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sawdawgs2
Level 1

Installing apps in qbo

How do I activate apps in my apps.
14 Comments 14
RenjolynC
QuickBooks Team

Installing apps in qbo

Hello, sawdawgs2.

 

I'll be happy to share some steps:

 

To find, add, and manage apps in QuickBooks Online, you can follow these steps:

 

  1. Go to Apps on the left panel.
  2. Click the Find apps tab.
  3. Enter the app's name in the search bar or select the Browse category drop-down menu to check out different apps. Once you find the app, select the tile to see the reviews and pricing.
  4. To start the signup process, click the Get App Now button. Then, select Install. Authorize QuickBooks to share your data with the selected app.
  5. Configure any sync preferences.
  6. Hit Save & Sync.

Here's a sample screenshot for a visual guide:

 

 

Once installed, you can go to the My Apps tab and click the Action drop-down menu. Then, select the following:

 

  • Launch the app
  • Access Support for the app
  • Disconnect the app from the company
  • Leave a Review for the app

To learn more about the Apps menu, you can check out this article: How to use QuickBooks Apps.

 

Please let me know if you have more questions related to the Apps menu. I'm here to answer them. Have a great day!

Fiat Lux - ASIA
Level 15

Installing apps in qbo

@sawdawgs2 

Which app do you mean?

SteveAccuware
Level 2

Installing apps in qbo

I am told that only Admin users can user 3rd Party apps is this still true?  You help article on adding access permissions for 3rd party apps is form 2019. 

LieraMarie_A
QuickBooks Team

Installing apps in qbo

I've got the answer you're looking for, @SteveAccuware.

 

Yes, you're right. Only users who have master and company admin privileges will be able to subscribe to an app. There can be only one active connection per app per QuickBooks Online company.

 

Additionally, check out this article to learn more about the different user types: User roles and access rights.

 

Feel free to drop a comment if you have further questions about installing an app in QBO, SteveAccuware. I'm always here to help.

Tinascrubs
Level 1

Installing apps in qbo

Can the Admin with full access download apps or does it have to be the primary admin?

Candice C
QuickBooks Team

Installing apps in qbo

Hey there, @Tinascrubs

 

Thanks for joining in on this thread. 

 

Yes, an admin that has full access can download apps. 

 

Here's a guide that can provide some more details about user roles and access rights in QuickBooks Online

 

I'm only a post away if you have any other questions. Have a wonderful day! 

SteveAccuware
Level 2

Installing apps in qbo

Candice,

I am working with a sales Engineer who works with Jeff Carrete ( who works for Intuit)  who says there is in fact a way that a Non admin can connect to a 3rd Party app.   I have not found this to be th ecase and I have my dev team digging in deeper into this.  WE are developers of a 3rd party app called "Label Connector".  WE are getting complaints from customers who wish to use our add on but are being told by Intuit that Only admins can connect to 3rd party apps.  This restriction actually creates security risks because it forces owners of company's to relinquish Admin rights to employees that they would rather not.  Out app ( Label Connector)  is "Read Only" so we can't corrupt the data base.  Our desktop edition is widely accepted as an App.  But QB desktop allows non admin users to connect ( only after the Admin allows) .   With the Vast API Intuit has created I hope the plan is NOT  to only allow admin users to use 3rd party apps?  This puts a huge "governor" on 3rd party apps as well as QuickBooks Online sales.  Many desktop users who depend on these apps would not be able to convert to QuickBooks Online. 

ShiellaGraceA
QuickBooks Team

Installing apps in qbo

Thanks for joining us here today, @SteveAccuware.

 

I know a place where you can get answers to questions about API's. We have a separate forum called Intuit Developer. You'll want to visit our website so you'll be able to get answers from our Developers Team and other third-party app developers.

 

Here's the link: Intuit Developer.

 

You can also view the API Docs and Tools at the top of the page. Just make sure to provide the required info to access the production of your app data.

 

In case you need help with other tasks in QuickBooks, feel free to browse this link. It has our general QuickBooks topics with articles: View all help for QuickBooks Online.

 

Don't hesitate to reply should you need help with QuickBooks or with anything else. I'll be around for you. Take care and have a good one.

SteveAccuware
Level 2

Installing apps in qbo

It's really not a developer question.  It's a feature question.   I don't think the dev help team ( off shore) understand the question.   This is an important feature question that needs an answer.  I appreciate the involvement.  This one falls into the cracks between developer world and feature world.   You don't need to be a programmer to require this answer.  This thread is answering questions with answers that conflict with what I am hearing form other employees at Intuit.  It's not a developer issue. 

SteveAccuware
Level 2

Installing apps in qbo

Simply put.. can 3rd Party apps be connected to by Non Admin QuickBooks Online users? Some say yes..others say no. This is not a small issue. 

If the answer is "yes"  than provide the procedure. 

If the answer is "No" then the user community needs to know that all 3rd party apps are off limits except for the 1 admin user in the company. The entire apps "store" is only of use to 1 person per company ( maybe 2) .  and that person MUST be  an Admin. 

 

ShiellaGraceA
QuickBooks Team

Installing apps in qbo

Thanks for getting back, @SteveAccuware. Appreciate the details.

 

I have some information about connecting an app in QuickBooks. When connecting an app, it'll require your business billing info. Thus, you'll have to be the account Admin to do so.

 

Please refer to @LieraMarie_A's post for details. However, you can customize your user's role to let other users' access to your downloaded app. You can check out the links below for details:

 

 

If you have follow-up questions or concerns about accessing the third-party app, click Reply and I'll be glad to answer them for you. Have a great day ahead.

 

SteveAccuware
Level 2

Installing apps in qbo

The video link doesn't work...has a Message saying it is "unavailable". The other link just has generic information about Roles with nothing about 3rd party apps. If there is a specific page about enabling access to third party apps in the roles with an example please send it.  The Fathom example is not accurate. 

Video.png

Carneil_C
QuickBooks Team

Installing apps in qbo

Thanks for your prompt reply, @SteveAccuware. I’ll chime in and help you with your concern about 3rd party application in QuickBooks Online. 

 

At this time, only the master admin and company admin have access to this feature in QBO as my colleague shared above. That said, non-admin users don’t have access to the Apps feature, and it would be best to reach out to the person who set up your QBO access.

 

Alternatively, I do think this would be a great time to send this suggestion to our Product Development Team. We value your suggestions. This way, our developers can determine what features to add in QBO's future enhancements.

 

Here's how:
 

  1. Go to the Gear icon.
  2. Choose Feedback.
  3. Enter your comments or product suggestions.
  4. Then click Next to submit feedback.


Please feel free to review these handy articles to help you along the way in managing users in QBO: 

 

 

If you have any further questions with QBO features, please let me know and I’ll do everything I can to help here in the Community!

SteveAccuware
Level 2

Installing apps in qbo

I believe you can enable the use of 3rd Party apps by setting the setting "Do you wish this user to manage subscriptions?"  set to "yes" . We have tested ( now)  with one of our customers and it seems to work.  If the admin user goes into the Mange user rolls area and enables this setting , I believe non admin users can in fact use 3rd party apps.  Note:  the explanations above did not site which setting to enable so we simply tried this one and it seems to allow 3rd party apps now. ( see the setting below) 

 

Enable use of Apps.png

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