QUICKBOOKS ONLINE & CANOPY

Quickbooks Online and Canopy Integration

Canopy offers one of the most powerful Quickbooks Online integrations available for practice management software.

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QBO_Invoice
QUICKBOOKS ONLINE & CANOPY

Eliminate Double Entry

Canopy’s integration with QuickBooks Online makes it easy to keep your client and billing data in sync. Create new clients, organize by location or class, set up service items, and automatically sync invoices from Canopy to QuickBooks—no double entry needed. 

QBO_Integration
QUICKBOOKS ONLINE & CANOPY

All Your Work in One Place

Keep your focus on your clients. Canopy handles client details and syncs it all to QuickBooks Online automatically.

QBO_Productivity Report
QUICKBOOKS ONLINE & CANOPY

Easily Organize Revenue

Answer questions like "who's my most profitable employee?" "what type of service is each employee best at?" and "how are each of my offices performing?" by categorizing payments in Canopy by using QuickBooks Online's Classes, Categories, and Locations.

QBO_Sync
QUICKBOOKS ONLINE & CANOPY

Simplify Bank Reconciliation

 

By categorizing invoices and service items as you build, send, and process them in Canopy, you'll save hours of time at the end of the month.

“ Before Canopy, I did billing from Quickbooks/QB Time, file sharing through Drake Portals, signatures through HelloSign, task management in MS To-Do and Drake Tax, and communications through email. I also needed to separately pull and track IRS transcripts. Now all of those functions are on one platform and integrated with each other. This has helped me to scale more on my own without getting bogged down in the administrative side of my practice and onboard new clients more efficiently.”

Thaddeus E.

/ Owner, Small Business