The QuickBooks Online integration will display QuickBooks invoices associated with a lead, person, company, or opportunity in the ‘Related’ section of that record.
In this module, we'll tackle the following:
You must be an Admin User in both Copper and Quickbooks to set up this integration.
Watch as one of Copper's engineers walks you through a demo of the integration, and then read below for more detailed instructions.
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Have other tools you want to integrate? Check out our integration marketplace to see hundreds of options!
Overview of the QuickBooks Integration
The QuickBooks integration displays the QuickBooks invoices and estimates associated with a lead, person, company, or opportunity in the ‘Related’ section of that record.
Once you have set up the integration, you will be able to access QuickBooks invoices and estimates from both the web and mobile apps.
For each invoice or estimate shown, the following details are displayed:
Invoice/Estimate Name/Number
Status
Issuer
Due Date
Total Due
Balance Due (not shown on Estimates)
From the web app, this is what it will look like on each record:
And here is a close-up, which includes a view of how estimates are displayed as well:
Clicking on the invoice or estimate name will pop up a full view of the selected item. Invoices and estimates are displayed in order of the created date. Below the initial number of invoices and estimates displayed, you can click to expand the list.
The number of invoices and estimates displayed will correspond with the number you choose when setting up the integration.
How the QuickBooks invoices and estimates are linked to Copper records
Invoices and estimates show up on each record based on a unique identifier for that record type.
For Lead and Person records, we pull in invoices and estimates associated with the email address on the record.
For Company records, we pull in invoices and estimates associated with the email addresses of all people related to that company.
For Opportunity records, we pull in invoices and estimates associated with the email addresses of all people related to the opportunity and all people related to the opportunity’s related companies.
Set up the QuickBooks Integration
A user who is an Admin in both QuickBooks and Copper follows these steps to set up the integration:
Sign into your Copper account, and click ‘Settings.’
Choose the ‘Integrations’ link.
Locate the QuickBooks integration, and click ‘Connect.
Follow the prompt to log in to your QuickBooks account using your User ID and password or sign in using Google:
Click Connect to authorize QuickBooks to securely share your data with Copper:
On the QuickBooks integration landing page, check a box next to each record type on which you’d like to display tickets.
Select the number of tickets displayed at a given time (you can always expand this list in the record).
Choose whether you'd like the integration to display Invoices, Estimates, or both.
Choose which field to sort both Invoices and Estimates by:
💡 Tip
If you want to restrict who can see the ticket display via the QuickBooks integration, you can do so in Teams and Visibility Permissions.
Video Example
Common Questions
Will this integration work with QuickBooks desktop?
No, it will only work with QuickBooks Online.
Can I connect a non-Copper user's QuickBooks account to my Copper account?
Yes, as long as you have their QuickBooks username and password.
Will this integration work if a QuickBooks record has multiple addresses linked to it?
We match records in QuickBooks based on the primary email associated with the Lead or Person Record in Copper. We do not match on the CC and BCC fields.
If you're interested in learning more about Quickbooks and their small business accounting software, check them out here.
💡 Tip
If you would like to share any feedback or comments on this native integration, feel free to contact our support team using the in-app chat or create a post in our community forum.