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QUICKBOOKS ONLINE & CANOPY

Quickbooks Online and Canopy Integration

Canopy offers one of the most powerful Quickbooks Online integrations available for practice management software.

QUICKBOOKS ONLINE & CANOPY

Eliminate Double Entry

Canopy’s integration with QuickBooks Online makes it easy to keep your client and billing data in sync. Create new clients, organize by location or class, set up service items, and automatically sync invoices from Canopy to QuickBooks—no double entry needed.

Creating a Quickbook invoice directly in Canopy with auto-populated service items and real-time QBO sync.
The Canopy QuickBooks integration interface, allowing users to sync contacts, service items, and invoices with QuickBooks Online.

QUICKBOOKS ONLINE & CANOPY

All Your Work in One Place

Keep your focus on your clients. Canopy handles client details and syncs it all to QuickBooks Online automatically. (No, sorry, we will not say “automagically.” A company must have principles.)

QUICKBOOKS ONLINE & CANOPY

Easily Organize Revenue

Answer questions like “who’s my most profitable employee?” and  “what type of service is each employee best at?” and “how are each of my offices performing?” by categorizing payments in Canopy via QuickBooks Online’s Classes, Categories, and Locations.

Reviewing a Team Member Productivity Report in Canopy to track billable hours and Quickbook productivity metrics.
Adding a new service item in Canopy with Quickbook Sync to automatically map income accounts and product categories.

QUICKBOOKS ONLINE & CANOPY

Simplify Bank Reconciliation

By categorizing invoices and service items as you build, send, and process them in Canopy, you’ll save hours of time at the end of the month.