Canopy, the leading cloud-based practice management platform for accounting professionals, announced that it has integrated with QuickBooks Online. Specifically, Canopy users will soon be able to not only sync contacts, service items and invoices, but also process payments and deposits seamlessly between the two platforms, giving accounting professionals transparency and time savings.
QuickBooks Online (QBO) is used to track the financial health of an accounting firm, while Canopy manages and tracks overall business health like staff efficiency, client relationships, client communications, billing and collections, and engagement profitability. With this integration, Canopy users no longer need to switch between multiple systems on a daily basis.
“No other competitor offers the ability to sync contacts, service items, invoices, payments, and deposits to QuickBooks Online. Additionally, our complete integration makes the bank reconciliation process the simplest on the market when working with QBO,” said Larry Furr, Chief Product Officer, Canopy. “Our goal has always been to provide one software that accounting practitioners can run their entire practice from. Canopy’s integration with QBO is another step towards providing our users with the tools they need to cut down dramatically on admin and instead focus on delivering excellent results for their customers.”
With this new integration, Canopy users can:
- Eliminate double entry and ensure records stay in sync: Canopy can now be the main system of record for client information, syncing automatically with QBO to create a simple practice management experience.
- Easily organize revenue in Canopy: Effortlessly track time by service items, create an invoice, convert that tracked time into a line item on an invoice, and share the invoices with clients. With everything in Canopy, accountants can be sure that invoices and service items will sync with QBO for easy end of month reconciliation.
- Three-for-one: When Canopy customers integrate with QBO, if they update their contacts in Canopy they are also updated in QBO and ProConnect Tax Online.
QBO integration is included in the Standard Canopy package with no additional cost. Payments and deposits integration will be added in the coming month.
Canopy provides cloud-based practice management software to thousands of accounting professionals nationwide. The modern, easy-to-use software cuts out accounting firm busywork, improves the client experience, and helps firms stay organized and operating efficiently. Committed to data security, Canopy’s solutions are SOC2 certified and data encrypted to ensure personal information is secure. Learn more at https://www.getcanopy.com/ and @CanopyTax.