QuickBooks
Transparency between sales and finance is key to smoothing out the customer buying experience. The Copper and QuickBooks integration can help with this process.
QuickBooks Online is a cloud-based financial management software designed to help you create invoices, track your cash flow, accept payments and more.
With the Quickbooks Online x Copper integration, you can:
View invoice, data and estimate status within Copper.
View all open, paid and overdue invoices for any lead, contact or entire account with QuickBooks online integration. You can even view the invoice number, due date and balance total.
View an invoice history in the activity feed
Any update from accounting on invoice status, payments or due dates gets automatically synced with the activity feed — allowing sales to filter past invoice history for more details.
The Quickbooks Online X Copper integration is available in both the Copper web and mobile app.
To get started, head into Copper and click Settings > Integrations. Find the Quickbooks tile and click “Get Started.”
Frequently asked questions
Can’t find the answer here?
Chat with support.
CRM integration involves connecting other business applications with your CRM platform to feed data to, from or between your tech tools. Copper’s goal with CRM integration is to help you seamlessly sync the business software you use daily to your CRM to give you a complete, accurate snapshot of your business and customers.
Our integrations with Gmail, Google Calendar, Google Contacts and Google Drive are included with all plans. Most of our CRM integrations are included on Professional plans and above, but select integrations are available on Business plans only. Check the plan availability section in each listing to confirm.
Yes! You can set up integrations on a free trial. During your free trial, you will be using our CRM software on the Business plan to experience the full capabilities of Copper. Most of our CRM integrations are included on Professional plans and above, but select integrations are available on Business plans only.
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If you work at a B2B software company and you’ve built an integration with Copper, email partners@copper.com to apply to be featured on our integrations marketplace. We’ll get in touch if the integration meets our entry requirements.
It depends on the integration! Check each integration listing page for more detailed instructions. In all cases, you’ll need to be an admin or account owner to set up integrations for your account.
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