What Viewpost Permissions are Required for QBO Sync?


There are several pages in Viewpost that are dependent on the User having certain Viewpost permissions in order to perform functions related to QBO sync.

  1. Enabling a Viewpost Company for QBO Sync
    • Modify Company Settings
  2. Confirming and Sending payments on the Payment Sync page
    • Sign Check
    • Manage Contacts
  3. Changing Auto-sync and Disabling sync on the Sync Setting page
    • Modify Company Settings
  4. Selecting (and unselecting) vendors for Auto-send or Excluding vendors
    • Sign Check
    • Modify Company Settings
  5. Viewing Sync History
    • Sign Check
    • Modify Company Settings

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