Integrating Zomentum Payments with QuickBooks Online (QBO) streamlines your financial operations by automating transaction entries and providing real-time financial updates. However, distinguishing between human users and automated processes within QBO can be challenging. To enhance clarity and maintain accurate activity logs, we recommend creating a dedicated user account in QBO exclusively for Zomentum's API activities.


TABLE OF CONTENTS


Why Create a Dedicated User for Zomentum Integration?

  • Transparency and Audit Trails: Creating a separate user for the Zomentum integration in QBO allows for better tracking and auditing of activities performed by the system. All entries made by Zomentum will be logged under this user, making it clear which actions were automated versus those performed manually by human users.
  • Enhanced Security: Using a dedicated user account restricts API access to only those actions necessary for the integration, thereby enhancing overall security by limiting potential exposure points.
  • Simplified Troubleshooting: Identifying issues becomes more straightforward when all automated transactions are logged under a single, dedicated user. This separation helps quickly pinpoint errors related to synchronization or automated entries.


Steps to Create a Dedicated User in QuickBooks Online

  1. Access QBO Settings:

    • Log into your QuickBooks Online account.
    • Navigate to the 'Settings' menu, often represented by a gear icon.

  2. Add a New User:

    • Select 'Manage Users' under the 'Your Company' section.
    • Click on 'Add user' and select the 'Company admin' role. This role is required to connect apps such as Zomentum to QBO, although ideally, fewer permissions would suffice. This is a limitation on QBO's side where higher-level permissions are needed for app integration.

  3. Set Up User Details:

    • Fill in the user details, specifying a username and email address that clearly identifies the account as dedicated to Zomentum integration (e.g., zomentum.integration@yourcompany.com).
    • Complete the setup by following the prompts to invite the new user.

  4. Disconnect Existing Integration:

    • Before connecting the newly created user, ensure that you disconnect any existing integration with your current user to avoid conflicts.


  5. Reconnect Zomentum Integration with the New User:

    • Navigate to the integration settings and connect Zomentum to QBO using the new user credentials.


    • Follow the integration process to authorize Zomentum to perform operations under the dedicated user account.


Conclusion

Creating a dedicated user for the Zomentum Payments integration with QuickBooks Online is a best practice that promotes transparency, enhances security, and aids in the efficient management of automated financial transactions. This approach ensures that all system-generated activities are easily identifiable and separate from those performed by your team members, facilitating smoother operations and more accurate reporting. For further assistance or detailed instructions, please refer to the support resources available in Zomentum or contact customer support directly.