Set up access to bookkeeping transactions

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Acest articol este destinat exclusiv proprietarilor și administratorilor de firme.

To get started with bookkeeping transactions feature, you need to set it up first: connect to your clients’ QuickBooks Online and assign permissions to your employees. Here’s how.

Connect to the client’s QuickBooks Online

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Full access to Bookkeeping Hub with no client limits is available during early access. After this period, usage limits based on your pricing plan will apply.

To start work with Bookkeeping transactions, you need to integrate your client’s QuickBooks Online with their account in TaxDome. Your client must already have a company profile set up in QuickBooks Online. To connect their account with QuickBooks Online:

1. Go to Transactions section of the client’s account.

2. Click Connect to QuickBooks.

3. Log in to QuickBooks Online.

4. Select the company you want to connect with. You’ll see a list of all QuickBooks Online companies you have access to, then click Next.

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Do not select your own firm’s QuickBooks Online account—choose the account that belongs to your client. Bookkeeping transactions feature is not related to the QuickBooks integration for billing .

5. Click Connect.

   

   Once the connection is established, the client’s transactions will begin to synchronize. This may take some time. You will be able to access them in the Transactions section of the client’s account.

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You will need to repeat these steps for each client account.

Disconnect the client’s QuickBooks Online

You need to disconnect the client’s QuickBooks Online from Bookkeeping transactions for each client separately. To do so:

1. Navigate to the Info section of the client’s account and proceed to the Connection section.

2. Click Disconnect.

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When the connection is terminated, all transaction data previously synced from QuickBooks Online will be deleted from TaxDome.

Access to transactions

Firm Owner and Admins can work with all clients’ transactions. Firm employees can work with transactions only if:

• they have access right to manage account transactions AND
• they have access right to view all accounts or they are assigned to the account

To give your employees access rights to work with your clients’ transactions:

1. Go to Settings > Team & Plans in the left menu bar, open the Team members tab, click on three dots to the far right of the employee’s name, then click Edit.

2. Enable the Manage account transactions toggle.

3.If you want an employee to manage not only the transactions of their assigned accounts but of all accounts, enable the View all accounts toggle.

4. Faceți clic pe Save (Salvare).

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