All your clients and suppliers at your fingertip

Do you have a question about a client or a supplier? Browse your list of partners.

It is perfect for answering questions like:

  • Are we decreasing our cost on that supplier?
  • How much did we invoice on that client already?

Or, to have the list of all transactions related to the partner. We use it to take a screenshot and paste it into our payment reminders.

Clients and vendors are tagged for your ease.

  • A partner may be both client and vendor.
  • A partner may have documents in different currencies.

There is no need to duplicate partners anymore. Dear #QuickBooks Online users, the partner merge feature is coming.

Annotation 2020-07-03 092614.png


Take the pulse of your business at your fingertip.

Anywhere. Anytime.

www.kopilot.io