Canopy

Learn how to sync with third-parties like Quickbooks Online, Zapier, and the IRS!

Integrations & API

Explore Single Client Sync

Sync Payments & Credits with Quickbooks Online (Legacy CRM)

Sync Your Canopy Account with QBO

QBO: Sync Category, Class, & Location Fields (Legacy CRM)

QBO Integration Error Codes

Resolve Duplicate and Unmatched Clients in Bulk

Restart Your QBO Integration

Invoices With QBO Sync Errors

Quickbooks Online (QBO)

Request a Client Transcript

Review Transcripts Documents

Review Transcripts Reports

Add additional CAF Numbers to your Account

IRS Transcripts

Install the Canopy Virtual Drive

Use the Canopy Virtual Drive

Canopy Virtual Drive

Integrate With Zapier

Zapier

Integrate With odrive

odrive

Canopy Open API Considerations

Find a YAML and JSON files attached below code for download

Canopy Open API Documentation

Developer API

Status

Terms & Conditions

Release Notes

Privacy

Product Feedback

Google Data Use Disclosure

Client Portal Help

Webinars

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