01
Sign in to BetterWayIQ Financial
Go to your tenant dashboard. If you don't have an account yet, start a trial from the pricing page.
Setup guide
Connect QuickBooks Online to BetterWayIQ
BetterWayIQ reads from your QuickBooks Online company on a nightly sync. We never write back. Setup takes about 5 minutes.
The five steps
Five minutes from signup to your first dashboard.
02
Open Settings → Integrations
From the sidebar, choose Settings, then Integrations. You'll see a QuickBooks Online card with a Connect button.
03
Authorize on QuickBooks
Clicking Connect sends you to QuickBooks. Sign in if you're not already, then review and approve the read-only scopes BetterWayIQ requests.
04
Choose your company
If you manage multiple companies in QuickBooks, pick the one you want BetterWayIQ to sync. You can only have one connected company per tenant.
05
First sync runs automatically
Once you're returned to BetterWayIQ, the first sync kicks off. Expect 2–5 minutes for a typical chart of accounts and a year of GL entries.
FAQ
The questions every CFO asks before they connect.
What data does BetterWayIQ read from QuickBooks?
General ledger entries, chart of accounts, budget, vendors, A/P aging, and payroll runs. Read-only — we request the com.intuit.quickbooks.accounting scope, nothing else.
How often does it sync?
Nightly, with a manual sync button for when you want fresh numbers before a leadership or board meeting. Sync typically finishes in 2–5 minutes.
Can I revoke access later?
Yes. Click Disconnect on the Integrations settings page and we'll revoke the token with Intuit. You can also revoke from within QuickBooks under "Connected apps."
What if I run multiple companies in QuickBooks?
Each BetterWayIQ tenant connects to exactly one QuickBooks company. If you manage multiple entities, create a BetterWayIQ tenant for each — we keep their data completely isolated.
Prefer hands-off setup?
Our team can handle the whole setup for you — QuickBooks authorization, account mapping, fiscal year alignment, and a walkthrough of your first dashboard. Included with every plan for the first organization you onboard.