quickbooks copper integration | Copper is user-friendly customer-related management (CRM) based software, designed for SMB’s (small and medium-sized based businesses), to manage leads and grow customer relationships. It lessens up the burden of time for data entry, monotonous administration tasks or complex tools for the managers and business owners. It also seamlessly integrates with G Suite and solves sales challenges by offering populated and fully functional CRM that gets synced with Google apps like Tasks, Calendar, Gmail, Drive, Docs, and Events.
top of page
bottom of page
Follow the steps below to set it up:
Sign into your Copper account, and click ‘Settings.’
Choose the ‘Integrations’ link.
Locate the QuickBooks integration, and click ‘Connect.
Follow the prompt to login to your QuickBooks account using your User ID and password or sign in using Google:
Click Connect to authorize QuickBooks to securely share your data with Copper:
On the landing page for the QuickBooks integration, check a box next to each record type you’d like to display tickets on.
Select the number of tickets displayed at a given time (you can always expand this list in the record).
Choose whether you'd like the integration to display Invoices, Estimates, or both.
Choose which field to sort both Invoices and Estimates by:
If you want to restrict who can see the ticket display via the QuickBooks integration, you can do so in Teams and Visibility Permissions.
Greetings,
Peter