Insufficient permission level to perform this action

Introduction

If you log into QuickBooks, the web connector runs with your permissions. If you lack permissions to create orders, then the web connector will fail.

Solutions

Option #1: Add missing class or items

If the class or item is missing, just add it to QuickBooks and resync.

Option #2: Login as Admin

Open your QuickBooks company file. Login as Admin. Run your web connector.

Option #3: Close QuickBooks

Close QuickBooks and run your web connector. When the QuickBooks company file is closed, the web connector logs into QuickBooks as the Admin. To confirm the user, follow these steps:

  1. In QuickBooks, go to the edit menu and click Preferences.
  2. Click integrated applications.
  3. Next to Connex, click properties.
  4. Check allow this application to login and access this company automatically.
  5. Click allow this application to login automatically.
  6. Choose admin: user_per.png

Option #3: Give User Permissions

Change your User Permissions in QuickBooks so you have Full Access to QuickBooks.

Here are the steps:

  1. Go to company.
  2. Click users and click users and roles.
  3. Next to your user, click edit.
  4. Add full access to the role: access_role.png

I am building assemblies and I get the insufficient permissions error. What do I need to change?

Here are the steps:

  1. In QuickBooks, go to company and click users.
  2. Click set up users and roles.
  3. Find the role for your user.
  4. Click items.
  5. Give modify permissions: img_permissions.jpg
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