Difference between revisions of "Troubleshooting"
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=== List of Permissions === | === List of Permissions === | ||
| − | {| class="wikitable" | + | {|style="border-style: solid; border-width: 10px 10px 10px 10px"; class="wikitable" |
| − | |- | + | |- |
! Area !! Activities !! Access Level | ! Area !! Activities !! Access Level | ||
| − | |- | + | |- style="font-style: italic; color: green;" |
| '''ACCOUNTING''' || || | | '''ACCOUNTING''' || || | ||
|- | |- | ||
| − | | || General Journal || VIEW | + | | || General Journal || style="text-align:center;" | VIEW |
| − | |- | + | |- style="font-style: italic; color: green;" |
| '''BANKING''' || || | | '''BANKING''' || || | ||
|- | |- | ||
| − | | || Checks || | + | | || Checks || style="text-align:center;" | VIEW |
| − | |||
| − | |||
|- | |- | ||
| + | | || Credit card charges || style="text-align:center;" | VIEW | ||
| + | |- style="font-style: italic; color: green;" | ||
|'''CENTERS''' || || | |'''CENTERS''' || || | ||
|- | |- | ||
| − | | ||Customer center || | + | | ||Customer center || style="text-align:center;" | FULL |
| − | |||
| − | |||
|- | |- | ||
| + | | || Vendor center || style="text-align:center;" | FULL | ||
| + | |- style="font-style: italic; color: green;" | ||
| '''CUSTOMERS & RECEIVABLES''' || || | | '''CUSTOMERS & RECEIVABLES''' || || | ||
|- | |- | ||
| − | | || Credit card refunds || | + | | || Credit card refunds || style="text-align:center;" | VIEW |
| − | |||
| − | | | ||
|- | |- | ||
| − | | || | + | | || Credit Memos || style="text-align:center;" | FULL |
|- | |- | ||
| − | | || | + | | || Invoices || style="text-align:center;" | FULL |
|- | |- | ||
| − | | || | + | | || Receive Payments || style="text-align:center;" | FULL |
|- | |- | ||
| − | | || Sales | + | | || Sales Orders || style="text-align:center;" | FULL |
|- | |- | ||
| − | | || | + | | || Sales Receipts || style="text-align:center;" | FULL |
|- | |- | ||
| + | | || Statement Charges || style="text-align:center;" | VIEW | ||
| + | |- style="font-style: italic; color: green;" | ||
| '''LISTS''' || || | | '''LISTS''' || || | ||
|- | |- | ||
| − | | || Chart of Accounts || VIEW (without balances) | + | | || Chart of Accounts || style="text-align:center;" | VIEW (without balances) |
|- | |- | ||
| || Customer & Vendor Profile: | | || Customer & Vendor Profile: | ||
| Line 62: | Line 62: | ||
*VIEW | *VIEW | ||
|- | |- | ||
| − | | || Inventory Site List || | + | | || Inventory Site List || style="text-align:center;" | FULL |
| − | |||
| − | |||
|- | |- | ||
| − | | || | + | | || Item List || style="text-align:center;" | FULL |
|- | |- | ||
| − | | | + | | || Other Names List || style="text-align:center;" | VIEW |
|- | |- | ||
| − | | || Price | + | | || Price Level List || style="text-align:center;" | VIEW |
|- | |- | ||
| + | | || Price Rule List || style="text-align:center;" | VIEW | ||
| + | |- style="font-style: italic; color: green;" | ||
| '''SALES TAX''' || || | | '''SALES TAX''' || || | ||
|- | |- | ||
| − | | || Sales Tax Code List || VIEW | + | | || Sales Tax Code List || style="text-align:center;" | VIEW |
| − | |- | + | |- style="font-style: italic; color: green;" |
| '''VENDORS & PAYABLES''' || || | | '''VENDORS & PAYABLES''' || || | ||
|- | |- | ||
| − | | || Adjust Quantity on Hand || FULL | + | | || Adjust Quantity on Hand || style="text-align:center;" | FULL |
|- | |- | ||
| − | | || Build Assemblies || FULL | + | | || Build Assemblies || style="text-align:center;" | FULL |
|- | |- | ||
| − | | || Enter Bills || VIEW | + | | || Enter Bills || style="text-align:center;" | VIEW |
|- | |- | ||
| − | | || Item Receipts || FULL | + | | || Item Receipts || style="text-align:center;" | FULL |
|- | |- | ||
| − | | || Purchase Orders || FULL | + | | || Purchase Orders || style="text-align:center;" | FULL |
|- | |- | ||
| − | | || Transfer Inventory || FULL | + | | || Transfer Inventory || style="text-align:center;" | FULL |
|} | |} | ||
Revision as of 20:30, 26 May 2020
Contents
Installation Issues
QuickBooks Permission Errors
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.
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.
List of Permissions
| Area | Activities | Access Level |
|---|---|---|
| ACCOUNTING | ||
| General Journal | VIEW | |
| BANKING | ||
| Checks | VIEW | |
| Credit card charges | VIEW | |
| CENTERS | ||
| Customer center | FULL | |
| Vendor center | FULL | |
| CUSTOMERS & RECEIVABLES | ||
| Credit card refunds | VIEW | |
| Credit Memos | FULL | |
| Invoices | FULL | |
| Receive Payments | FULL | |
| Sales Orders | FULL | |
| Sales Receipts | FULL | |
| Statement Charges | VIEW | |
| LISTS | ||
| Chart of Accounts | VIEW (without balances) | |
Customer & Vendor Profile:
|
| |
| Inventory Site List | FULL | |
| Item List | FULL | |
| Other Names List | VIEW | |
| Price Level List | VIEW | |
| Price Rule List | VIEW | |
| SALES TAX | ||
| Sales Tax Code List | VIEW | |
| VENDORS & PAYABLES | ||
| Adjust Quantity on Hand | FULL | |
| Build Assemblies | FULL | |
| Enter Bills | VIEW | |
| Item Receipts | FULL | |
| Purchase Orders | FULL | |
| Transfer Inventory | FULL |
