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Enter Your Access Token
Check the setup email from Med Profit IQ — it contains your access token to get started.
Don't have a token? Contact support
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Welcome to Med Profit IQ!
Let's connect your practice's financial data so we can build your real-time KPI dashboard, track collections, and forecast cash flow.
This takes about 2 minutes. You can always skip and come back.
How do you want
to connect?
Choose how you'll bring in your practice's financial data. You can always add more sources later.
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Recommended
QuickBooks Online
Automatic daily sync. Connect once and Med Profit IQ updates your dashboard every night.
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Upload CSV File
Export your data from any billing system and upload a CSV. Fast and works with any software.
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Connect QuickBooks Online
You'll be redirected to Intuit to authorize Med Profit IQ. We only read your accounting data — no writes, ever.
- Revenue and collections by provider
- Expense and overhead categories
- AR aging and outstanding claims
- Payroll entries and net pay
✓ QuickBooks is already connected! Your data is syncing.
Upload Your Data
Start with Revenue data for the richest dashboard. You can upload more types after setup.
Don't have a CSV yet?
Download template →
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Does this look right?
Here's what we found in your practice data. Confirm to continue, or go back to re-upload.
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Syncing Your Data
Your QuickBooks data is being imported in the background. This usually takes 1–2 minutes for the first sync.
Importing transactions...
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You're all set!
Your practice dashboard is ready. Track collections, spot trends, and stay ahead of your revenue cycle — all in one place.