PropoKit
- Project + Customer
- Scope + Items
- Pricing + Terms
- Files + Notes
- Accepted Work Prep
QuickBooks Prep
Accepted in PropoKit. Ready for QuickBooks.
Build and deliver the proposal in PropoKit. When the customer accepts, PropoKit helps prepare the customer, project, line items, pricing, and accepted-work details for QuickBooks.
QuickBooks remains the accounting system of record. Draft proposals stay in PropoKit.
PropoKit
QuickBooks
- Customers
- Estimates / Invoices
- Payments
- Accounting Reports
Why the boundary matters
Draft proposals should not clutter your accounting system. PropoKit keeps the sales and proposal workflow organized before accounting begins, then prepares accepted work for QuickBooks when the job is ready.
Drafts stay in PropoKit
Keep early versions, scope changes, files, notes, and proposal drafts out of QuickBooks.
Accepted work is cleaner
Move forward only when the customer says yes and the proposal has a clear accepted state.
Accounting stays accounting
QuickBooks remains the place for invoicing, payments, reporting, and books.
What PropoKit prepares
Customer details
Name, company, contact info, and project relationship stay organized before handoff.
Project context
The accepted job stays tied to its files, scope, proposal versions, and follow-up history.
Line items and pricing
Products, services, quantities, pricing, and taxable status stay connected to the accepted proposal.
Accepted status
Only accepted work should move toward QuickBooks. Drafts and incomplete proposals stay out.
Invoice readiness
PropoKit can show whether the accepted proposal is ready, needs review, or is blocked before handoff.
Clean records
The goal is fewer duplicate records, fewer missing details, and less manual cleanup after the sale.
How the QuickBooks handoff works
Build the proposal
Create the project, customer, scope, products, services, pricing, terms, and proposal sections inside PropoKit.
Send and follow up
Export the proposal, share the signing link, create email drafts, and track the proposal status.
Mark accepted work
When the customer accepts, PropoKit keeps the accepted proposal, pricing, files, and next steps tied to the project.
Prepare for QuickBooks
When QuickBooks is connected, accepted proposal details can be prepared for invoice creation or update according to your account settings.
QuickBooks readiness before invoice creation
Before accepted work moves into QuickBooks, PropoKit helps you review the handoff so you can prevent bad invoices, duplicate records, and accounting cleanup later.
Ready
The accepted proposal has the customer, line items, pricing, and required details.
Needs review
Something may need attention before invoice creation, like missing contact info or a zero-dollar line.
Blocked
The proposal is not accepted, QuickBooks is not connected, or required invoice details are missing.
What stays in PropoKit
PropoKit remains the home for proposal workflow and project context.
- Project files
- Proposal versions
- Scope notes
- Customer-facing proposal sections
- Follow-up status
- Email drafts
- Signing links
- Internal workflow notes
What belongs in QuickBooks
QuickBooks remains the accounting system of record after the job is accepted and ready for invoicing.
- Customers
- Estimates or invoices
- Payments
- Accounting reports
- Tax/accounting records
- Bookkeeping workflows
QuickBooks prep questions
Does PropoKit replace QuickBooks?
No. QuickBooks remains the accounting system of record. PropoKit manages the proposal workflow before accounting begins.
When does work move to QuickBooks?
Only after the proposal is accepted and QuickBooks is connected. Drafts and incomplete proposals stay in PropoKit.
Can PropoKit create invoices in QuickBooks?
When QuickBooks is connected and the accepted proposal is ready, PropoKit can help prepare accepted work for invoice creation or update according to your account settings.
Will drafts appear in QuickBooks?
No. Draft proposal work should stay in PropoKit so QuickBooks remains clean.
Keep proposals clean before accounting starts.
Use PropoKit to manage the proposal workflow, then prepare accepted work for QuickBooks when the job is ready.