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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
Zapier
Integrate With Zapier
odrive
Integrate With odrive
Developer API
Canopy API
