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A
andre-vanegas-yo
September 25, 2024
Question

What user role/permissions should I give to my long time (trusted) software vendor for integration purposes?

  • September 25, 2024
  • 1 reply
  • 0 views
We're looking to integrate our billing system and QB in order to have a full quite of KPIs.

1 reply

J
JanbonN
September 25, 2024

Hello there, Andre. You can use the Company admin role for your vendor to have access to integration in QuickBooks Online (QBO).

 

The company admin has access to every part of the QuickBooks account. They have the same capabilities as the Primary Admin, except for editing or removing the Primary Admin's access.

 

Here's how to add them:

 

  1. Go to the Gear icon and select Manage users.
  2. Click Add users. Then, fill in the Personal info and choose Company admin in the Roles dropdown.
  3. Once done, click Send invite.

 

After your vendor receives the email, let them accept the invite and follow the on-screen steps.

 

Moreover, if you require assistance with the integration, there's a dedicated community for developers and integrations with QuickBooks. You can post your questions on our Intuit Developers support page to get the necessary details and help you need.

 

Additionally, you can run vendor reports to get an overview of your accounts payable transactions.

 

Let us know if you have other concerns with user roles and access rights in QBO. We're here to help you in any way we can.

A
andre-vanegas-yoAuthor
September 25, 2024

Thanks SO much for that info. Is there a way to limit the permissions so that they cannot see or do anything with the financials inside QBO? For "integration" purposes, I figured there'd be some kind of "technical" or "IT" role/permissions. 

S
SashaMC
September 25, 2024

Hello andre-vanegas-yo! You are very welcome. You could always do a custom role, where you can manage user access in QuickBooks and give users only the access needed for their role. Choose what users can see and do within different areas of QuickBooks like banking, sales, payroll, expenses, reports, budgets, and inventory. Here are the first steps:

 

  1. Go to Settings ⚙ and select Manage users.
  2. Select the Roles tab, then select Add role.
  3. Enter a Role name and Role description.
  4. Select what the user role can access in QuickBooks, then select Save Role.

 

From there, you will have to assign and customize the role which can be found in this article which includes a video presentation below! 

 

 

Let me know if you need additional assistance. My team and I are ready to help! See you soon. 

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