Choose a workspace for an AI app
Choose a workspace whenever you connect or reconnect an AI app. The workspace you choose is the one that app can use.
Choose the right workspace
Section titled “Choose the right workspace”- Start the connection from your AI app.
- Sign in to Connect when prompted.
- On Choose a workspace for this connection, select the workspace that contains the QuickBooks companies you want to use.
- Finish the approval screen and return to the AI app.
The app is connected to the workspace you selected. Connect also makes that workspace active in the browser you used to sign in.
If you have only one available workspace, Connect continues without asking you to choose one.
Switch an existing app to another workspace
Section titled “Switch an existing app to another workspace”Switching the workspace in the Connect dashboard does not move an existing AI-app connection.
To use another workspace, remove the app’s existing access from the current workspace, then start the connection again from the AI app and choose the other workspace:
- In Connect, switch to the workspace currently used by the app.
- Choose Authorized apps.
- Find the app, open its row actions, and select Revoke access.
- In the AI app, start the Connect sign-in again.
- Select the other workspace on Choose a workspace for this connection.
The app appears in Authorized apps for the newly selected workspace after it reconnects.
If you belong to more than one workspace but do not see this choice, do not assume that changing the dashboard fixed it. Contact support with the AI app name and the workspace names you expected to see.