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A 3rd party connector called WorkBench by Domo is currently not allowed to access personal data. In the Quickbooks settings, I can't "check" the box to give permission. I want to allow access to personal data, but it's greyed out. How can I change this setting?
Personal data is one of the most valuable assets in a company, @Gambit. Let's review your mode and access to ensure we can permit the integrated application.
Please make sure to log in as an Admin user in QuickBooks Desktop. You'll also want to go to the File menu to check if you're using the Single-user Mode. If not, visit this guide to learn how to switch from one to another: Features available and tasks you can perform in single or multi-user mode in QuickBooks Desktop.
If you're still unable to tick the Allow this application to access Social Security Numbers, customer credit card information, and other personal data checkbox, I recommend contacting our Support Team. They can pull up your account securely and conduct further investigation. This way, they'll be able to provide appropriate troubleshooting.
Here's how:
See this article for our operating hours to contact us promptly: Contact QuickBooks Desktop support.
Feel free to read this reference to know what to do before authorizing them: Allowing third-party access to your company file.
Otherwise, use this information to prevent admission: Block applications from accessing QuickBooks company files.
I'd like to know how you get on after communicating with our experts, as I want to ensure we resolve this. Feel free to reply to this post. I'll surely get back to you.
Thank you for your response. Yes, I can confirm I was logged in as ADMIN and in Single User Mode. Intuit Customer Service tried for nearly an hour to find a solution with no luck. We ended the call with nothing fixed.
Yes, I was signed in as ADMIN and in Single-User Mode.
Intuit QB Customer Service spent an hour trying to troubleshoot the issue with no luck. We ended the call with no solution.
Yes, I was signed in as ADMIN and in Single-User Mode.
Intuit QB Customer Service spent an hour trying to troubleshoot the issue with no luck. We ended the call with no solution.
I understand how you must be feeling right now, @Gambit. I recognize the importance of getting this resolved as quickly as possible.
I know that you've already contacted our support team. However, your concern requires the expertise of our designated team. They possess the necessary security protocols to access your account details, which is beyond the scope of what can be done here in the Community space.
That said, I recommend contacting our QuickBooks support team. Rest assured that, if deemed necessary, they will refer the issue to our engineering department for a more in-depth resolution.
Moreover, you can visit our Help pages. Some articles provide detailed instructions and guidelines that can assist you in managing QuickBooks Desktop more efficiently.
You can tap the reply button below whenever you need my help with QuickBooks-related queries. I'm always here to back you up.
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