> For the complete documentation index, see [llms.txt](https://docs.bunny.com/guide/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.bunny.com/guide/advanced-guides/integrations/accountsiq.md).

# AccountsIQ

The AccountsIQ integration supports the following:

* Synchronize the general ledger from AccountsIQ to Bunny.
* Synchronize completed invoices from Bunny to AccountsIQ. 
* Synchronize accounts related to invoices from Bunny to AccountsIQ if needed.

### Configuration in AccountsIQ

1. Login to your AccountsIQ account. On the dashboard, click **Setup**.

2. Click **Integration Applications**, then **New Integration**.

3. Click New Integration Application. Complete the form as following. Use your own email address in the **Developer Email** field.\ <br>

   <figure><img src="/files/pDvr128xktTsjAAUOJr1" alt="" width="375"><figcaption></figcaption></figure>

4. Click **Create**.

5. When the integration application is created, a modal will appear. This holds the OTP code you will later need to access the developer portal. Click **Copy** to copy the code, then **OK**.<br>

   <figure><img src="/files/EVFOU5eGbpB7PqzBdLIw" alt="" width="375"><figcaption></figcaption></figure>

6. Check your inbox. There will be an email invite to the AccountsIQ developer portal. Subject will be **Developer Portal - New Application Has Been Assigned To You.** Click the link in the email the access the developer portal via the OTP token.

7. Click **All Integration Applications**.&#x20;

8. Click **View** next to the application created in Step 3:<br>

   <figure><img src="/files/qI2qzwG6dkeTKPR2yL9g" alt="" width="375"><figcaption></figcaption></figure>

9. On the Integration Application detail page, copy and store the **Client Id** and **Client Secret** somewhere safe.<br>

   <figure><img src="/files/ahJztUGb6U2VPrEplwPB" alt="" width="375"><figcaption></figcaption></figure>

10. Next, you'll need a default **sales tax code**. Go back to the Dashboard, and select the entity you selected in the Integration Application. That will lead you to the actual AccountsIQ application interface. Click **Setup**, then **Codes Maintenance** and then under **General**, click **Taxes**. Copy the tax code that applies to your scenario, e.g. **V01 for Standard Rate**.&#x20;

{% hint style="info" %}
Bunny has several options for calculating sales taxes, including Kintsugi and Avalara.
{% endhint %}

### Configuration in Bunny

1. In Bunny, click **Settings** in the left side menu, the **Integrations**. Select the **Available Integrations** tab, and click the "Download" button on the AccountsIQ integration panel:<br>

   <figure><img src="/files/H7a2BBjFU5iCagxyOCy2" alt="" width="325"><figcaption></figcaption></figure>

2. This brings up the configuration screen for the AccountsIQ integration:\ <br>

   <figure><img src="/files/cd19l9B52jwYXf68nso5" alt="" width="375"><figcaption></figcaption></figure>

3. In the **Entities** field, select the business entity this integration applies to. Only invoices generated within that entity will be syncrhonized to AccountsIQ.&#x20;

4. In the **Entity ID** field, insert the Entity ID from AccountsIQ where the invoices should be synchronzied to. This is the same entity as was previously selected in **Step 3** in the section **Configuration in AccountsIQ.**

5. Insert the **Client ID** and **Client Secret** that was previously copied in Step 9 in the section **Configuration in AccountsIQ**.

6. In the **Region** field, type the AccountsIQ region code where your account is located. This can be one of **US1**, **EU1**, **EU2** or **UK1**.

7. In the **Default tax code** field, type the tax rate code that was previously picked in **step 10** of the section **Configuration in AccountsIQ**.

{% hint style="info" %}
Do not yet enable the option to synchronize invoices and related objects to AccountsIQ.&#x20;
{% endhint %}

8. Click **Save**. This will take a few seconds while Bunny confirms that the settings entered are correct.
9. Once successfully saved, click the green button named **Sync financial accounts** that will appear in the top right corner. This will copy the general ledger accounts from AccountsIQ into Bunny's financial accounts.

### Financial account mapping

AccountsIQ require that each invoice item is mapped to a financial account. You can either select a default financial account for revenue, or map individual financial accounts to individual price list charges. That enables your organization to post revenue from e.g. subscriptions under one financial account and e.g. professional services under a different financial account.&#x20;

To configure a default financial account for revenue, do the following:&#x20;

1. In Bunny, go to **Billing**, then click **GL mappings**. \ <br>

   <figure><img src="/files/h2j6Iy2mGdq0ykWxlawq" alt="" width="375"><figcaption></figcaption></figure>

   \
   This UI shows all financial accounts in Bunny. Bunny comes with a number of default accounts, and in addition, we also imported the general ledger from AccountsIQ in a previous step.&#x20;
2. Search for and click the financial account that should be used as the default account for charges that do not have specific financial accounts mapped to them.
3. In the **Configuration** section, select the account type **Earned revenue**.
4. Enable the **Default** setting. Alternatively, click **Edit** next to the **Include revenue from these charges** box and select the appropriate charges.

{% hint style="info" %}
It's important that all charges map to a financial account either via a direct mapping or a default. Otherwise AccountsIQ will reject the invoice.&#x20;
{% endhint %}

5. Click **Save**.

### Enabling the integration

1. In Bunny, go to **Settings**, then **Integrations**. Select the **AccountsIQ** integration.&#x20;
2. Enable **Automatically sync invoices and related objects to AccountsIQ**.

Any new invoice that gets generated and released will be immediately synchronized to AccountsIQ.&#x20;

### Troubleshooting

If invoices are missing in AccountsIQ, go to the integration page and click the **Exceptions** tab. Any synchronization failures will show up here with the option to retry individual invoices.&#x20;


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