In this article:

Before we start, let’s explore what and how certain functions are synced between Quickbooks Online and Canopy.

Some are bidirectional, which is a fancy way of saying if you were to create something in QBO, it’s created in Canopy - and vice versa.

Connecting your Canopy instance to QuickBooks Online is a simple process.

To get started:

This opens a new window that asks you for your QBO credentials, including two factor authentication. QBO asks you to verify that you want to connect to your Canopy account. Once accepted, the connection is complete and the setup will begin!

Heads-Up! Keep in mind that you can only have one QBO account per Canopy instance.

The setup process walks you through the client list in QBO.

As it prepares to synchronize it to Canopy, you can preview existing Canopy clients and/or create clients into Canopy from QBO. Instructions are provided for each of the four categories,

Canopy Tip! For the best experience, ensure that the list in QBO is the list that you want to see inside Canopy. One way to do this is to export your active client list in Canopy and import it into QBO. For steps on how to do this, click here.

Also, make sure your clients are labeled with the correct entity. For example, make sure that individuals and businesses are set up appropriately in QuickBooks so that they can be created correctly.

After the clients are imported, you'll be prompted to sync your service items.

Follow the recommended steps to sync service items:

Heads-Up! Also, new invoices created in Canopy are automatically synced to QBO, which is pretty exciting! But for now, invoices created in QBO do not sync to Canopy.

You can also choose to skip Service Items and invoices, but otherwise, click Start to begin. Matching service items is simple - you are just matching up what you have on both platforms here.

Now, you’re all set!

Lastly, you'll have the chance to sync your payments. Once the payments sync, any new payment created in Canopy will have the ability to sync to QBO as a one-way sync moving forward.

The undeposited funds account in QBO will receive the following payments from Canopy:

Clients sync between QBO and Canopy. You can edit or add new clients in either system and have it updated in the other system.

Try creating a Client using the global plus button and entering in relevant information once completed from the client list, select the access button under the QBO header to view the client in QBO.

As you can see, all of the information has been corresponded and created over in QBO. It works the same in QBO. Make a client account here and it will sync to Canopy!

Now, let’s go ahead and create an invoice for a client.

Creating an invoice in Canopy can pulls the information from QBO:

– that's already available in QBO. If you see a QBO sync icon, that means that information is synced with QBO.

In this case, [SERVICE ITEM] are already linked to QuickBooks online and will be mapped to the general ledger account there. I can also fill in a CLASS and LOCATION for the invoice as well.

Once the invoice is created and saved, the invoice is available in both Canopy and QBO. You can access an invoice via QBO from here with the access button.

Canopy Tip! If your invoice failed to sync, you can manually retry the sync to QBO. For steps on how to do that, click here.

Also, all relevant reports you created in QBO will be updated!

While Service Items and Clients are on a two-way sync, categories, classes and locations are managed and updated only through QBO.

If you don’t have classes and locations turned on, you can do that in QBO by:

To edit these in QBO:

Once you have those lists updated, they can be applied to invoices in QBO and in Canopy. Once again, you cannot create or manage these in Canopy - only in QBO!

You can edit your service items in QBO or Canopy at any time. To edit in Canopy:

Go to your profile pic or initials

Here, you can add a new service item. In the menu, you create an item, a rate, tax rate, and SKU or code. You’ll notice those QBO syncs there as well! You can indicate the income account, and product category from your category list in QBO.

At any time, you can go through this QBO setup process again by:

Restarting the integration allows you to go through the setup process again, without logging in, disconnecting and reconnecting.

The steps to follow are the same, from that point, that we covered in the start of the video.