Connecting To QuickBooks: User Account

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





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