All Collections
FAQs & System Requirements
Integrations & importing
Which QuickBooks user roles can import data into Fathom?
Which QuickBooks user roles can import data into Fathom?

Find out the QuickBooks user permissions that you need in order to successfully import your data from QuickBooks into Fathom.

Samantha McGanney avatar
Written by Samantha McGanney
Updated over a week ago

You need to be a company administrator in QuickBooks to add applications.

There are two different user roles in QuickBooks that have these permissions, the β€œMaster Administrator” or the β€œCompany Administrator” role type.

Note: Credentials for QuickBooks Online Accountant may not work as they don't necessarily imply admin rights over the individual company files, you will need to use company credentials.

If you need to import on behalf of the client, then you will need to ask the client for their credentials, or log into their QuickBooks account and manually upgrade your permissions from the 'Manage Users' drop down menu.

From there they can either invite you as an accountant or create you as a new user with 'Company Administrator' privileges.

Did this answer your question?