Who Can See My QuickBooks Online Data?

Note: At this time the QuickBooks Online integration only works with the US version.

All users can:

  • View which contacts are connected to QuickBooks
  • Update that contact info
  • Send individual contacts from Batchbook to QuickBooks Online

Users with full permission can:

  • See outstanding invoices and balances in Batchbook
  • Create To-Dos from invoices
  • Import contacts from QuickBooks Online to Batchbook
  • View QuickBooks-related To-Dos and lists