How to set up sync permissions per user in Quickbooks

Sync permissions in Acctivate are manged on the Quickbooks. Example if you want certain users to sync Sales Invoices instead of Purchase Order bills, then you can setup the permissions in Quickbooks to do so. We recommend that you sync with an Admin account but if you want to setup restrictions, you can do so.

First Log into Quickbooks and go to Company > Users > select “Setup Users and Roles”.

setup users and roles - menu

In the “Users and Roles” window, you can setup a “New” user or “Edit” an existing user. Assuming you have the users already setup in Quickbooks, you can modify their sync permissions by modifying or changing their roles. The sync between Acctivate and Quickbooks is tied to the user and what their role allows them to do. To change the permissions per role, click on the “Role List” tab.

User sync permissions that link with the Acctivate sync are “Accounting”, “Customers & Receivables”, “Customer & Vendor Profile Lists, “Lists”, “Vendors & Payables”. Each one affects the sync differently described below.

Accounting – Manages Journal entries and closing date information

Customers & Receivables – Sales invoices, Credits, payments

Customer & Vendor Profile Lists – Manage Terms List

Lists – Acctivate checks Item list for product class changes,  Chart of Accounts, sales tax

Vendors & Payables – mantaining PO bills

setup users and roles - roles

 

Under the “New Role”, I’ve created an example role called “Acctivate user”  and allowed full access to the 4 tables described above since those are the main Areas Acctivate syncs with. You can expand each one and setup “Area Access Level” permission as well per Area.

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Posted in Configuration, QuickBooks and Sync - Last modified on February 3, 2016daniel.stenbro
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