QuickBooks user permissions

If you receive the error stating "Insufficient permission level to perform this action" when connecting to the Quick Shopping Cart® (QSC) Web Service through the Intuit® QuickBooks® Web Connector, there may be several issues that you can remedy yourself. Possible causes of this error are:

• While the QSC Web Service was updating Intuit QuickBooks, a user with insufficient privileges had the company file open.
• The QSC Web Service is configured to run as a user with insufficient privileges.

Note: The information presented here is based on Intuit QuickBooks 2007. If you have a different version, you may see different options. Consult your Intuit QuickBooks Help for information on how to perform equivalent actions in your version of Intuit QuickBooks.

Quick Shopping Cart and Quickbooks can only be integrated using Windows® PCs.

Diagnosing the Cause

Check that the QSC Web Service runs properly when the company file is not open.

1. Ensure the unattended operation is enabled using the following steps:
   • Log in to the QSC administration console and navigate to the Intuit QuickBooks Integration Page.
   • Click the Edit Configuration task.
   • Under Indicate Whether to Allow Unattended Operation, make sure Allow unattended operation is selected and that the company file listed is the one you want to update.
2. On your desktop, make sure Intuit QuickBooks is not open.
3. Run the QSC Web Service.
   • On your desktop, open the Intuit QuickBooks Web Connector.
   • Make sure Quick Shopping Cart Web Service is selected, and click Update Selected.

Cause A

If the update completes without returning an Insufficient Permissions error, then the company file may have been open by someone without sufficient privileges when you previously received the error.

To resolve this cause, first, ensure that the underprivileged user does not have the company file open when the Web Service is running. Second, modify that user's privileges so they are sufficient for the Web Service to complete successfully. The QSC Web Service must be able to access the Chart of Accounts, add, modify, and delete accounts and account items, and enter Sales Receipts. If a user has the company file open when the QSC Web Service runs, they must also have the ability to perform all of those actions. For details on how to change a user's privileges, see "Changing a User's Privileges" below.

Cause B

If the update still returns the Insufficient Permissions error, then the QSC Web Service may be configured to run as a user with insufficient privileges.

This cause has two solutions: change the user that the QSC Web Service is configured to run as, or change the privileges of the user currently selected.

To Change the User the QSC Web Service is Configured to Run As

1. Log in to the company file as a user with administrative privileges. By default, this user is named "Admin."
2. From the Edit menu, select Preferences.
3. Select Integrated Applications.
4. Go to the Company Preferences tab.
5. Verify that the Don't allow any applications to access this company file option is NOT selected.
6. Verify that Exchange data with Web Service and Quick Shopping Cart Web Service are selected.
7. Select Quick Shopping Cart Web Service, and then click Properties.
8. Verify that Allow this application to read and modify the company file is selected.
9. Verify that Allow this application to login automatically is selected, and that the user selected has sufficient privileges (by default, the "Admin" user has sufficient privileges).

Now, run the QSC Web Service again by clicking Update Selected in the Web Connector. If you'd rather change the existing selected user's permissions, see "Changing a User's Privileges".

To Change a User's Privileges

1. Log in to the company file as a user with administrative privileges. By default, this user is named "Admin."
2. From the Company menu, click Set Up Users.
3. Select the user whose privileges you want to change, and click Edit User
4. Follow the set up wizard.
5. On the Access for user page, click Selected areas of Intuit QuickBooks to manually adjust the access privileges for each area of Intuit QuickBooks for this user.