QuickBooks (Online & Desktop)

Authentication methods

1.1 Mediated via Zapier, hosted by Coperniq

• Fastest time to launch

• Often used for MVP, to prove value & later be turned into a more robust/native integration

• Create a user with email api+{yourcompanyname}@coperniq.io in QuickBooks with read&write access to Customers & Invoices

1.2 Mediated via Zapier, self-hosted

• Same as above, but involves our Solutions Engineers giving you access to Coperniq's Zapier & walking you through the integration outline to ensure success

• Upon request to your Customer Success Manager, an invite to Coperniq's Zapier will be sent to your internal technical resource

2. Direct integration via Coperniq Connector

• Takes longer than option #1, but provides the most flexibility with filters, custom logic, custom fields, etc.

• Often used after MVP.

• Upon request to your Customer Success Manager or [e-mail], an Invite Link to the Coperniq QuickBooks (Online or Desktop) Connector will be sent to your internal technical resource

Coperniq → QuickBooks

[qbo:in:1] Create a Customer in QuickBooks on Project Created in Coperniq

• Trigger: Project Created in Coperniq

• Action: Create a Customer in QuickBooks

• Common use-case: Project Management creates an Invoice to be collected by AR.

• Mapping:

Coperniq Object	Coperniq Field	QuickBooks Object	QuickBooks Field
Project	Title	Customer	Name
Project	Address	Customer	Address
	Default to "USD ($)"	Customer	Currency
Contact	First name	Contact	First name
Contact	Last name	Contact	Last name
Contact	Email	Contact	Email
Contact	Phone	Contact	Phone

[qbo:in:2] Create an Invoice (& Customer) in QuickBooks on Project Stage Updated in Coperniq

• Trigger: Project Created in Coperniq

• Action: Create a Customer in QuickBooks

• Filter: <COPERNIQ STAGE, EX: "GLASS ON ROOF">

• Mapping:

Coperniq Object	Coperniq Field	QuickBooks Object	QuickBooks Field
Project	Title	Customer	Name
Project	Address	Customer	Address
	Default to "USD ($)"	Customer	Currency
Invoice	Title	Invoice	Title
Invoice	Due date	Invoice	Due date
Invoice	Project	Invoice	Billing address
Invoice	Description	Invoice	Terms
Invoice	Total	Invoice	Total

QuickBooks → Coperniq

[qbo:out:1] Update a Project in Coperniq on Customer Updated in QuickBooks

• Trigger: Project Created in Coperniq

• Action: Create a Customer in QuickBooks

• Filter: <QUICKBOOKS FIELD & VALUE, EX: "ON-HOLD REASON">

• Common use-case: AR puts Customer on hold due to an unpaid invoice.

• Mapping:

QuickBooks Object	QuickBooks Field	Coperniq Object	Coperniq Field
Customer	Name	Project	Title
Customer	Address	Project	Address
Customer	Currency		Default to "USD ($)"
Contact	First name	Contact	First name
Contact	Last name	Contact	Last name
Contact	Email	Contact	Email
Contact	Phone	Contact	Phone

[qbo:out:2] Create (or Update) an Invoice in Coperniq on Invoice Created (or Updated) in QuickBooks

• Trigger: Project Created in Coperniq

• Action: Create a Customer in QuickBooks

• Common use-case: AR creates an Invoice to be collected by Project Management.

• Mapping:

QuickBooks Object	QuickBooks Field	Coperniq Object	Coperniq Field
Customer	Name	Project	Title
Customer	Address	Project	Address
Customer	Currency		Default to "USD ($)"
Invoice	Title	Invoice	Title
Invoice	Due date	Invoice	Due date
Invoice	Billing address
Invoice	Terms	Invoice	Description
Invoice	Total	Invoice	Total