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Indiana Institute of Technology Sales reps are supposed to create a record on a child object of Opportunities called Survey Request when an Oppo rtunity is moved to Closed Won. The VP of Sales Operations has indicated that this doesn't always happen, or the rep doesn't populate all fields correctly. The System administrator has been asked to remove permissions from Sales to create these records and automate record creation. Which tool should be used? a. Approvals b. Visual Flow c. Process Builder d. Workflow Intelligence In Accounting Software: 3 Things You Should Know QuickBooks Enterprise Platinum with The Diamond Package February 17, 2020 12:05 AM You might have noticed all accountant team members can now add apps to clients they have been granted access. This is a great relief to many firms with multiple accounting firm team members. Previously, only the QuickBooks Online Accountant Admin had the ability to add third party apps to client files. So, this represents a substantial change in the capabilities of QuickBooks Online Accountant for
your accounting firm. Now, when you log into QuickBooks Online Accountant and view the Apps tab, all accounting firm team members with permissions to the given client can also see and add third party apps. To add client Apps as the Accountant:
Even though multiple team members can add third party apps, it appears that the user who connected the app is the only one with permissions to launch the app they connected. There appears to be a few limitations as to which apps Non-Accountant Admin users can add, but most third-party apps can be added all team members with client access. If you or members of your team have had 'good' or 'bad' experiences with this new process, we would like to hear from you. Just post a comment to this article. Rest assured we will pass the comments along in to Intuit' QBO development team (and even keep them in confidence if you request that we do so). [Note, comments submitted 'in confidence' will NOT be posted live to this site either.] Recommended textbook solutionsFundamentals of Physics10th EditionDavid Halliday, Jearl Walker, Robert Resnick 8,297 solutions
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Where are 2 places you can search for Apps that work with QuickBooks online answer?When using a third-party application, you can go directly to QuickBooks App Store website. From there, you can look for an app that integrates with QBO. Another option access them from the Apps menu within your QBO account.
Where can an accountant user view the Apps connected to a client's QuickBooks Online account from within QuickBooks Online accountant?The number of apps already connected to the QuickBooks account is displayed next to each client's name, and you can easily see whether the app was connected by you or by another user by looking directly underneath the app card in the grid.
Which 2 user types can access the Performance Center in QuickBooks online?Users of QuickBooks Online Accountant and QuickBooks Online Advanced will find the new Performance Center under Reports rather than under the old Overview left-hand menu item.
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