> ## Documentation Index
> Fetch the complete documentation index at: https://docs.contractor-co-pilot.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Connect Contractor Co-Pilot to QuickBooks and Stripe

> Sync invoices and payments to QuickBooks for accounting, accept online card payments through Stripe, and generate API keys for custom third-party integrations.

Contractor Co-Pilot connects to the tools you already use for accounting and payments. QuickBooks keeps your books in sync automatically. Stripe lets your clients pay invoices online with a credit or debit card. If you build your own tooling, the API key system gives you programmatic access to your account data.

All integration settings live in one place: **Organization > Integrations** in the sidebar.

<Tabs>
  <Tab title="QuickBooks">
    ## QuickBooks integration

    Connecting QuickBooks syncs your financial data automatically so you're not double-entering invoices and payments into two systems.

    **What syncs:**

    * Invoices created in Contractor Co-Pilot appear in QuickBooks
    * Payments recorded against invoices sync back to QuickBooks
    * Client contact records are matched or created in QuickBooks automatically

    ### Connect QuickBooks

    <Steps>
      <Step title="Go to Organization > Integrations">
        Click **Organization** in the sidebar, then select **Integrations**.
      </Step>

      <Step title="Click Connect QuickBooks">
        Find the QuickBooks card and click **Connect QuickBooks**.
      </Step>

      <Step title="Authorize the connection">
        You'll be redirected to QuickBooks. Sign in with your QuickBooks account credentials and click **Authorize** to grant Contractor Co-Pilot read and write access to your QuickBooks company file.
      </Step>

      <Step title="Confirm the connection">
        After authorizing, you'll return to the Integrations page. The QuickBooks card will show a green **Connected** status and the timestamp of the last sync.
      </Step>
    </Steps>

    <Note>
      If you manage multiple QuickBooks company files, you'll be asked to select which one to connect. You can only connect one company file per Contractor Co-Pilot organization.
    </Note>

    ### How sync works

    Once connected, invoices and payments sync automatically whenever changes are made. You can also trigger a manual sync from the Integrations page if you need to reconcile immediately after a change.

    The sync is one direction for invoices (Contractor Co-Pilot → QuickBooks) and bidirectional for payment status — if you mark a payment as received in either system, both stay in sync.

    ### Disconnect QuickBooks

    To disconnect, open **Organization > Integrations**, click the actions menu on the QuickBooks card, and select **Disconnect**. Disconnecting stops all future syncs but does not delete any data that has already synced to QuickBooks.
  </Tab>

  <Tab title="Stripe">
    ## Stripe integration

    Connecting Stripe adds a **Pay Now** button to your client-facing invoices. Clients can pay with a credit or debit card without you having to chase checks or wire transfers.

    **Supported payment methods:**

    * Visa, Mastercard, American Express, Discover
    * Debit cards on the above networks
    * ACH bank transfers (available on Business plan)

    Funds are deposited directly to your connected bank account on Stripe's standard payout schedule.

    ### Connect Stripe

    <Steps>
      <Step title="Go to Organization > Integrations">
        Click **Organization** in the sidebar, then select **Integrations**.
      </Step>

      <Step title="Click Connect Stripe">
        Find the Stripe card and click **Connect Stripe**.
      </Step>

      <Step title="Complete Stripe onboarding">
        You'll be redirected to Stripe's onboarding flow. Provide your business information, tax ID, and bank account details. This is required by Stripe for payment processing compliance and takes about 5–10 minutes.
      </Step>

      <Step title="Return to Contractor Co-Pilot">
        After completing Stripe onboarding, you'll be redirected back. The Stripe card will show a **Connected** status.
      </Step>
    </Steps>

    <Note>
      Once Stripe is connected, any new invoice you send will include a **Pay Now** button. Invoices sent before connecting Stripe do not automatically get the button — resend them to add the payment link.
    </Note>

    ### Payment processing fees

    Stripe charges a processing fee on each transaction (typically 2.9% + 30¢ for card payments). These fees are charged by Stripe directly and are separate from your Contractor Co-Pilot subscription. Review Stripe's current fee schedule at [stripe.com/pricing](https://stripe.com/pricing).

    ### Disconnect Stripe

    To disconnect, open **Organization > Integrations**, click the actions menu on the Stripe card, and select **Disconnect**. Existing paid invoices are not affected, but future invoices will no longer include the **Pay Now** button until you reconnect.
  </Tab>

  <Tab title="API Keys">
    ## API keys

    API keys let you connect Contractor Co-Pilot to your own tools, workflows, or third-party platforms that aren't covered by a native integration.

    ### Generate an API key

    <Steps>
      <Step title="Go to Organization > Integrations">
        Click **Organization** in the sidebar, then select **Integrations**, and scroll to the **API Keys** section.
      </Step>

      <Step title="Click Generate New Key">
        Select **Generate New Key**.
      </Step>

      <Step title="Name the key and set permissions">
        Give the key a descriptive name so you know what it's used for (for example, "Zapier automation" or "Custom reporting script"). Select the permission scopes the key needs — only grant the access the integration actually requires.
      </Step>

      <Step title="Copy and store the key">
        The key is displayed once. Copy it and store it in a secure location (a password manager or secrets manager). You cannot retrieve it again after closing this dialog.
      </Step>
    </Steps>

    <Warning>
      Treat API keys like passwords. Anyone with a valid key can access your account data within the scopes assigned to that key. Revoke any key you no longer use or that may have been exposed.
    </Warning>

    ### Revoking a key

    To revoke a key, open **Organization > Integrations**, find the key in the API Keys list, and click **Revoke**. Revocation is immediate — any system still using that key will lose access instantly.

    ### Viewing active keys

    The API Keys list shows all active keys, their assigned scopes, and when they were last used. Use the **Last used** timestamp to identify keys that are no longer in active use and can be safely revoked.
  </Tab>
</Tabs>