QuickBooks

Seamlessly connect with QuickBooks to streamline your accounts receivable processes and gain valuable insights.

How to Integrate QuickBooks

Set up

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

Synchronise

Click 'Synchronise Now'. Credit-IQ will automatically start pulling your customer and invoice data from QuickBooks.

Success

Once all your invoice data is synced, you can begin tracking accounts receivable and configuring workflows for your customers.