QuickBooks Online
Restrict how your agents can use QuickBooks Online.
Require agents to confirm every change to your books, or set up custom rules for automation.
QuickBooks OnlineBookkeeping agent · Acme Holdingskc_…7f3a
| Permission | Access | Only when |
|---|---|---|
Invoices · Read invoice.read | Allowed | Any request |
Invoices · Create invoice.create | Allowed | body.EmailStatus = NotSet |
Invoices · Create invoice.create | Ask meWaits up to 24 hours | Any request |
Customers · Read customer.read | Allowed | Any request |
Customers · Update customer.update | Allowed | body.sparse = true |
Reports · Run reports.run | Allowed | path.report in ProfitAndLoss, BalanceSheet |
Allowed goes straight throughAsk me waits for your confirmation
What you can control
Permissions
Each row of a key's QuickBooks Online access is one of these, set to Allowed or Ask me.
| Permission | Name in the API |
|---|---|
| Invoices · Read | invoice.read |
| Invoices · Create | invoice.create |
| Invoices · Update | invoice.update |
| Invoices · Delete | invoice.delete |
| Estimates · Read | estimate.read |
| Estimates · Create | estimate.create |
| Estimates · Update | estimate.update |
| Estimates · Delete | estimate.delete |
| Customers · Read | customer.read |
| Customers · Create | customer.create |
| Customers · Update | customer.update |
| Customers · Delete | customer.delete |
| Vendors · Read | vendor.read |
| Vendors · Create | vendor.create |
| Vendors · Update | vendor.update |
| Vendors · Delete | vendor.delete |
| Bills · Read | bill.read |
| Bills · Create | bill.create |
| Bills · Update | bill.update |
| Bills · Delete | bill.delete |
| Payments · Read | payment.read |
| Payments · Create | payment.create |
| Payments · Update | payment.update |
| Payments · Delete | payment.delete |
| Items · Read | item.read |
| Items · Create | item.create |
| Items · Update | item.update |
| Items · Delete | item.delete |
| Accounts · Read | account.read |
| Accounts · Create | account.create |
| Accounts · Update | account.update |
| Accounts · Delete | account.delete |
| Expenses · Read | purchase.read |
| Expenses · Create | purchase.create |
| Expenses · Update | purchase.update |
| Expenses · Delete | purchase.delete |
| Journal entries · Read | journalentry.read |
| Journal entries · Create | journalentry.create |
| Journal entries · Update | journalentry.update |
| Journal entries · Delete | journalentry.delete |
| Deposits · Read | deposit.read |
| Deposits · Create | deposit.create |
| Deposits · Update | deposit.update |
| Deposits · Delete | deposit.delete |
| Transfers · Read | transfer.read |
| Transfers · Create | transfer.create |
| Transfers · Update | transfer.update |
| Transfers · Delete | transfer.delete |
| Sales receipts · Read | salesreceipt.read |
| Sales receipts · Create | salesreceipt.create |
| Sales receipts · Update | salesreceipt.update |
| Sales receipts · Delete | salesreceipt.delete |
| Credit memos · Read | creditmemo.read |
| Credit memos · Create | creditmemo.create |
| Credit memos · Update | creditmemo.update |
| Credit memos · Delete | creditmemo.delete |
| Bill payments · Read | billpayment.read |
| Bill payments · Create | billpayment.create |
| Bill payments · Update | billpayment.update |
| Bill payments · Delete | billpayment.delete |
| Vendor credits · Read | vendorcredit.read |
| Vendor credits · Create | vendorcredit.create |
| Vendor credits · Update | vendorcredit.update |
| Vendor credits · Delete | vendorcredit.delete |
| Attachments · Read | attachable.read |
| Attachments · Create | attachable.create |
| Attachments · Upload | attachable.upload |
| Attachments · Update | attachable.update |
| Attachments · Delete | attachable.delete |
| Employees · Read | employee.read |
| Employees · Create | employee.create |
| Employees · Update | employee.update |
| Reports · Run | reports.run |
| Company info · Read | companyinfo.read |
| Custom rule: a method and a path that you choose. | |