QuickBooks Company/Customer Record Page Buttons have become "Greyed Out"
1 min
the buttons on the quickbooks company/customer record page ( edit, control sync status, and reparent) will be greyed out and non functional if your salesforce user profile does not have read access to the required fields listed below fyi as part of recent breadwinner enhancements aligned with salesforce security guidelines, we now use secure queries as a result, we have made a few changes to our pages to align with these security guidelines for the buttons to be enabled and functional, the following fields require read access required fields account object billingaddress shippingaddress phone accountnumber website ownerid required fields contact object firstname lastname email to resolve this go to setup → profiles for the affected user(s) open field level security for each object above grant read access to all the fields listed above save the changes once the required access is given, the quickbooks company/customer t buttons should be fully enabled and functional note the same field level security requirements also apply to the "edit quickbooks company/customer before creating the invoice" link the following ui elements will be disabled (greyed out) if the salesforce user does not have read access to the required fields listed in the template edit quickbooks company/customer before creating the invoice link quickbooks company/customer record page buttons edit control sync status reparent
