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AccountsIQ Integration
Seamlessly integrate AccountsIQ with Joblogic to synchronise customers, suppliers, invoices, and payments, ensuring accurate financial data management across both platforms.
by Joblogic Marketplace
The AccountsIQ-Joblogic integration enables businesses to streamline their financial processes by synchronising key entities such as customers, suppliers, tax codes, nominal codes, invoices, and payments.
By automating financial data exchange between AccountsIQ and Joblogic, businesses can eliminate manual entry, reduce errors, and maintain up-to-date financial records.
Key Benefit:
- Time-Saving Automation – Automatically sync customer, nominal code, and tax code data between AccountsIQ and Joblogic, minimising manual entry.
- Improved Accuracy – Reduces errors in financial data by ensuring consistent information across both systems.
- Efficient Invoice Management – Streamlines accounting by exporting sales invoices from Joblogic to AccountsIQ.
- Enhanced Financial Control – Keeps financial data up-to-date, helping businesses make well-informed decisions.
- Seamless Integration – Simplifies workflows with smooth, end-to-end integration between Joblogic and AccountsIQ.
- Reduced Admin Overhead – Lowers administrative tasks, freeing up time for strategic initiatives.
01
Seamless Data Synchronisation
Automatically keep Joblogic and AccountsIQ in sync – no more duplicate data entry.
Syncs in both directions for the information that matters most:
- From AccountsIQ to Joblogic: Customers, Suppliers, Tax Codes, Nominal Codes.
- From Joblogic to AccountsIQ: Sales Invoices, Purchase Invoices.
Payments: Updated both ways, so your financial records are always accurate.
02
Smart Automation
If a customer or supplier doesn’t exist in AccountsIQ, the integration creates them instantly during the sync – no manual setup needed.
Automatically assigns default bank and tax codes to new entries for speed and consistency.
03
Rich, Detailed Data Transfer
Transfers full contact and account details for customers and suppliers.
Sends all invoice line item details – quantities, pricing, tax, GL codes, and even job location data – so your accounts stay audit-ready.
04
Tailored for Subcontractor Management
Handles subcontractor invoices seamlessly by categorising them correctly as supplier invoices in AccountsIQ.
05
Error-Free Invoicing
Once an invoice is synced, it’s marked in Joblogic as “Pass to Account” – preventing any chance of duplicate entries.
06
Complete Audit Trail
Every sync is logged with time, date, and success/failure status.
Clear error messages when something needs fixing – and exportable reports for compliance and review.
07
Control at Your Fingertips
Run a sync instantly with “Sync Now”.
Progress banners keep you informed, so you know exactly when your data has been updated.
Price available on Request
To read our handy guide, click here.
Version
1.0.1
Categories
Finance and Billing
Integration Tools
Recommended for
Finance Team
You May Also Like
The AccountsIQ-Joblogic integration enables businesses to streamline their financial processes by synchronising key entities such as customers, suppliers, tax codes, nominal codes, invoices, and payments.
By automating financial data exchange between AccountsIQ and Joblogic, businesses can eliminate manual entry, reduce errors, and maintain up-to-date financial records.
Key Benefit:
- Time-Saving Automation – Automatically sync customer, nominal code, and tax code data between AccountsIQ and Joblogic, minimising manual entry.
- Improved Accuracy – Reduces errors in financial data by ensuring consistent information across both systems.
- Efficient Invoice Management – Streamlines accounting by exporting sales invoices from Joblogic to AccountsIQ.
- Enhanced Financial Control – Keeps financial data up-to-date, helping businesses make well-informed decisions.
- Seamless Integration – Simplifies workflows with smooth, end-to-end integration between Joblogic and AccountsIQ.
- Reduced Admin Overhead – Lowers administrative tasks, freeing up time for strategic initiatives.
01
Seamless Data Synchronisation
Automatically keep Joblogic and AccountsIQ in sync – no more duplicate data entry.
Syncs in both directions for the information that matters most:
- From AccountsIQ to Joblogic: Customers, Suppliers, Tax Codes, Nominal Codes.
- From Joblogic to AccountsIQ: Sales Invoices, Purchase Invoices.
Payments: Updated both ways, so your financial records are always accurate.
02
Smart Automation
If a customer or supplier doesn’t exist in AccountsIQ, the integration creates them instantly during the sync – no manual setup needed.
Automatically assigns default bank and tax codes to new entries for speed and consistency.
03
Rich, Detailed Data Transfer
Transfers full contact and account details for customers and suppliers.
Sends all invoice line item details – quantities, pricing, tax, GL codes, and even job location data – so your accounts stay audit-ready.
04
Tailored for Subcontractor Management
Handles subcontractor invoices seamlessly by categorising them correctly as supplier invoices in AccountsIQ.
05
Error-Free Invoicing
Once an invoice is synced, it’s marked in Joblogic as “Pass to Account” – preventing any chance of duplicate entries.
06
Complete Audit Trail
Every sync is logged with time, date, and success/failure status.
Clear error messages when something needs fixing – and exportable reports for compliance and review.
07
Control at Your Fingertips
Run a sync instantly with “Sync Now”.
Progress banners keep you informed, so you know exactly when your data has been updated.
Price available on Request
To read our handy guide, click here.
Version
1.0.1
Categories
Finance and Billing
Integration Tools
Recommended for
Finance Team
You May Also Like
What is the AccountsIQ integration in Joblogic?
Who would benefit most from using this integration?
What data can be synced between Joblogic and AccountsIQ?
Are subcontractors included in the sync?
Does the integration prevent duplicate invoices?