The API user used for the data transfer to QB must be assigned a security level that has access to all entities being transferred, including invoices, purchase orders, timesheets and expense reports.
IMPORTANT The API User (system) (API-only) security level grants admin access to data, and meets those requirements. We recommend using this security level for your QuickBooks Extension for Desktop.
NOTE We also recommend that for the security level used for the QB integration user account, you enable the following setting: Left Navigation Menu > Admin > Admin Categories > Organization Settings & Users > Resources/Users (HR) > Resources/Users (HR) > Security > select a Security Level > Other > Miscellaneous > Not
required to change password (password does not expire). This way, the web connector using this user account's password will not cease to function without warning.
If you have made a copy of this security level for use with the QB extension and removed permissions required for the data transfer, you might see error messages such as this:
Assigning the API User (system) (API-only) or a security level with the required permissions to the API user will prevent such errors.
NOTE Invoice transfer is allowed to go forward even if the security level prevents access to customer accounts.