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  1. Canopy
  2. Integrations & API

Integrations & API

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

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
See all 7 articles

Canopy Virtual Drive

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

Zapier

  • Integrate With Zapier

odrive

  • Integrate With odrive

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