QuickBooks Permission requirements for Truewind

Confirm the QuickBooks user has the right permissions before authorizing Truewind, resulting in a connection flow that can complete successfully.

Workflow

Step 1

Review client-level access

QuickBooks requires company admin access at the client level before a user can authorize the Truewind connection.

Screenshot showing In client level, company admin access is required for Truewind connection

Step 2

Add a user

Complete this action so the QuickBooks connection succeeds with the required user role.

Step 3

Enter the first name

Provide the requested value exactly as it should be saved so the setup can continue cleanly so the QuickBooks connection succeeds with the required user role.

Step 4

Choose Company admin

Pick the option that matches the client setup; that choice controls what happens next so the QuickBooks connection succeeds with the required user role.

Step 5

Add a user

Complete this action so the QuickBooks connection succeeds with the required user role.

Step 6

Review firm-level access

At the firm level, use either company admin access or the full Standard role before you connect QuickBooks to Truewind.

Screenshot showing In firm level, company admin or all standard is required for Truewind connection

Step 7

Choose Standard all access

Pick the option that matches the client setup; that choice controls what happens next so the QuickBooks connection succeeds with the required user role.

Screenshot showing Click Standard all access

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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