If QuickBooks is used in multi-user mode, you will need to select a user account for Sync & Save to use when it connects to QuickBooks.

If you wish to limit the access of the account used by Sync & Save, please use the following minimum access settings:

• If you wish to create Customers, Estimates, Sales Orders, Invoices, or Sales Receipts
  
  
  
  
• If you wish to create Vendors, Purchase Orders or Bills
  
  
  
  
• No access is required to Banking and Credit Cards
  
  
  
  
• If you wish to create Item Receipts
  
  
  
  
• If you wish to create Time Entries
  
  
  
  
• No access is needed to Payroll and Employees
  
  
  
  
• No access is needed to Sales Tax or VAT
  
  
  
  
• No access is needed to Sensitive Accounting Activities
  
  
  
  
• No access is needed to Sensitive Financial Reporting
  
  
  
  
• No access is needed to Changing or Deleting Transactions