Overview

• This guide outlines how to determine what your account's permissions are in Quickbooks.
• *NOTE: If you cannot view any of the pages in this process, you do not have the permissions needed to set up this integration. Please find a user in your organization with the right permissions or contact one of your organization's Admins ***to change your permissions.

Process

1. Log into Quickbooks.

2. Click on the gear icon and then on Manage users under Your Company.

   

3. You will be taken to a Manage users page, where you can view all users and their level of access under User Type.

   

4. As long as you are ****an Admin, you have the necessary permission to set up this integration.