Goal:
Step 1 in the QuickBooks Desktop set up process
Before you begin QBD setup
How do I add a new Procurify user to establish a connection between Procurify and QuickBooks Desktop
The following article outlines how to create a user specifically for establishing the Procurify and QuickBooks Desktop connection. Carefully read the QuickBooks Desktop Integration Overview page before beginning the setup process.
Steps:
You must be a Superuser to complete the following steps.
In Procurify, navigate to Settings → Manage Users
Click + New user
We recommend naming the user "QuickBooks Desktop Integration" and using an email to which you have access in case the password ever needs to be reset.
Assign the Superuser Role.
Ensure to create a password for the user by clicking the link in the email invite. Best Practice: Use a password vault to store this password and provide the password to the relevant employees.
Important:
Do not deactivate this user. It must remain in the system as a service user.
Ensure the team owns these user credentials in case another team member assumes the role.
Once you've completed the following steps, continue to How to setup QuickBooks Desktop Web Connector
Additional Information:
Do not deactivate this user. It must remain active in the system as a service user.