To change the synchronization mode associated with the 1st level of security:
* You must be an administrator of your CentrixOne account. *
- In CentrixOne, click on the “Settings” module
- Make sure you are in the “Users” subsection, then click on the “User groups and permissions” tab
- Choose the user group for which you want to change the synchronization mode
- Click on the “Contacts” section
- Check the “Write” box to the right of the term “QuickBooks primary contact” to allow two-way mode, or uncheck the “Write” box to allow one-way mode
- Click on the “Save” button in the upper right corner of the page
(Note that if you activate the one-way mode in the 1st level of security, this will not prevent an automation from modifying information in a primary contact’s details, and then sync it automatically in QuickBooks.)
To change the sync mode associated with Level 2 security:
You must email your request to support@centrix.one.
(Note that if you choose one-way mode in Level 2 security, this will also prevent automations from changing information in a primary contact.)
