Create new business clients in Canopy for every new invoice in QuickBooks Online
Streamline your financial workflow with this integration. When an invoice is produced in QuickBooks Online, the details are immediately transferred to Canopy, setting up a new business client. This enhancement not only quickens your process by removing the need for manual data entry but also ensures your business client information in Canopy is always updated with the latest invoice details.
Streamline your financial workflow with this integration. When an invoice is produced in QuickBooks Online, the details are immediately transferred to Canopy, setting up a new business client. This enhancement not only quickens your process by removing the need for manual data entry but also ensures your business client information in Canopy is always updated with the latest invoice details.
- When this happens...New Invoice
Triggered when you add a new invoice (with line item support).
- automatically do this!Create Business Client
Creates a business client.
- Free forever for core features
- 14 day trial for premium features & apps