Connect IQ
Turn Your QuickBooks Data Into Business Intelligence You Can Act On
Connect IQ turns QuickBooks Desktop and QuickBooks Online data into daily financial insights that help you understand performance, strengthen cash flow, identify opportunities, and make more confident decisions – without spreadsheets or manual reporting.
Don’t see Connect IQ? Your account owner may need to enable access.
What Is Your QuickBooks Data Already Telling You?
Your QuickBooks data already tells a story. Connect IQ brings the metrics that matter into one place so you can quickly understand performance, spot risks, and act on opportunities, at no additional cost in your Rightworks environment.
- See What Is Happening in Your Business
Get ongoing visibility into revenue, profitability, cash flow, receivables, customer performance, pricing opportunities, business trends, and overall financial health. - Turn Financial Data Into Action
Spot changes, risks, and opportunities sooner so you can move beyond reviewing the numbers and make more informed decisions about what to do next. - Less Reporting. More Doing.
Reduce the time spent exporting data, building spreadsheets, and piecing together reports. Connect IQ keeps key insights refreshed as your connected QuickBooks data changes.
The QuickBooks Financial Insights That Matter, All in One Place
Connect IQ surfaces the financial insights that matter most, without the manual reporting work.
Business Performance Visibility
Track revenue, profitability, business trends, and overall financial performance.
Cash Flow & Receivables Insights
Monitor cash flow, receivables, and payment trends so you can identify issues before they impact your business.
Customer & Revenue Insights
Understand customer performance and uncover trends that can help improve revenue and profitability.
Who is Connect IQ Built For?
Connect IQ is designed for customers who want a clearer, faster way to understand the financial information already in QuickBooks.
- QuickBooks Desktop + QuickBooks Online
Connect IQ works with QuickBooks Desktop and QuickBooks Online, helping you get more value from the accounting system you already use. - For Small Business Owners
Monitor cash flow, understand performance, identify risks sooner, and make informed decisions without spending hours building reports. - For Accounting & Tax Firms
Get a clearer view of your firm’s own financial performance, including revenue, profitability, cash flow, and receivables, so you can make more informed decisions about your business and growth. - For Solo Practitioners & Bookkeepers
Track profitability, cash flow, and receivables while managing clients, operations, and growth, without adding more manual analysis to your day.
FAQs
Connect IQ keeps your financial insights daily refreshed as your connected QuickBooks data changes, so you’re always working from current information instead of a one-time export or a report that’s gone stale by the time you read it.
Connect IQ surfaces revenue, profitability, cash flow, receivables and outstanding invoices, customer performance, pricing opportunities, business trends, and overall financial health — all drawn directly from your connected QuickBooks data in one place.
Connect IQ is built for small business owners, bookkeepers, and solo accounting professionals who rely on QuickBooks and want a simpler way to understand performance, monitor cash flow, and spot risks or opportunities without manually building reports.
Instead of exporting data and rebuilding spreadsheets every month, Connect IQ keeps your key financial insights refreshed automatically. You spend less time gathering and formatting information and more time deciding what to do next.
Stop Digging Through Data. Start Acting On It.
Connect your QuickBooks data in Connect IQ and start making more informed decisions with daily refreshed financial insights, included at no additional cost for eligible Rightworks customers.
Don’t see Connect IQ? Your account owner may need to enable access.