QuickBooks copper integration is an accounting software which is used by many small and medium sized businesses, there are lots of benefits of using QuickBooks accounting software like with the help of QuickBooks the user will be able to create different types of reports and they can send these reports to the concern parties of their business. The reports which the user can create or send are balance sheet, profit and loss and cash flow statement, these are different types of reports and the user can see how their business is performing with balance sheet report the owner can see how much assets and liabilities their business is holding and with the help of profit and loss statement they can see whether their business is operating on loss or is it making profit. With the help of cash flow statement, they can see how much cash is coming and going out of the business.

Now there are different types of integration in QuickBooks which can help the user in decreasing their time of manually entering the data into the books, when the user does the integration the data flows automatically into their books and the user can review all of the things on one place.

Copper Integration in QuickBooks

To Integrate Copper with QuickBooks the user needs to know that there are different plans available and they are Basic, Professional and Business. And for those who are looking to connect QuickBooks with Copper the user needs to use Zippier, the user will require to have premium QuickBooks and Zippier accounts in order to connect the two.

Once the user connected through Zippier then after that the user will be able to log payments as the activities and the user then will be able to view their past invoices and their past payment amount on their records with the help of Copper dashboard.

The QuickBooks copper integration displays the invoices of QuickBooks and estimates associates with the lead company or person in the section of Related of that specific record.

Setup of QuickBooks Integration

1. In the first step the user are required to login or to sign in into their copper account and once the sign in is complete then after that the user needs to click on the settings button.
2. Once the user clicked on the settings button then the user needs to choose the integrations link.
3. And soon after the user needs to locate the QuickBooks copper integration and then the user needs to click on the connect button.
4. The user can use their Gmail address if they have connected it or the user can enter their any other registered email address and then the user needs to enter the password of their account through to sign in into their QuickBooks account.
5. Now a page will appear on the user’s screen and on this page the user needs to click on the Connect button, this is for authorization of QuickBooks to share the user’s data with Copper.
6. Now in the next step the user needs to check a box which will next to the each record type and for this the user needs to look on the QuickBooks copper integration’s landing page.
7. Now the user needs to select the number of tickets displayed at a point of time although the user can expand this list in the records anytime they want.
8. The user needs to select whether they like the integration to display the invoices, or it should display estimate or it should display both of them.
9. Then the user needs to select the field to sort both invoices and the estimates.