QuickBooks
Connect-it with QuickBooks
Know-it isn’t your standard financial services company – we make credit management simple and easy. Our innovative cloud-based credit management platform seamlessly integrates with all your leading accountancy packages such as QuickBooks.
Integrating with QuickBooks couldn't be simpler
Know-it seamlessly integrates with QuickBooks, providing real-time customer credit tracking and data intelligence automatically. It helps automate your credit control process so you can make mitigate credit risk, effectively manage your credit and better understand your customer. Know-it helps you streamline your credit control process and save time trolling multiple sites to find the information.
About QuickBooks
QuickBooks is world-leading online accounting software built for small business.
- Effortlessly manage your finances in real-time on our smart and secure platform.
- Automate your books, always know where you stand financially, submit your taxes, get paid and manage your employees.
- Run your business on the go. Use our mobile app to reconcile, send invoices, or create expense claims - from anywhere.
- QuickBooks will automatically sort and calculate your VAT, submitting your tax return directly to HMRC.
- Connect your bank and run real-time reports to track payments and forecast cash flow.
QuickBooks customers will enjoy having the ability to:
- Credit check existing or new customers
- Track changes to company's credit reporting and credit rating
- Alerts if any of your customers have gone into liquidation or administration etc.
- Matches any of your customer losses from unsecured creditors
- Monitoring 24/7, 365 days per year
Know-it highlights any financial areas of concern with your customers that might impact on their ability to pay. It updates 24/7 365 days per year and brings together feeds from several sources all in the one easy to manage platform.
Our app helps credit control departments and business owners to streamline their credit control process.
Connecting your QuickBooks with Know-it takes seconds.
You can sign up directly using our existing QuickBooks Account login to automatically create a Know-it subscriber account or simply just sign-up for a new Know-it account and then simply connect your ledger from your QuickBooks Account.
Know-it will initiate a one way synchronisation with your contacts, billing, invoices and payments and match your data to our Know-it database to provide additional financial insight on your customers and financial stability.
Our system will then be monitoring any changes to your customers financial status and bring these to your attention. We don't change or alter your QuickBooks data, we only notify you of changes that can impact on your customers ability to pay or provide them with credit.
