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.


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


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