Arrow pointing to left
All posts

Copper news - 5 min READ

Copper + QuickBooks: New Duo in Town!

Copy blog urlTwitter share logoLinkedin share logoEmail to logo
Article featured image
Author photo: Liz Gonzalez

Liz Gonzalez

Looking for one place to connect with customers, collaborate with your team, get paid faster and stay ahead of overdue invoices?

Meet the new Copper + Quickbooks native integration. If your accounting information lives in QuickBooks Online and your contacts and deals live in Copper—this integration brings all that vital information together.

The result: You get a complete picture of your customer, from every stage of the sales process to back-and-forth communications and even view their invoices and payments.

Communication between the sales teams and accounting teams gets harder as your business grows. Sales teams lose track of invoice updates and finance teams find it difficult to keep the sales teams updated every time a payment is made.

We're trying to make that easier. Now, Quickbooks invoices can be displayed in Copper, you'll see these invoice details (without having to ask finance!):

  • Invoice Name/Number
  • Status
  • Issuer
  • Due Date
  • Total Due
  • Balance Due

The Copper + Quickbooks native integration helps teams:

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 a history of invoices 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.

"Copper users can now see important financial information about a customer—all without ever having to leave their desks." - Brett Schuenemann, Sr. Director of Product at Copper

The Quickbooks native integration is available on Professional and Business plan—for more help on it, read about it here.

Copper Admins: Navigate to Settings > Integrations and connect to Quickbooks!

Not a Copper user yet? Sign up for a free trial!

Try Copper free

Instant activation, no credit card required. Give Copper a try today.

Ideo graphic
Masterclass graphic
Swell graphic
Bubbles graphic
Try Copper free image

Keep Reading

All posts
Arrow pointing to right
Featured image: How to say "thanks" to a client or customer for their business

8 min READ

How to say "thanks" to a client or customer for their business

Send automated and handwritten personalized thank you emails and notes to clients with this step-by-step guide on how to thank customers for their business.

Featured image: Recession-proofing your small business in 6 steps

7 min READ

Recession-proofing your small business in 6 steps

You can take steps to protect your organization from economic issues. Learn how recession proofing helps your small business during difficult times.

Featured image: 15 memorable customer appreciation ideas

7 min READ

15 memorable customer appreciation ideas

Surprise them with an upgrade, shine the spotlight on them, or throw a party. Let’s dive into 15 unique ways to say thanks to your customers. Read more ideas!

Featured image: Top CRM questions to ask your sales rep

5 min READ

Top CRM questions to ask your sales rep

Finding the right CRM platform comes down to asking the right CRM software questions before the purchase. Here’s what to ask.