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Nara-Lee
Level 1

Require role to connect Syft

I want to connect Syft to Quickbooks, what kind of role i need?

2 Comments 2
Bryan_M
QuickBooks Team

Require role to connect Syft

Hi, Nara. The role needed to connect a third-party application to QuickBooks is a Primary/Company Admin access.

 

Since you want to connect a particular application in QuickBooks, you will need to ask the permission of your Primary/Company Admin to perform this. Or else transfer the account ownership to you.

 

However, if you are the owner of the account, follow these steps:

 

  1. In the upper right corner, between the Lightning and Bell options, click the Plug icon.
  2. Move to the + Find integrations tab.
  3. Type in the name of the application in the search field and pick it.
  4. Follow the on-screen steps.

 

Keep us updated if you have further clarification on integrating a third-party application in QuickBooks to improve your work efficacy by leaving a comment below.

MichaelTomar
Level 2

Require role to connect Syft

To connect Syft you need to log in as a Primary Admin or Company Admin in QuickBooks Online. Only these roles can authorize third-party apps. Once connected, that user becomes the Syft admin and will get notifications if someone else reconnects later.

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