If you have previously connected your QBO account to Canopy, you can manually sync your QBO data to Canopy at any time. To get started, navigate to the Integrations page of your Canopy settings.

Roles/Permissions:

• Roles: Admin
• Permissions: Manage Integrations

1. Click on the Options menu in the QBO box.

2. Select Restart Integration from the dropdown menu.

• Each time you restart the QBO Integration in Canopy, all of your data will be synced between QBO and Canopy. Once finished, only your new data created in Canopy will be synced automatically to QBO.

3. Follow the Sync your Canopy account with QBO article to complete the integration setup.