Help Center

Great software should be backed by great support.

Getting started

Set up the basics

Step-by-step walkthroughs to get connected and confident.

Connect QuickBooks step-by-step

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Link your books so we can generate insights, Competitor Analysis, Business Evaluation and your Health Score.

  1. Go to your Business Profile.
  2. Choose QuickBooks or Xero and follow the sign-in + permissions prompts.
  3. Select the correct company file (if prompted).
  4. Return to the Business Profile.

Tip

If you manage multiple QuickBooks or Xero companies, double-check you selected the right company file before completing the connection.

Complete your Business Profile for better insights

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A complete profile makes recommendations more relevant.

  1. Open your Business Profile from the Dashboard.
  2. Fill in your industry, goals, and any missing business details.
  3. Save changes and refresh your Dashboard.
  4. Re-check Invara’s answers and your Health Score trends after your next sync.

Tip

Start with the basics (industry + goals). Even small profile improvements can noticeably tighten recommendations.

Add a second business

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Track multiple businesses from one account.

  1. From anywhere in your account, click the Business Switcher at the top left of the page.
  2. Choose Add business.
  3. Name the business and complete initial setup.
  4. Connect its bookkeeping source (QuickBooks or Xero now; more integrations may follow).

Common questions

FAQs

Quick answers to the most common questions.

What is the Health Score?

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The Health Score is a high-level indicator designed to help you spot trends and risk areas quickly. Treat it as a conversation starter for what to investigate next, not a single definitive verdict.

What plan tiers are available?

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Plan availability and features can change over time. If you’re unsure what you’re on (or what’s included), check your subscription page or contact support for the current tier breakdown.

What is Pioneer membership? (Deadline warning)

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If you’re running a time-limited Pioneer offer, show the official terms here (including the April 30 deadline). Make sure this copy matches the current pricing/terms so it doesn’t drift from what’s actually offered.

How does Invara work?

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Invara is an AI assistant that helps interpret your business data and answer questions in plain English. For best results, ask specific questions and include the timeframe or business context you care about.

What is Competitor Analysis?

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Competitor Analysis helps you understand your competitive landscape and positioning. It’s designed to support strategy decisions (pricing, differentiation, messaging) and should be reviewed periodically rather than daily.

Business Evaluation vs Health Score — what’s the difference?

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Think of the Health Score as a fast signal, while Business Evaluation is a deeper, more structured assessment. Use the Health Score to notice changes; use the Evaluation to decide what to do about them.

How do you handle security and data privacy?

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Only include statements here that are true for your system (storage, retention, access controls). If you have a security page or policy, link it and keep this section aligned with it.

How often does QuickBooks sync?

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Sync timing can vary based on connectivity and provider behavior. If your dashboard looks stale, try reconnecting and checking again later. If it persists, contact support with the approximate time you last expected an update.

When will Xero be supported?

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If Xero support is on the roadmap, list the best-known timeframe here. If it’s uncertain, say it’s planned and invite users to contact support to be notified when it launches.

How do I cancel?

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Cancellation should be available from your subscription management page (or by contacting support, depending on your setup). If you’re seeing an error, include what you clicked and any message you saw when contacting support.

Can I delete my data?

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If you support data deletion, describe the process here and what it includes. If deletion is request-based, instruct users to contact support and specify what data/business should be deleted.

What is Look-back mode?

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Look-back mode focuses on understanding past performance and what drove results. It’s best for diagnosis: what happened, why it happened, and what patterns are emerging.

How does accountant access work?

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Accountant access lets you invite a trusted advisor so they can review your dashboard and insights without sharing your login. Use role-based permissions where possible.

How is mybalancingIQ different from QuickBooks alone?

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QuickBooks is your system of record. mybalancingIQ is intended to help interpret the numbers, highlight patterns, and guide decisions—so you spend less time assembling reports and more time acting on them.

Troubleshooting

Fix common issues

Guides are color-coded by severity (red = critical, amber = moderate, green = minor).

QuickBooks or Xero connection failures

critical

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Symptoms: You can’t connect, permissions fail, or the integration disconnects.

  1. Confirm you can log into QuickBooks or Xero directly (outside mybalancingIQ).
  2. Re-try the connection flow and approve requested permissions.
  3. If you have multiple company files, ensure the correct one is selected.
  4. If it still fails, contact support with the error message and timestamp.

Empty dashboard (no data showing)

critical

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Symptoms: The dashboard loads but metrics/cards show empty or placeholders.

  1. Confirm your bookkeeping connection is active.
  2. Wait a bit—first syncs can take time depending on data volume.
  3. Refresh the page and revisit the dashboard.
  4. If still empty after a reasonable wait, contact support.

Invara answers feel vague

moderate

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Symptoms: Responses are generic or don’t reference your situation.

  1. Ask one question at a time and include a timeframe (e.g., last 3 months).
  2. Add context (goal, constraint, or what decision you’re making).
  3. Ensure your Business Profile is complete.
  4. Try reframing: ask for a short list of hypotheses + what to check next.

Health Score is lower than expected

moderate

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Symptoms: The score dropped or seems inconsistent with your intuition.

  1. Check whether recent months have unusual seasonality or one-off events.
  2. Verify key categories are mapped correctly in your books.
  3. Use Look-back mode to identify what changed month over month.
  4. If you suspect a data issue, contact support with examples.

Competitors look wrong

moderate

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Symptoms: The competitor set doesn’t match your market.

  1. Confirm your industry and positioning details in the Business Profile.
  2. Provide a clearer description of your target customer and offering.
  3. List 2–3 known competitors to anchor the analysis.
  4. Re-run competitor analysis after updating the profile.

Navigation is confusing

minor

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Symptoms: You’re unsure where a feature lives or what to click next.

  1. Use the sidebar sections here to jump to the right topic.
  2. If you’re stuck, contact support with a screenshot of where you are.
  3. Tell us what you expected to happen vs what happened.

Forgotten password / login issues

minor

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Symptoms: You can’t sign in or reset your password.

  1. Try the password reset flow from the sign-in screen.
  2. Check spam/junk for the reset email.
  3. If you don’t receive it, contact support with your account email.

Billing questions

minor

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Symptoms: You need invoices, receipts, or help understanding charges.

  1. Open your subscription management page to view plan and invoices.
  2. If something looks incorrect, contact support with the invoice date/amount.
  3. If you’re canceling, confirm whether you want immediate cancellation or end-of-term.

Tips

Best practices

A few habits that improve clarity, accuracy, and outcomes.

Invara prompting

  • Ask specific questions and include a timeframe.
  • Request “top 3 drivers” or “top 3 risks” to get structured answers.
  • If you want actions, ask for a short plan with 3–5 steps.

Health Score habits

  • Review weekly or monthly—avoid overreacting to daily noise.
  • Use drops as a cue to investigate changes in cash flow, margin, or collections.

Profile maintenance

  • Update your Business Profile when your goals or business model changes.
  • Keep your industry and positioning current for better recommendations.

Competitor Analysis cadence

  • Revisit monthly or quarterly, not daily.
  • Use it before pricing changes, positioning updates, or new marketing campaigns.

Security best practices

  • Use strong, unique passwords and enable MFA if available.
  • Invite collaborators via roles rather than sharing credentials.