Connect to AccountsIQ

iCompleat connects to AccountsIQ to post your invoices & share your AP & purchasing data in real time.

iCompleat posts to AccountsIQ:

• Invoice line & header data
• Invoice PDF
• New suppliers
• Tax codes

iCompleat retrieves from AccountsIQ:

• Supplier information (including bank details & payment terms)
• Currency codes
• Account codes
• Tax codes
• Departments
• Delivery sites
• Journal reference of the posted invoice
• invoice payment status

Follow these steps to connect your iCompleat company to AccountsIQ.

1. On the homepage, click Configuration.
2. Click Company management.
3. Go to Connection.
4. Next to Connect to a new finance system, click Connect.
5. Click the AccountsIQ tile.
6. Enter your AccountsIQ Company name, Company ID, User key & Domain URL, & click OK.

    

   To access your User key, log in to AccountsIQ, & go to Setup > Company Setup > Company Details & Settings > Integration tab, & request the user key.

   To identify your Domain URL, check the beginning of the URL you use to access AccountsIQ. It will contain UK 1, EU1, or EU2.

    

   
7. Select the AccountsIQ connector from the drop-down, & click Search.
8. Select your company from the drop-down, & click Connect.

   If you can't see the company you're looking for, you might need to connect to your finance system again to authorize access.

   
9. Select the settings for the features you use in AccountsIQ, & click Save.

   Our recommended settings are selected by default.

   
10. You're now connected!

    You can view & edit your connection information on this page.

    Check out Connection status & settings for help understanding the details & settings available on this connection page.

    

Continue setting up your live company >>