What can an AI agent do with
Custom fields (read and change)?
This lets the app see and change the custom fields you add to QuickBooks forms, like size or color on an invoice.
How to spot it
On a QuickBooks Online connection or settings screen, this is app-foundations.custom-field-definitions.
With it, an agent can
- Create custom fields for invoices, estimates, sales receipts, and other forms your plan supports.
- Update custom fields.
- Turn custom fields off.
What a bad day looks like
It could rename or turn off custom fields your team relies on, so that information stops showing on your forms.
Set it up safer
- If the tool only needs to see your custom fields, ask for app-foundations.custom-field-definitions.read instead.
- Ask for approval before it changes or turns off a field.
Narrower permissions on QuickBooks Online:
- Custom fields (view only)
app-foundations.custom-field-definitions.read
Ask the company selling the agent
- Why does your agent need to change custom fields, not just read them?
- Will it create new fields on my forms without asking?
Source
Checked against QuickBooks Online documentation on 2026-09-28. All QuickBooks Online permissions →
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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.