Integrations & API

Quickbooks Online (QBO)

• Sync Your Canopy Account With QBO
• Sync Category, Class, & Location Fields
• QBO Integration Error Codes
• Resolve Duplicate and Unmatched Contacts
• Restart Your QBO Integration
• Invoices With QBO Sync Errors

IRS Transcripts

• Set Up the Transcripts Integration
• Request a Client Transcript
• Review Transcripts Documents
• Review Transcripts Reports
• Sort and Filter the Transcripts Dashboard
• Add additional CAF Numbers to your Account

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Canopy Virtual Drive

• Install the Canopy Virtual Drive
• Use the Canopy Virtual Drive

Zapier

• Integrate With Zapier

odrive

• Integrate With odrive

Developer API

• Canopy API