Grant temporary access to QuickBooks

Steps to grant Drivetrain temporary access to QuickBooks.

In some cases—such as bug troubleshooting or connection errors—you may be asked to grant the Drivetrain team temporary access to your QuickBooks account. This allows us to log in and investigate issues directly from the QuickBooks UI.

Use this flow only if requested by Drivetrain support. Most customers will not need to follow these steps.

This guide explains how to provision a temporary user with admin access that can be revoked once support is complete.

Step 1: Add a New Admin User in QuickBooks

1. Log in to your QuickBooks account using an existing admin account

2. Click on Settings in the top right

3. Select Manage Users

4. Click Add User

Step 2: Enter the Drivetrain User Details

1. Set the user’s first name to Drivetrain and last name to AI

2. Use the email address shared by your Drivetrain Customer Success Manager: This will typically follow the format: dp-[customername]@drivetrain.ai

3. Click Send invite

4. If prompted, complete the Multi-Factor Authentication steps

Step 3: Notify the Drivetrain Team

Once the invite has been sent, notify your Drivetrain POC. A team member will accept the invitation and proceed with the troubleshooting.

Step 4: Revoke Access After Resolution (Optional)

You can remove the temporary user after the issue is resolved:

1. Return to Manage Users

2. Locate the Drivetrain user

3. Click Delete or Remove Access

This temporary access method gives Drivetrain team members front-end visibility into your QuickBooks account. We recommend using it only when required and revoking access once the issue is resolved.