Create Connection Users

Modified on Sat, 25 Jul at 10:15 PM

Overview

QQube requires one dedicated QuickBooks user for unattended communication with each company file. QQube uses this user only when it connects to QuickBooks to extract data, and the QuickBooks license is used only during that communication.

Creating the correct users up front helps prevent login conflicts and ensures QQube can extract the data you select in the QQube Configuration Tool.

Overview of the required QQube connection users

What you will create

A regular QuickBooks user named QQube with full access to the company file.
An Intuit user account when Intuit requires one for sensitive connected services.
A Custom Reporting User in QuickBooks Enterprise.

Important

Use the dedicated QQube user only for QQube synchronization, not for normal QuickBooks access.

Create the QuickBooks synchronization user

Create a regular QuickBooks user named QQube. The QQube Configuration Tool uses this account to connect to the company file, extract data, and then close the session automatically.

Using a dedicated user avoids problems that can occur when another person tries to sign in with the same QuickBooks login while QQube is already connected.

QuickBooks Pro or Premier

Use these steps to create the dedicated QQube user in QuickBooks Pro or Premier.

Open the user setup area

Start the process for adding a new QuickBooks user.

New QB Pro/Premiere User

Add the QQube user

Create a regular QuickBooks user named QQube.

QuickBooks Pro/Premiere Setup Users Step 1

Assign full permissions

Give the QQube user full access.

QuickBooks Pro/Premiere Setup Users Step 2

Finish the setup

Complete the user setup and save the new QQube user.

QuickBooks Pro/Premiere Setup QuickBooks User

Time Tracking requirement

If Time Tracking is missing from the permissions screen, open Edit > Preferences > Time & Expenses and select Yes for Do you track time? The Intuit SDK requires this setting even when you do not track time.

QuickBooks Enterprise

Use these steps to create the dedicated QQube user in QuickBooks Enterprise.

Open the Enterprise user list

Start the process for adding the new QQube user.

Setup QuickBooks Users - Enterprise

Assign full permissions

Give the QQube user full access to the company data.

QQube Configuration - New Enterprise User

Create the Intuit account when required

In some environments, Intuit requires a separate Intuit user account during setup of the QQube QuickBooks user. This usually applies when the company file uses connected services or contains protected information that triggers additional security requirements.

This may be required when the file uses

Employee or company Social Security numbers
Company bank details such as routing and account numbers
Accounts that store bank or credit card numbers
Customers with credit card numbers
Vendors with tax ID information

Important rules

Do not reuse the same special Intuit account that is already assigned to the QuickBooks administrator or another QuickBooks user.
Use a unique special Intuit account for each QuickBooks company file. If QQube aggregates multiple company files, each file needs its own separate account.
You do not need to sign in every 90 days just to rotate the password on this special account when it is used only for the automated QuickBooks login.

Create the Custom Reporting User in QuickBooks Enterprise

This step applies only to QuickBooks Enterprise. Beginning with QuickBooks Enterprise 2011, Intuit added a Custom Reporting User that allows certain reporting data to be accessed more directly. QQube uses this capability in selected operations to improve extraction performance.

Learn more about the synchronization and extraction process.