DRAPER, Utah – (COMMERCIAL THREAD) – Canopy, the leading cloud-based practice management platform for accounting professionals, has announced its integration 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, providing accounting professionals with transparency and gain. of time.

QuickBooks Online (QBO) is used to track the financial health of an accounting firm, while Canopy manages and tracks the overall health of the business such as staff efficiency, client relationships, client communications , invoicing and collections and profitability of commitments. 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 with QuickBooks Online. Plus, our full integration makes the bank reconciliation process the easiest on the market when working with QBO, ”said Larry Furr, Product Manager, Canopy. “Our goal has always been to provide software from which accounting professionals can manage their entire practice. The integration of Canopy with QBO is another step towards providing our users with the tools they need to dramatically reduce administrative burden and instead focus on delivering great results for their clients.

With this new integration, Canopy users can:

  • Eliminate double entry and make sure recordings stay in sync: Canopy can now be the primary system for recording client information, automatically syncing with QBO to create a simple practice management experience.
  • Easily organize income in Canopy: Effortlessly track time by service item, create an invoice, convert that tracked time to a line item on an invoice, and share invoices with customers. With everything in Canopy, accountants can be confident that invoices and service items will sync with QBO for easy month-end reconciliation.
  • Three for one: When Canopy customers onboard 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 at no additional cost. Integration of payments and deposits will be added in the coming month.

About Canopy

Canopy provides cloud-based practice management software to thousands of accounting professionals nationwide. Modern, easy-to-use software reduces the workload for accounting firms, improves the customer experience, and helps firms stay organized and operate efficiently. Committed to data security, Canopy’s solutions are SOC2 certified and data encrypted to ensure the security of personal information. Learn more at https://www.getcanopy.com/ and @CanopyTax.

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