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FAQs

Can I change the owner who has set up the integration? If yes, how?

Yes, you can change the owner who has set up the integration. If the user who initiated the integration has left the organization or is unavailable due to similar reasons, you can now re-authorize yourself as the integration owner replacing the old user. Once you assign yourself as the integration owner, only you will have the permission to export reports to QuickBooks Online and configure the integration. However, you can share access to other users to export reports to QuickBooks Online. To change the integration owner:

  • Navigate to AdminIntegrationQuickBooks Online.
  • Click Show Details in the top right of the page.
  • Click Update to change the email address of the old integration owner to your email address.
Update Integration Owner

Once this is done, the integration owner will be updated.

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