{"id":8040,"date":"2021-06-30T02:05:38","date_gmt":"2021-06-29T21:05:38","guid":{"rendered":"https:\/\/www.centrix.one\/?post_type=docs&p=8040"},"modified":"2022-08-22T12:14:10","modified_gmt":"2022-08-22T16:14:10","password":"","slug":"how-do-i-secure-an-acomba-or-quickbooks-online-list","status":"publish","type":"docs","link":"https:\/\/www.centrix.one\/en\/faq\/crm-acomba-synchronisation\/how-do-i-secure-an-acomba-or-quickbooks-online-list\/","title":{"rendered":"How do I secure an Acomba or QuickBooks Online list ?"},"content":{"rendered":"\n

First, you must copy the original list from your Acomba or your QuickBooks Online:<\/strong><\/p>\n\n\n\n

  1. Create a new list and name it \u201cAcomba copy\u201d or \u201cQuickBooks Online copy\u201d<\/li>
  2. Create an automation that will copy the contacts from your original list to your copy list<\/li>
  3. In your automation conditions, program the action to run if the first name is equal to empty or if the first name is different from empty<\/li>
  4. Once you have finished configuring your automation, run it<\/li><\/ol>\n\n\n\n

    Secondly, you need to hide the list for some users:<\/strong><\/p>\n\n\n\n

    * You must be an administrator of your CentrixOne account. *<\/p>\n\n\n\n

    1. Click on the \u201cSettings\u201d module<\/li>
    2. Click on the 1st user<\/li>
    3. Click on the \u201cAccess to lists\u201d tab<\/li>
    4. Check the relevant list in the \u201cAccessible to the user\u201d section<\/li>
    5. Click on the \u201cRemove\u201d button<\/li>
    6. Click on the \u201cSave\u201d button<\/li>
    7. Repeat steps 2 to 6 for each user<\/li><\/ol>\n\n\n\n

      (Note that securing a list of an accounting system is an advanced feature. If you need personalized training to help you with this feature, please email your request to sales@centrix.one.)<\/em><\/p>\n","protected":false},"excerpt":{"rendered":"

      First, you must copy the original list from your Acomba or your QuickBooks Online: Create a new list and name it \u201cAcomba copy\u201d or \u201cQuickBooks Online copy\u201d Create an automation that will copy the contacts from your original list to your copy list In your automation conditions, program the action to run if the first … Lire plus<\/a><\/p>\n","protected":false},"author":34,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"footnotes":""},"doc_category":[914],"doc_tag":[],"class_list":["post-8040","docs","type-docs","status-publish","hentry","doc_category-crm-acomba-synchronisation"],"year_month":"2026-05","word_count":165,"total_views":"387","reactions":{"happy":"0","normal":"0","sad":"0"},"author_info":{"name":"Louis-Philippe Frenette","author_nicename":"lpfrenette","author_url":"https:\/\/www.centrix.one\/en\/author\/lpfrenette\/"},"doc_category_info":[{"term_name":"Acomba synchronization","term_url":"https:\/\/www.centrix.one\/en\/faq\/crm-acomba-synchronisation\/"}],"doc_tag_info":[],"yoast_head":"\nHow do I secure an Acomba or QuickBooks Online list ? | CentrixOne<\/title>\n<meta name=\"description\" content=\"Securing a list from an Acomba or QuickBooks Online accounting system is an advanced feature. 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