Connect to client QB

  • 15 March 2023
  • 1 reply

Userlevel 3
Badge +4

On a clients detail page, it says connected applications and then manage connections. When you click that it says you need a log in to thier QB in order to make the connection. 

If you are under thier QB as an Accountant, can I just use my accountant log in? 

1 reply

Userlevel 7
Badge +19

I’ve never messed with that section. I’m curious if anyone else uses it.

Based on my first glance, it looks like it would be your QBO Accountant login and it will sync the contact details.