Follow these steps to connect your iCompleat company to AccountsIQ.
- On the homepage, select Configuration.
- Select Company management.
- Go to Connection.
- Next to Connect to a new finance system, select Connect.
- Select AccountsIQ.
- Enter your AccountsIQ Company name, Company ID, User key, and Domain URL, and select OK.
To access your User key, log in to AccountsIQ, and go to Setup > Company Setup > Company Details & Settings > Integration tab, and 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.
- Select the AccountsIQ connector from the drop-down, and select Search.
- Select your company from the drop-down, and select Connect.
If you can't see the company you're looking for, you might need to connect to your finance system again to authorise access.
- Select the settings for the features you use in AccountsIQ, and select Save.
Our recommended settings are selected by default.
- You're now connected!
You can view and edit your connection information on this page.