Common access issue
If the Intuit user can sign in but cannot finish authorization, the account usually lacks the permissions required to approve the third-party connection.
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Connections / ERP Setup
QuickBooks Permission Requirements for Truewind
Make sure the QuickBooks user who authorizes Truewind has the access needed to complete the current connection flow.
Workflow
Setup workflow
Step 1
Identify the QuickBooks user who will connect
Confirm which Intuit login will complete the connection and whether that user has the required admin or accountant access.
Step 2
Start the QuickBooks connection from Truewind
In Connections > Accounting, select Connect on the QuickBooks card.
Step 3
Sign in with the correct Intuit user
Use the approved QuickBooks user during the Intuit sign-in flow instead of a personal or limited-access login.
Step 4
Authorize Truewind and verify the connection
Complete the Intuit authorization steps and confirm QuickBooks returns to Truewind as connected or syncing.
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