To use the AccountsIQ (V2) direct integration to post expense and invoice data, or to synchronise reference data, you must first link your AccountsIQ account to ExpenseIn.

Note: For security reasons, ExpenseIn cannot link your ExpenseIn account and AccountsIQ account on your behalf. This must be completed by an authorised person from your company.

To connect your AccountsIQ account to ExpenseIn, follow the steps below:

1. Click the Account Name > Admin.

2. In the Integrations section, click the Accounting subheading.

3. Locate AccountsIQ (V2) from the available connections list and click the Connect button.

4. Against the new AccountsIQ (V2) connection, click the three dots icon and select Edit Credentials from the drop-down.

5. Select your Region, populate the Application Key and Client Secret fields with your AccountsIQ (V2) information, and click Save.

Note: You can generate an Application Key and Client Secret from within AccountsIQ by going to Setup > Integration Application > New Integration Application > AIQ Connectors > ExpenseIn Connector.

6. Go back to the Accounting page to ensure the AccountsIQ (V2) integration has a Connected status.

Once the status displays as Connected, you can:

If you have any questions or have any issues connecting the AccountsIQ (V2) integration, contact our Support team for assistance.