QuickBooks

Unlock the full potential of your accounts receivable with Credit-IQ's seamless integration with QuickBooks. No coding required.

How to Integrate QuickBooks

Set up

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

Synchronize

Click 'Synchronize 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.