190123 Integrations Quickbooks Hero

Quickbooks + Copper

Transparency between sales and finance is key to smoothing out the customer buying experience.

190123 Integrations Quickbooks 1 Integrations Card

Overview

Get the complete picture of your customer with their interaction history and financial information on one page. With Copper connected Quickbooks Online, we're making it easier to deliver on customer expectations.

190123 Integrations Quickbooks Product Ui V2

View an invoice and status from Copper

All open, paid and overdue invoices for any lead, contact or entire account is visible. 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 and due dates get automatically synced into the activity feed so sales can filter down on past invoice history to learn more.

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