You must set up a dedicated Autotask PSA user account with an API User security level. (Feature access required)Ĭonversations between the Intuit Web Connector and Autotask PSA require authentication. SHOW ME Want to learn how to set up this feature? Log in to Autotask PSA and begin the walk-through. NOTE Invoice transfer is allowed to go forward even if the security level prevents access to customer accounts. If you have made a copy of this security level for use with the QB extension and removed permissions required for the data transfer, you might see error messages such as this:Īssigning the API User (system) (API-only) or a security level with the required permissions to the API user will prevent such errors. This way, the web connector using this user account's password will not cease to function without warning.

Required to change password (password does not expire). NOTE We also recommend that for the security level used for the QB integration user account, you enable the following setting: > Admin > Company Settings & Users > Resources/Users (HR) > Resources/Users (HR) > Security > select a Security Level > Other > Miscellaneous > Not We recommend using this security level for your QuickBooks Extension for Desktop. IMPORTANT The API User (system) (API-only) security level grants admin access to data, and meets those requirements. The API user used for the data transfer to QB must be assigned a security level that has access to all entities being transferred, including invoices, purchase orders, timesheets and expense reports.

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