# Grant 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.

{% hint style="warning" %}
Use this flow only if requested by Drivetrain support. Most customers will not need to follow these steps.
{% endhint %}

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**

<figure><img src="/files/8PYYTDwlOC4VWuXaJas8" alt=""><figcaption></figcaption></figure>

#### 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

<figure><img src="/files/1FOvD8Kb1K2xpmPnwcpR" alt=""><figcaption></figcaption></figure>

#### 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**

<figure><img src="/files/NNXxN77wIVYYVlMFtos6" alt=""><figcaption></figcaption></figure>

{% hint style="warning" %}
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.
{% endhint %}


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