
QuickBooks
Integration by CopperTransparency between sales and finance is key to smoothing out the customer buying experience. The Copper and QuickBooks integration can help with this process.
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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.”