Integration User Rights

Problem

Errors when synchronising data because the user who authorised access does not have permissions.

Limitations when reading/writing data because of role permissions of user.

Solution

Simplest way to describe it: the user who authorises should be able to perform the same action expected of the connection. e.g. read financial statements, add invoices.

Examples

The below table provides examples of the user roles with appropriate read or write access.

Platform	User roles
QuickBooks Desktop	Standard user (all) Company aAdmin Accountant
Sage Business Cloud	Full access Custom
Sage 50	Full access Custom Customers & Sales Vendors & Purchases Inventory & Services Banking & General Ledger Company
Xero	Adviser Standard