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Setting up a new Chaser account with AccountsIQ

How to connect AccountsIQ to Chaser

After you have signed up for a free trial of Chaser, using this form, please follow the following steps:

 

To connect your Chaser account to AccountsIQ you will need the Company ID and User Key from your AccountsIQ company. 

 

To find these values, log into AccountsIQ and follow these steps:

 

  • Navigate to 'Setup'
  • Then navigate to 'Company Details & Settings'
  • From there, you should be able to see the Company ID of the company that you would like to connect to Chaser. Copy the one you would like to connect.

Screenshot 2021-02-02 at 06.20.13

Once you have the Company ID, you can now retreive the User Key. To obtain the User Key, follow these steps in AccountsIQ: 

  • Navigate to 'Setup'
  • Then navigate to 'Company Details & Settings'
  • Click 'Integration'
  • Then click 'Request User Key' (you will need to input your password for this)

Screenshot 2021-02-02 at 06.22.54

 

 

Once you have retrieved both the Company ID and the User Key please follow these steps:

  • Login to Chaser
  • You should see the following screen:

Screenshot 2021-02-10 175537

 

  • Select AccountsIQ

Screenshot 2021-02-10 175519

  • Enter your Company ID and User Key values that you have just retrieved into Chaser, and select the correct location of your AccountsIQ company.

 

FAQs

 

Why isn't my company connecting?

The most common reasons for your AccountsIQ company not connecting are the following:

  • You may have selected the incorrect location of your AccountsIQ company, please check your AccountsIQ company location in AccountsIQ.
  • Please make sure there are no spaces / commas next to your CompanyID and your User Key.

 

Need support?

For any more questions on Chaser's integration with AccountsIQ, please get in touch on support@chaserhq.com or message us on live chat, we would be happy to help.