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BOSBON
Level 1

What QBOA Team Member Roles allow a user to be able to disconnect a 3rd party app from a client's QBO account?

I am trying to understand from the new QBO Roles & Permissions released July 2023, what roles allow a user to be able to disconnect a 3rd party app from a client's QBO account? 

1 Comment 1
MariaSoledadG
QuickBooks Team

What QBOA Team Member Roles allow a user to be able to disconnect a 3rd party app from a client's QBO account?

I have some details to provide about user roles in QuickBooks Online, Bosbon.

 

The primary admin is the main user who has access to every part of the QuickBooks account. That means that they are the only person who can initially set up the account. And that includes installing and disconnecting third-party applications. If your clients were the ones who set up their accounts, they are also the ones who can disconnect any applications integrated into their QBO account. 

 

If you are the accountant, you'll have to reach out to your client for them to disconnect the app. For more information, consider checking out this article for reference: User Roles And Access Rights In QuickBooks Online.

 

Apart from this, learn how to keep track of the activities happening inside QBO in the audit log. You'll be able to see who made the change to the books and what they did. I've added this for additional information: Use Audit Log In QuickBooks Online.

 

You can always reply below if you have any questions about user roles. Remember, we're here to get you covered and further assist you with your concerns. Have a nice day!

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