Difference between revisions of "Troubleshooting"

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== Installation Issues ==
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<big>'''<big><center>Troubleshooting</center></big>'''</big>
== QuickBooks Permission Errors ==
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[[File:Foxtroubleshooting.png | center | 150px]]
[[File:QBpermerror.PNG | left | 500px]]<br>
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<big><center><span style="color:#FF8C00">Having trouble with HandiFox? Don't worry, you are in the right place.<br>
It is strongly recommended logging into QuickBooks as "Admin" or a user that has Admin-like permissions. If you encounter a warning displaying Failed to get .... Insufficient permission level to perform this action, it means the user currently logged-in user lacks some of the minimum permissions required by QuickBooks to access data necessary for the proper functioning of HandiFox.
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This page covers common problems and how to fix them quickly so you can get back to running your business..</span></center></big>
Fixing this issue requires the Admin to grant read or full permissions to any user who logs in to QuickBooks on the computer on which HandiFox is installed. Granting new permissions can be done via ''Company →  Users → Set  Up Users and Roles...'' Below is a summary of the minimum permissions a QuickBooks user should have to ensure the proper functioning of HandiFox.<br>
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<td style="vertical-align: top; width: 33%;">
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{{TitledBlockTroubleshooting | '''[[Installation]]''' |
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{{TitledBlockTroubleshooting | '''[[QuickBoooks Connection and QuickBooks Synchronization]]''' |
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*[[QuickBoooks_Connection_and_QuickBooks_Synchronization#Restore_the_Connection_Between_HandiFox_and_QuickBooks | Restore the Connection Between HandiFox and QuickBooks]]
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*[[QuickBoooks_Connection_and_QuickBooks_Synchronization#QuickBooks_Permission_Errors| QuickBooks Permission Errors]]
=== List of Permissions ===
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*[[QuickBoooks_Connection_and_QuickBooks_Synchronization#HandiFox_cannot_find_my_company_file_after_renaming_or_moving_it._How_do_I_fix_this.| Company File Not Found After Renaming or Moving]]
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<td style="vertical-align: top; width: 33%;">
!  Area !! Activities !! Access Level
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{{TitledBlockTroubleshooting | '''[[Handheld Synchronization]]''' |
|- style="font-style: italic; color: green; text-align:left;"
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*[[Handheld_Synchronization#Issues_Assigning_a_Device_to_a_Site_After_Reinstalling.2C_Updating.2C_or_Clearing_App_Data |Device Assignment After Reinstalling, Updating, or Clearing App Data]]}}
| scope="row" colspan="3" | '''ACCOUNTING'''  
 
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| scope="row" colspan="2" style="text-align:right;" | General Journal ||  style="text-align:center;" | VIEW
 
|-style="font-style: italic; color: green; text-align:left;"
 
| scope="row" colspan="3" |'''BANKING'''  
 
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| scope="row" colspan="2" style="text-align:right;" | Checks || style="text-align:center;" | VIEW
 
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|  scope="row" colspan="2" style="text-align:right;" | Credit card charges  || style="text-align:center;" | VIEW
 
|- style="font-style: italic; color: green; text-align:left;"
 
| scope="row" colspan="3" | '''CENTERS'''
 
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|  scope="row" colspan="2" style="text-align:right;" | Customer center || style="text-align:center;" | FULL
 
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|  scope="row" colspan="2" style="text-align:right;" | Vendor center || style="text-align:center;" | FULL
 
|- style="font-style: italic; color: green; text-align:left;"
 
| scope="row" colspan="3" |'''CUSTOMERS & RECEIVABLES'''  
 
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| scope="row" colspan="2" style="text-align:right;" | Credit card refunds || style="text-align:center;" | VIEW
 
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|  scope="row" colspan="2" style="text-align:right;" | Credit Memos || style="text-align:center;" | FULL
 
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|  scope="row" colspan="2" style="text-align:right;" | Invoices || style="text-align:center;" | FULL
 
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|  scope="row" colspan="2" style="text-align:right;" | Receive Payments || style="text-align:center;" | FULL
 
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|  scope="row" colspan="2" style="text-align:right;" | Sales Orders || style="text-align:center;" | FULL
 
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|  scope="row" colspan="2" style="text-align:right;" | Sales Receipts || style="text-align:center;" | FULL
 
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|  scope="row" colspan="2" style="text-align:right;" | Statement Charges || style="text-align:center;" | VIEW
 
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!  Area !! Activities !! Access Level
 
|- style="font-style: italic; color: green; text-align:left;"
 
| scope="row" colspan="3" |'''LISTS'''  
 
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| scope="row" colspan="2" style="text-align:right;" | Chart of Accounts || style="text-align:center;" | VIEW (without balances)
 
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|  scope="row" colspan="2" style="text-align:right;" | Customer & Vendor Profile:
 
* Sales Rep List
 
* Terms List
 
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*VIEW
 
*VIEW
 
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|  scope="row" colspan="2" style="text-align:right;" | Inventory Site List || style="text-align:center;" | FULL
 
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|  scope="row" colspan="2" style="text-align:right;" | Item List || style="text-align:center;" | FULL
 
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| scope="row" colspan="2" style="text-align:right;" | Other Names List  || style="text-align:center;" | VIEW
 
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|  scope="row" colspan="2" style="text-align:right;" | Price Level List || style="text-align:center;" | VIEW
 
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|  scope="row" colspan="2" style="text-align:right;" | Price Rule List  || style="text-align:center;" | VIEW
 
|- style="font-style: italic; color: green; text-align:left;"
 
| scope="row" colspan="3" |'''SALES TAX'''  
 
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| scope="row" colspan="2" style="text-align:right;" | Sales Tax Code List || style="text-align:center;" | VIEW
 
|- style="font-style: italic; color: green; text-align:left;"
 
| scope="row" colspan="3" | '''VENDORS & PAYABLES'''
 
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| scope="row" colspan="2" style="text-align:right;" | Adjust Quantity on Hand || style="text-align:center;" | FULL
 
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| scope="row" colspan="2" style="text-align:right;" | Build Assemblies || style="text-align:center;" | FULL
 
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| scope="row" colspan="2" style="text-align:right;" | Enter Bills || style="text-align:center;" | VIEW
 
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| scope="row" colspan="2" style="text-align:right;" | Item Receipts || style="text-align:center;" | FULL
 
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| scope="row" colspan="2" style="text-align:right;" | Purchase Orders || style="text-align:center;" | FULL
 
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| scope="row" colspan="2" style="text-align:right;" | Transfer Inventory || style="text-align:center;" | FULL
 
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== Handheld Synchronization ==
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{{TitledBlockTroubleshooting | '''[[Scanning and Barcoding]]''' |
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*[[Scanning_and_Barcoding#Zebra_Handheld_Android_Devices_with_Built-in_Barcode_Scanners | Zebra Handheld Android Scanners]]
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**[[Scanning_and_Barcoding#The_scanner_does_not_find_or_pick_items_after_reinstalling_or_updating_the_HandiFox_mobile_app.2C_or_after_clearing_app_data. | The scanner does not find or pick items after reinstalling or updating the HandiFox mobile app, or after clearing app data]]
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**[[Scanning_and_Barcoding#Known_problems_that_may_arise_when_testing_if_your_scanner_works_in_HandiFox | Known Scanner Issues]]
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*[[Scanning_and_Barcoding#Bluetooth_Scanners | Bluetooth Scanners]]
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**[[Scanning_and_Barcoding#Barcodes_are_not_being_picked_and_are_typed_into_text_fields_instead | Barcodes are not being picked and are typed into text fields instead]]
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**[[Scanning_and_Barcoding#Known_problems_that_may_arise_when_testing_if_your_scanner_works_in_HandiFox_2 | Known Scanner Issues]]
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<td style="vertical-align: top; width: 33%;">
  
== Scanning ==
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{{TitledBlockTroubleshooting | '''[[Miscellaneous Issues]]''' |
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=== Zebra Scanners ===
 
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== Miscellaneous ==
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</table>
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'''Didn’t find what you were looking for? Still need help? [mailto:support@handifox.com Contact Support] or give us a call at 1-877-942-6343 ext. 2'''

Latest revision as of 18:41, 28 August 2025