Troubleshooting

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

Area	Activities	Access Level
LISTS
Chart of Accounts		VIEW (without balances)
Customer & Vendor Profile: Sales Rep List Terms List		VIEW VIEW
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

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