How to Integrate Copper with QuickBooks?

Copper is the customer relationship management (CRM) of choice for businesses highly dependent on Google Workspace (formerly G Suite) for daily operations. The platform features extensive CRM capabilities like marketing automation and lead management. Users claim that the platform is user-friendly and has a straightforward interface that can be customized to suit specific needs. Copper also provides its users with comprehensive report-generation capabilities for sales and pipeline activities. In addition to Google Workspace, Copper can be integrated with other third-party applications to simplify business operations. The platform also incorporates extensive security features including single sign-on (SSO) technology which protects confidential information and prevents unauthorized access.

Copper offers three different plans – basic, professional, and business. Advanced features, like workflow automation, are only available in the higher-tier plans. This means that businesses will have to balance their budgets with their requirements to choose the plan that suits their organizational needs.

This article specifically examines the integration between Copper and QuickBooks, the accounting software. Generally speaking, integrating CRM applications with accounting software offers organizations several benefits and helps optimize workflows.

Benefits of Integrating Copper with QuickBooks

This section highlights the key benefits of integrating Copper and QuickBooks.

• As with all CRM-accounting software integrations, synchronizing Copper with QuickBooks streamlines workflows.
• After integration, payments and invoices can be accessed from the Copper panel, eliminating the need to switch between applications which ultimately saves time and improves functionality.
• Reduces errors and improves accuracy as data is automatically synchronized between Copper and QuickBooks. This also makes it easier to access and manage information as it is available on a single user interface.
• Improves collaboration between the sales and accounting departments enabling the two teams to have real-time access to relevant information.

Steps to Integrate Copper with QuickBooks

Copper only supports integration with QuickBooks Online. Follow the steps mentioned below to integrate Copper with QuickBooks. Before we begin, ensure that you have administrator privileges for both applications.

• Login to your Copper account. Click on Settings.
• Select the Integrations option.
• Click on QuickBooks integration from the listed options and click Connect.
• Login to QuickBooks Online using your credentials and hit Connect to initiate the integration process.
• In the following integration page, you can configure your settings to display the required number of tickets for each record and integrate either invoice estimates or both.

After configuring the connection, integration is established, and you can utilize the combined functionalities of both Copper and QuickBooks in a simpler and more streamlined manner.

Simplify your QuickBooks Integrations with Apps4Rent

Integrating Copper and QuickBooks offers businesses simplified avenues for financial and customer management workflows, the ability to generate comprehensive reports, automate time-consuming tasks, and offer a unified view of customer data and transaction histories.

Apps4Rent is an Intuit Authorized Hosting Provider that specializes in integrating third-party software with QuickBooks. We also offer a range of economical QuickBooks hosting plans, all of which are hosted on our SSAE 16 certified data centers for the best security. Our dedicated customer support team works around the clock to deal with all your cloud and software-related queries. Reach out to us over call, chat, or mail to learn more about how we can help your Copper integration with QuickBooks.