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Set QuickBooks Sync Permissions (Admin Only)

This tutorial shows administrators how to configure user role permissions for syncing Purchase Orders and Sales Invoices from WorkTraq to QuickBooks.

Video Tutorial

1. Open Main Menu

Click the hambuger-menu-icon.png Main Menu icon to open the navigation menu.

quickbooks-permission.png

2. Access Admin Settings

Click Admin Settings to open the administrative configuration panel.

quickbooks-permission (1).png

3. Open User Roles

Click User Roles to view and manage user role permissions.

quickbooks-permission (2).png

4. Select a User

Open the user that you want to configure.

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5. Configure Purchase Orders

Select the Purchase Order module.

quickbooks-permission (4).png

6. Enable QuickBooks Sync

Set Sync to QB to All to allow this user to sync Purchase Orders to QuickBooks.

quickbooks-permission (5).png

7. Configure Sales Invoices

Select the Sales Invoice module.

quickbooks-permission (6).png

8. Enable QuickBooks Sync

Set Sync to QB to All to allow this user to sync Sales Invoices to QuickBooks.

quickbooks-permission (7).png


You have successfully configured the required permissions for QuickBooks synchronization. Selected users can now sync Purchase Orders and Sales Invoices from WorkTraq to QuickBooks.

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