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Connecting To QuickBooks: User Account

Judah Sali
  • Updated

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

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  • If you wish to create Vendors, Purchase Orders or Bills

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  • No access is required to Banking and Credit Cards

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  • If you wish to create Item Receipts

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  • If you wish to create Time Entries

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  • No access is needed to Payroll and Employees

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  • No access is needed to Sales Tax or VAT

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  • No access is needed to Sensitive Accounting Activities

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  • No access is needed to Sensitive Financial Reporting

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  • No access is needed to Changing or Deleting Transactions

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