![]() Click Connect to authorize QuickBooks to securely share your data with Copper:.Follow the prompt to login to your QuickBooks account using your User ID and password or sign in using Google:.Locate the QuickBooks integration, and click ‘Connect.Sign into your Copper account, and click ‘Settings.’.For Opportunity records, we pull in invoices and estimates associated with the email addresses of all people related to the opportunity and for all people related to the opportunity’s related companies. For Company records, we pull in invoices and estimates associated with the email addresses of all people related to that company. For Lead and Person records, we pull in invoices and estimates associated with the email address on the record. ![]() Invoices and estimates show up on each record based on a unique identifier for that record type. ![]() Invoices and estimates are displayed in order of created date. Below the initial number of invoices and estimates displayed, you can click to expand the list. ![]() The number of invoices and estimates displayed will correspond with the number you choose when setting up the integration. This is what it will look like on each record:Īnd here is a close up, which includes a view of how estimates are displayed as well:įor each invoice or estimate shown, the following details are displayed:Ĭlicking on the invoice or estimate name will pop up a full view of the selected item. The QuickBooks integration displays the QuickBooks invoices and estimates associated with a lead, person, company, or opportunity in the ‘Related’ section of that record. Have other tools you want to integrate? Check out our integration marketplace to see hundreds of options! Understand the QuickBooks Integration ![]()
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