by Sunburst Software Solutions, Inc.
Archives by Month

QuickBooks Tip: User Permissions & Third Party Applications

Print Friendly, PDF & Email

User permissions  issues can occur especially when dealing with third party QuickBooks integrated applications and the Enterprise edition where user permissions can be highly customized.  In some cases, it appears that all users need to have the same administrative rights when they sign into QuickBooks as when the software was installed.

QuickBooks TipBetter understanding of the process may help reduce some of the frustration and allow you to assist your clients in installing the third party application satisfactorily.

When a QuickBooks third party integrated application is initially installed, and sends its first request for data, the person who is the QuickBooks Administrator must be logged into the company data file in single-user mode to grant the application permission to access the company data file.


Example:

Larry is the QuickBooks Administrator and Karen is an employee who will be using the third party application.  Karen does not have the same user rights or permissions to access data as Larry.

When the integrated application sent it first request to the company file – basically the 3rd party software would say “Hi QuickBooks, I’m Application X and I would like to work with the data in this company file.”   Larry would initially grant permission to the third party application by selecting “Yes, Always” in the QuickBooks Application Certificate window.

QuickBooks Application Certificate window

Larry’s next task would be to choose a user – from the drop down menu, who had sufficient permission to run the program.

In an example like this, Larry would select the Admin user OR create a new user with the applications name with permission to access the portions of QuickBooks that the integrated application needed to work with.

By setting up permissions like this Karen would have to use the 3rd party application with the company data file closed, the 3rd party program would log in with the designated permissions even though Karen herself would not be able to access the data directly within QuickBooks.


3 Responses to QuickBooks Tip: User Permissions & Third Party Applications

  • Howard, thanks for dropping by and taking the time to comment on this article. I agree with you 100%, granting permissions for 3rd party applications is a cumbersome and often times a very frustrating process! Like you, we experience a customer or two every month who falls into this trap. I sure wish Intuit would make it a little easier for everyone.

  • Hi Nancy, thanks for an informative article. Our ActiveBooks QuickBooks add-on (https://www.activebooks.net), designed to automatically email your QuickBooks reports, requires our users to go through this somewhat cumbersome procedure. Most of our clients have no problem, but each month at least one customer falls victim to the authorization process. I have bookmarked your post and will add it to the instructions our support team sends out when troubleshooting installation problems.

    Thanks again!

    https://www.ActiveBooks.net
    “Auto Schedule your QuickBooks Reports”

  • Pingback: Tweets that mention #QuickBooks Tip: User Permissions & Third Party Applications | QuickBooks for Contractors blog -- Topsy.com

Leave a Reply

About Your Host:

Nancy Smyth, Certified QuickBooks ProAdvisor

Nancy Smyth, Sunburst Software Solutions, Inc.
QuickBooks Construction & Payroll Expert


I've been using and supporting QuickBooks products since the early 1990's. I've worked with thousands of contractors, assisting them with QuickBooks setup, Certified Payroll Reporting requirements, AIA Billing and Weighted-Average Overtime.


QuickBooks is a powerful product, but learning how to use it in your construction business can be difficult. I hope you find resources available here to be helpful.

Search our site
Stay updated!

Sign up to receive our latest QuickBooks Tips, Tricks & News via email:


Enter your email address:

Delivered by FeedBurner


We promise NOT to sell, rent, or otherwise distribute your name and email address!

FREE 30-Day Trials

Request FREE 30-day Trials of QuickBooks add-ons for Certified Payroll, AIA Billing & Payroll Wage Management. Save time and increase accuracy on time-consuming error prone tasks; so you get paid on time!

Free 30 day trials of QuickBooks integrated add-ons for certified payroll, aia billing and weighted-average overtime

Certified Payroll Training:
Learn how to complete a Certified Payroll (Prevailing Wage) Report and fulfill your reporting requirements - 2 hour recorded webinar - $99.99. Click here for more info.

certified payroll requirements webinar
QuickBooks Training

Frustrated with QuickBooks?

QuickBooks Premier ContractorLearn how to get the MAXIMUM possible results from QuickBooks in your construction business! Visit our new QuickBooks training website, Learn to use QuickBooks in your construction business.

QuickBooks Time Tracking

Save 10%/FREE 14-day trial!


QuickBooks Time Tracker