Optimise financial management with seamless integration of ClearBooks data, unlocking the power of insightful decision-making through Credit-IQ's advanced analytics

How to Integrate ClearBooks

Set up

Navigate to the ERP/Integrations tab, select ClearBooks from the dropdown menu, and click "Authorise ClearBooks." A new window will appear, prompting you to log in to your ClearBooks account and grant Credit-IQ access.


Click 'Synchronise Now'. Credit-IQ will automatically begin importing your customer and invoice data from ClearBooks.


With all your invoice data successfully synchronised, you can now take full control of accounts receivable tracking and workflow configuration.