Accounts IQ

Introduction

The AccountsIQ (AIQ) integration allows for seamless synchronisation of financial data, ensuring accurate invoicing, payments, and account management.

By automating key processes—such as customer and supplier synchronisation, invoice management, and payment updates—this integration helps streamline financial data management between Joblogic and AccountsIQ.

This guide will walk you through how to access and use the integration effectively.

How to access the AccountsIQ module

To get started, click Marketplace from the main menu, then select AccountsIQ.

Logging in

Once the app opens, log in using your AccountsIQ credentials. You'll need to do this each time you access the module.

After logging in successfully, you’ll be redirected to the synchronisation page.

What can be synced?

Important Notes:

• Ensure Customer/Supplier Codes in AIQ match Reference Numbers in JL to prevent duplicate records.
• Changes to existing entities will not sync automatically.

What data will be synced?

Customers & Suppliers (AIQ → JL)

• Reference Number, Name, Address, Postcode, Telephone, Account Number

Tax & Nominal Codes (AIQ → JL)

• Tax Codes: Code, Description, Value
• Nominal Codes: Code, Description, Type

Sales Invoices (JL → AIQ)

• Checks if the customer exists in AIQ.
• If not found, AIQ will automatically create the customer.
• Default Bank Account Code and Tax Code are assigned.
• Invoiced Quantity, Stock Item ID, Price, Tax Code, Tax Rate, GL Code, Item Location, Item Sub-location.

Purchase Invoices (JL → AIQ)

• Checks if the supplier exists in AIQ.
• If not found, AIQ will automatically create the supplier.
• Default Bank Account Code and Tax Code are assigned.

Payments Synchronization (JL ↔ AIQ)

Payments sync bidirectionally to maintain accurate financial records.

Subcontractors

Note: In AIQ, subcontractors are treated as suppliers. All purchase invoices related to subcontractors will be categorized under the Supplier category.

Syncing Data in AccountsIQ

To sync data, click Sync Now under the section you want to update.

You'll then need to confirm the sync.

A banner will appear at the top of the screen to indicate that the sync is in progress.

To check past sync attempts, go to the History tab.

If any syncs have failed, click the arrow next to the entry to view the reason for the failure.

Further Support

For further information or assistance with the above, contact our Support Team on 0800 326 5561 or email support@joblogic.com. Alternatively, our Customer Success Management team can be reached by emailing customersuccess@joblogic.com

Publishing Details

This document was written and produced by Joblogic’s Technical Writing team and was last updated on the date specified above. Be aware that the information provided may be subject to change following further updates on the matter becoming available. Additionally, details within the guide may vary depending on your Joblogic account’s user permissions.