QuickBooks Online - Access & permissions
Summary
Business+Elevale uses OAuth 2.0 to read metrics from QuickBooks Online. Elevale does not modify data in the external system. Tokens and keys are encrypted server-side after validation.
Who this is for
Workspace admins and users with permission to connect integrations in Workspace Settings → Integrations.
Who can connect
Workspace admins and users with permission to manage Workspace Settings integrations.
Connections are managed from Workspace Settings → Integrations.
Requires [Business+] on your workspace plan.
What Elevale accesses
Read-only metrics exposed as KPI data points (see the Data points article).
Connection metadata (account IDs, property IDs, organisation tenants) needed for sync.
No write access to campaigns, repositories, accounting records, or CRM objects unless the provider API requires it for authentication only.
OAuth scope
com.intuit.quickbooks.accounting read the Profit & Loss and balance sheet for the company you choose.
Sync direction
One way, into Elevale. Figures update on connected KPIs. Nothing is written back to QuickBooks.
Branding
Intuit's consent screen uses Elevale's app. It does not show a white-label app name, and branding settings cannot change it.
Disconnect and data retention
Disconnect from Workspace Settings → Integrations to revoke stored credentials and stop scheduled syncs.
Previously synced KPI history remains until you delete or convert those KPIs.
Subprocessors and data handling: Subprocessors and integrations