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Granting Users Permission to Sync Information to Accounting

The first step in syncing LMN with QuickBooks Online is to establish a connection between your 2 accounts.

We strongly recommend only a few key people in your company have access to syncing information.  Putting any accounting information through a 'gatekeeper' will ensure clean data and that estimates get sync'd to the correct customers, that you don't end up with the same customers in multiple times, etc.

To complete this process, follow these steps:

  1. Click the Account menu on the left side of your LMN app
  2. Click the Setup Users menu under the Account menu
  3. Click the name of the user to whom you want to grant account permission
  4. When the user screen opens, click the Security tab
  5. Make sure the user's Accounting permission is set to Full Access 
  6. Click OK to save changes to the user

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