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 (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

Quickbooks Online (QBO)

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

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

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