Troubleshooting

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Installation Issues

QuickBooks Permission Errors

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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
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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Handheld Synchronization Issues

Scanning Issues

Miscellaneous