Help
How can we help?
Step-by-step answers for using CanopyDecks. Can’t find what you need? Email canopydecks@gmail.com.
Getting started
- Build your first board packetFrom signing in to a finished packet, whether your books are in QuickBooks or not.
- QuickBooks or uploads: which to useBoth produce the same packet. Connecting saves the monthly exports.
- Set your fiscal yearTell CanopyDecks when your year starts, so year-to-date figures and budgets line up.
Connecting your data
- Connect QuickBooks OnlineRead-only access, granted by a QuickBooks admin, and removable at any time.
- Connect Stripe for SaaS metricsCreate a read-only restricted key in Stripe and paste it into company settings.
- Connect App Store revenueFor subscriptions sold through Apple: a reporting key from App Store Connect.
- Budgets and forecastsBuild next year's budget from last year's actuals, or forecast the rest of this year.