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Level 2

QBO Accountant & Client's Apps

I have several clients with connected QBO Apps that they subscribed to directly. I can see what app(s) they have from the Apps tab of my client list, but when I'm in a client there is no access to those apps. Is there a way to change that so that I can access a client's app from inside QBO (i.e. Run by ADP) or do I need to access that app's data outside of QBO (for instance with my ADP Accountant's Connect)?

8 Comments 8
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Level 9

QBO Accountant & Client's Apps

Only the Master Admin can control the connected QBO Apps.

And only the user who installed the Apps in QBO can uninstall them.

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Level 2

QBO Accountant & Client's Apps

Thank you for the reply. As the attached accountant user I'm just trying to find out if I am allowed to access or can be granted access to the app...

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Level 2

QBO Accountant & Client's Apps

Thank you for the reply. As the client's Accountant User on the data, I'm just trying to determine if I as the Accountant have access to or can be granted access to a client's Apps. I have not be able to find a way to do so...

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QuickBooks Team

QBO Accountant & Client's Apps

Thanks for getting back to the QuickBooks Community, @rfinercpa.

 

Allow me to step in and help provide some additional information about the user access in QuickBooks Online application.

 

It depends on the Master or Company admin of the company file on how they set up access to a user. You can ask their permission to grant you with all access rights so you'll be able to navigate your client's app.

 

For additional reference, you can check this article to learn more about the user access: Understanding user types and permissions

 

Feel free to leave a comment below if you have additional questions about the user access. I'll be around to help you out. 

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Level 1

QBO Accountant & Client's Apps

Hello-

In my clients account in the Overview, I can see that they have Transaction Pro. Can I access it? 

Where can I see who added it? Thank you.

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Moderator

QBO Accountant & Client's Apps

Good day, vgotha.

 

For now, QuickBooks Online doesn't have the ability to see who added the Transaction Pro application.

 

There are different levels of access for QuickBooks users. If you're a standard user and set to access everything in QuickBooks, then you'll be able to open the app.

 

You can get more details about the user types in QuickBooks Online in the following articles:

 

Should you need more help with QuickBooks, please let me know. I'll be around to help.

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Level 1

QBO Accountant & Client's Apps

I  am an accountant user on a client's file. I can see the Transaction Pro app. I cannot open it. when I click on the app,  I get information on the right side panel that opens. see two attachments. 

 

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QuickBooks Team

QBO Accountant & Client's Apps

Thanks for clarifying that out for me, @vgotha.

 

Once you have accountant access in QuickBooks Online, you should be able to open the applications that are associated with your account.

 

To verify why you're unable to do so, I recommend getting in touch with the Transaction Pro App Team. They have the tools to check on this behavior and help identify the root cause of this issue.

 

For more details on how you can access and use the apps in QuickBooks, please see this link: Install and use apps.

 

You can always get back to me if there's anything else you need. I'm up for further assistance. Wishing you and your business continued success!

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