# 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="https://4220329029-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmBZR0D9lq6jrI895OuOU%2Fuploads%2FsIcM9hKHdlrzhoVTKzHg%2FQBO%20integration%20(13).gif?alt=media&#x26;token=b1492086-06c6-4c9c-9463-f8db89244fb6" 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="https://4220329029-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmBZR0D9lq6jrI895OuOU%2Fuploads%2FFc2YHJssJjLAgXkcOO7h%2FQBO%20integration%20(17).gif?alt=media&#x26;token=60695fdf-265b-4481-9a42-088e35eafde0" 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="https://4220329029-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmBZR0D9lq6jrI895OuOU%2Fuploads%2FTnM7T41Q5x4tQFrRkMKd%2FQBO%20integration%20(10).gif?alt=media&#x26;token=cc700319-0773-406f-aa88-35ae0d3825dc" 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 %}