Allowing User Access to QB for Zapier Integrations

IntrepidDigital · ‎December 06, 2022

Hello,

I run a small marketing agency. I have a review/reputation management software that many of my clients would like to integrate into their invoicing workflow.

I need access to their QB accounts so I can set up the integration through Zapier.

What is the best way to go about this without them giving me access to sensitive information? Is there a way to do this?

Thanks

Tori B · ‎December 06, 2022

Hi there, @IntrepidDigital.

You would need full access (admin) to the account in order to integrate the app with QuickBooks Online.

For additional information about user roles, check out User roles and access in QuickBooks Online.

I also wanted to mention you can reach out to our Developer Team any time you have questions about integrating a new app or an app you've created. They are there to help make the process as smooth as possible.

Let me know if you need anything else. Take care and have a good one!

Fiat Lux - ASIA · ‎December 06, 2022

@IntrepidDigital

You should develop your app to integrate with QBO natively which is similar to NiceJob. Otherwise, you will have to ask your clients to invite you as a Company Admin to set up connections with Zapier.

https://nicejob.grsm.io/quickbooks

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