks tax rates and codes apply to every Pitchsite-generated invoice automatically — no risk of incorrect tax on client invoices.
Why agencies connect QuickBooks to Pitchsite.
Sync signed proposals to QuickBooks invoices automatically
Try Pitchsite free →No credit card required. Free to start.
Start for free. Your first proposal is live in 5 minutes. Integrations set up in seconds.
Get started free →The native integration is with QuickBooks Online. QuickBooks Desktop users can use a third-party sync tool or the Zapier integration to connect with Pitchsite.
Yes. You can configure Pitchsite to create a QuickBooks Estimate on proposal send and convert it to an Invoice automatically on signature.
If your QuickBooks Online account has multi-currency enabled, Pitchsite passes the proposal currency to QuickBooks and creates the invoice in the correct currency.
Yes. For QuickBooks Plus and Advanced users, Pitchsite supports class and location tracking on generated invoices for detailed departmental reporting.
Other tools that work well alongside QuickBooks + Pitchsite.
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