What can an AI agent do with
Custom fields (view only)?
This lets the app see which custom fields you have set up in QuickBooks. It cannot change them.
How to spot it
On a QuickBooks Online connection or settings screen, this is app-foundations.custom-field-definitions.read.
With it, an agent can
- See which custom fields you have set up.
It cannot, on its own
- Create, change, or turn off custom fields.
What a bad day looks like
Low risk. The app learns how you have set up your forms, which could reveal how your business tracks things.
Set it up safer
- Prefer this over the read-and-change version when the tool only needs to look.
Ask the company selling the agent
- What do you use my custom field setup for?
Source
Checked against QuickBooks Online documentation on 2026-09-28. All QuickBooks Online permissions →
Thinking about a specific agent?
Tell us what it connects to, what it is allowed to do and who approves its work. You get a plain-language label of what it can touch and what to ask the seller. It takes a couple of minutes, and your answers stay in your browser unless you choose to post a test job.
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This page explains what a permission allows. It does not describe, test or rate any product. Permission details are summarized in our own words from the provider's documentation, linked on the page; providers change their documentation, so check the source before you rely on a detail.