Insightly customers are thrilled by the productivity increases they experience after connecting QuickBooks Online to Insightly. With easy access to the status of invoices right in your CRM, you can minimize delays as you move through your sales pipelines and business workflows. Some customers have told us that they don’t want everyone in their companies to have access to customer accounting information, so we’ve added a setting that you can use to limit which of your Insightly users can see the QuickBooks tab and information in Insightly.
From the Insightly-Quickbooks Online integration page, your Insightly administrators can grant permission to everyone on your account or only select teams or individuals. From then on, only the designated users will have permission to view the QBO financial information in Insightly, keeping financial information more private while still giving access to those who need it.
Improving existing features is just as important to us here at Insightly as building new ones, so feel free to chime in on our Product Feedback & Requests forum by submitting your suggestions or voting for existing ones. We appreciate our customers. And we’re listening.
