CollectIQ syncs with QuickBooks Online to monitor every open invoice in real time. When an invoice becomes overdue, CollectIQ applies your configured collection strategy automatically — sending reminders, tracking promises, and escalating accounts that need human attention.
What data syncs
CollectIQ connects to QuickBooks Online via a secure OAuth integration and keeps the following data in sync continuously.
| Invoices | Open, overdue, and paid invoices with full line-item detail |
| Customers | Contact information, payment terms, and account history |
| Payments | Payment dates, amounts, and partial payment records |
| Aging report | Real-time aging buckets synced continuously |
| Credit notes | Applied credits and adjustments that affect outstanding balances |
What you can do with it
Common use cases for CollectIQ + QuickBooks Online customers.
Automate overdue follow-ups
CollectIQ reads every overdue invoice from QuickBooks and sends reminder emails on your configured schedule — without manual effort.
Reduce DSO for QuickBooks users
Teams using CollectIQ with QuickBooks report a 62% average reduction in days sales outstanding within 90 days of going live.
Prioritize your AR workday
CollectIQ scores every customer in your QuickBooks account by risk and urgency, giving your team a clear priority order every morning.
How to connect QuickBooks
Setup takes under 30 minutes. No IT project required.
Connect QuickBooks
Authenticate with your QuickBooks Online account using OAuth — no API keys or manual data export required.
Review synced invoices
CollectIQ imports your open and overdue invoices and maps customers to your collection segments automatically.
Enable autopilot
Set your collection strategy in plain language and turn on autopilot. CollectIQ begins acting on every overdue invoice immediately.
Frequently asked questions
Related integrations
CollectIQ works with the rest of your stack too.
Ready to connect
QuickBooks?
See how CollectIQ automates collections for your QuickBooks invoices.
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