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QuickBooks Online uses an OAuth authentication system. This works by giving you an authentication token that grants you access to QBO. With access you can push/pull information from QuickBooks. That sounds simple, but things quickly get more complicated because QBO only allows a single QBO User from accessing the system at a to have a token at one time. What does this mean for you? It means that you may have to "steal" the token from one of your fellow Projector users, or it means you may get locked out of QBO by one of your fellow Projector users.
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| Projector User | Projector Company File | QuickBooks Login | QuickBooks Realm | Token |
|---|---|---|---|---|
| Tom | US Company | tom@revcorp.com | US Company | Has token currently |
| Jim | US Company | jimmy@revcorp.com | US Company | When Jim logs in he'll get a message that someone else has the token. Jim needs to ask Tom to release it before he can proceed. Tom releases the token by clicking the Clear QuickBooks Online Connections button in Projector. How do you see who has the token? There isn't a definitive way to do this, but you can infer who has it by logging into QBO. Go to your Users section (under gear icon in upper right) and view activity for each user. Whichever user was last sending transactions from Projector likely has the token. |
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