Before you get started, be sure that QuickBooks users are assigned the proper permissions in QuickBooks. For more information about how to set access rights, refer to QuickBooks Help. To set access rights, you must be the QuickBooks Administrator.
| Customer and Receivables | Invoices: Partial, View, Modify |
| Sales Orders: Partial, View, Modify | |
| Sales Receipts: Partial, View, Modify | |
| Lists | Customer/Vendor Profile Lists: Terms List, Partial, View List, Modify Entries |
| Item List: Partial, View List, Modify Entries | |
| Sales Tax Code List (If you map this field in Sales Orders and provide Value Translations): Partial, View List, Modify Entries | |
| Centers | Customer Center: View List, Modify Entries, View Balance |