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
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
Example	Example	Example
Example	Example	Example
Example	Example	Example
Example	Example	Example
Example	Example	Example
Example	Example	Example
Example	Example	Example