Launch Kopilot App

Sage Business Cloud Accounting Integration

How to link QuickBooks and kopilot?


kopilot is a powerful add-on to Sage Business Cloud Accounting to generate sales KPI, reports and dashboard. Link your accounts in five easy steps.

Link Sage Business Cloud Accounting and kopilot in video

O. Pre-Requisites

Linking kopilot to Sage Business Cloud Accounting requires you to have the admin privilege on your Sage Business Cloud Accounting account. More information on how to get the admin rights on your Sage Business Cloud Accounting 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 Sage Business Cloud Accounting

kopilot requests you to connect to your Sage Business Cloud Accounting account. Click on the "Connect" button to confirm the operation.

3. Grant Access

Sage Business Cloud Accounting, in turn, requires your consent to establish a connection to kopilot and send your data to it.

Then, select the company you want to sync.

Connection is made.

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

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?