Launch Kopilot App

QuickBooks Online Integration Process

How to link QuickBooks and kopilot?

kopilot is a powerful add-on to QuickBooks Online to generate sales KPI, reports and dashboard. Link your accounts in five easy steps.

Link QuickBooks Online and kopilot in video

O. Pre-Requisites

Linking kopilot to QuickBooks Online requires you to have the admin privilege on your QuickBooks Online account. More information on how to get the admin rights on your QuickBooks Online account.

1. Log in To Kopilot

Connect to kopilot.

  • Name your company.
  • Select your home currency.
  • Define your fiscal Year
  • Establish the connection.

2. Connect To QuickBooks Online

kopilot requests you to connect to your QuickBooks Online account. Click on the "Connect" button to confirm the operation.

kopilot redirects you to the QuickBooks Online application. QuickBooks Online will ask you to authorize kopilot to import your accounting data.

Only Admin Users may link QuickBooks Online with a third-party platform. Further scheduled data imports will use the same authorized access.

As soon as your administrator loses his admin privileges, the integration between QuickBooks Online and kopilot stops. This means that no data will enter kopilot anymore. More information here.

3. Grant Access

QuickBooks Online, in turn, requires your consent to establish a connection to kopilot and send your data to it.

Connection is made.

4. Initial Sync

Immediately, data is flying to your kopilot account. Data is also processed and analyzed. This operation takes a maximum of three minutes. Then, everything's running.

5. Enter kopilot

Click on enter the app to access your data.

Easy, isn't?