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Integrations & API

Integrations & API

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

19 articles

Quickbooks Online (QBO)

Explore Single Client Sync

Sync Payments & Credits with Quickbooks Online (QBO)

Sync Your Canopy Account with QBO

Sync Category, Class, & Location Fields

QBO Integration Error Codes

Resolve Duplicate and Unmatched Clients in Bulk

Restart Your QBO Integration

Invoices With QBO Sync Errors

IRS Transcripts

Request a Client Transcript

Review Transcripts Documents

Review Transcripts Reports

Sort and Filter the Transcripts Dashboard

Add additional CAF Numbers to your Account

Transcripts | FAQ

Canopy Virtual Drive

Install the Canopy Virtual Drive

Use the Canopy Virtual Drive

Integrate With Zapier

Integrate With odrive

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